Frequently Asked Questions

About the product and the company

Frequently Asked Questions

About the product and the company

What is Addvocate?

Addvocate is a B2B sales intelligence platform that transforms sales strategies through customer-driven insights. It helps sales teams prepare for meetings more effectively by leveraging industry-specific data, customer voice integration, and AI-driven sales preparation.

How does Addvocate improve meeting preparation?

Addvocate ensures thorough preparation by consolidating data from various sources, including CRM, market research, and earnings calls, to provide a unified prospect view. It offers insights like contact bios, company activities, suggested conversation starters and unique discovery questions tailored to each prospect, enabling sales teams to connect on a personal level and approach meetings with confidence.

Is Addvocate only for meeting preparation?

No, Addvocate is a full-cycle sales intelligence platform that supports sales reps from discovery to closing. By providing continuous, personalized insights at each stage, it helps reduce friction, drive conversion rates, and improve overall sales performance.

How does Addvocate save time for sales teams?

Addvocate centralizes all customer data and insights in one platform, eliminating the need to switch between tools. It also provides pre-meeting summaries, which streamline preparation and ensure every sales interaction is impactful.

What about real-time sales execution?

Addvocate offers “Insights Snapcards,” which provide a pre-meeting summary, guided content with key metrics, and commit readiness criteria. This feature ensures that sales representatives have all necessary information at their fingertips to make a strong first impression and drive meaningful interactions.

Does Addvocate support specific sales methodologies?

Yes, Addvocate supports various sales methodologies, including MEDDPICC and Challenger Spin, allowing sales teams to apply best practices with guided insights tailored to their preferred approach.

How does Addvocate improve sales performance?

Addvocate enhances sales performance by providing actionable, predictive insights that allow sales teams to personalize their strategies. It integrates customer feedback and sales data, helping to increase sales efficiency, improve forecast accuracy, and boost customer engagement.

How does Addvocate integrate with existing tools?

Addvocate consolidates data from 30+ sources such as CRM systems, sales intelligence platforms, call analytics, emails, and customer feedback into a unified approach. This integration allows for more consistent preparation and better-informed sales strategies.

What languages does Addvocate support ?

Addvocate platform is in English. However, data in all languages are supported and integrated to our AI tool. Insights are generated in English, and can be translated in real time in the web browser.

To set up a sales campaign:

  1. Go to the “Campaigns” tab in your dashboard.
  2. Click on “Create New Campaign.”
  3. Enter the campaign name, objective, and select the target audience.
  4. Use the campaign builder to add steps and content, such as emails, call scripts, and meeting agendas.
  5. Save and launch your campaign. Addvocate will track and provide insights on its performance.

How-To Questions

On platform and features

How do I set up a sales campaign in Addvocate?

How do I integrate Addvocate with my CRM?

To integrate Addvocate with your CRM

How do I use the predictive analytics feature?

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How do I export my data from Addvocate?

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