Ctrl
Ctrl provides a comprehensive solution to enhance CRM sales processes and team performance. With automation features and secure integrations, Ctrl helps streamline workflows, improve efficiency, and drive results. Book a demo or 1:1 session to transform your sales process with Ctrl.
What is Ctrl?
Ctrl offers a comprehensive solution to turn your CRM into a winning sales playbook. By booking a demo with Ctrl, you can gain valuable insights into what works in your sales process and replicate success. With Ctrl, you can equip your sales team with a unified winning process that ensures consistent top-tier performance. Ctrl helps you embed best practices in daily workflows, decode and replicate successful sales elements, and guide your team throughout the sales process. Boost trust in your sales team with Ctrl, ensuring they follow the same criteria and report accurately. With Ctrl, you can see a clear path for a closed-won deal with real-time visibility and get a clear picture of the next steps for every deal.
Automation is a key feature of Ctrl, enabling you to streamline your workflow using AI. With Ctrl's automation capabilities, you can boost your notes by populating templates, extracting action items, and generating quick summaries from raw notes. Ctrl also helps automate CRM updates by providing suggested updates and populating relevant fields with a single click. Generate personalized follow-up emails using AI that leverage context from your meetings and CRM data. Ctrl simplifies your day with a single window that holds all the apps and data you need, allowing you to stay in context and make updates across applications with ease. Dynamic suggestions from Ctrl help you stay up to date and work smarter.
Ctrl offers integrations that are secured by SOC 2 certification, ensuring the highest standards of data security and privacy. By choosing Ctrl, you can rest assured that your information is protected in accordance with stringent industry standards. If you don't have a defined sales process, Ctrl can help. Book a 1:1 session with Ctrl to share best practices and build a blueprint for success. With Ctrl, you can transform your sales process and enhance your team's performance. Take advantage of Ctrl's innovative features and integrations to streamline your workflow and drive results.
How to Use Ctrl?
Step 1: Getting Started with Ctrl- Visit the Ctrl homepage and sign up for an account.
- Verify your email address through the verification email sent to your inbox.
- Log in to your newly created account to access the Ctrl dashboard.
- Navigate to the 'Integrations' section on the Ctrl dashboard.
- Select your CRM from the list of available integrations.
- Follow the on-screen instructions to authorize Ctrl to access your CRM data.
- Go to the 'Workflow Automation' section in Ctrl.
- Choose from the list of available automated tasks such as note boosting, CRM updates, and follow-up email generation.
- Customize the automation settings to suit your team's needs and save your configurations.
- Open a sales meeting note within Ctrl.
- Click on the 'Boost Notes' button.
- Select the options to populate templates, extract action items, or generate summaries.
- Navigate to a sales record in Ctrl.
- Click on 'Suggested Updates' to view AI-recommended changes.
- Approve the updates to automatically populate the CRM fields.
- Go to the 'Emails' section in Ctrl.
- Select a meeting or CRM record for context.
- Click on 'Generate Follow-up Email' and review the generated draft.
- Edit if necessary and send the email directly from Ctrl.
- Use the dashboard to track the current status of deals.
- Look for any visible blocks and suggested next steps provided by Ctrl.
- Ensure all team members are aligned by following the guided sales process.
- Click on 'Resources' in the Ctrl menu.
- Select 'Schedule 1:1 Session' to book a meeting with a Ctrl expert.
- Follow the booking process to set a time and discuss best practices and blueprints for success.
Ctrl Features
Feature 1: Sales Playbook
The Sales Playbook feature on Ctrl is designed to help sales teams replicate the success of their best sellers by turning their CRM into a winning sales strategy. By providing insights into what works and allowing teams to equip themselves with a unified process, Ctrl's Sales Playbook feature aims to ensure consistent top-tier performance.
Function Detail
- Ctrl's Sales Playbook feature helps users decode and replicate the elements of successful sales by embedding best practices in daily workflows.
- It guides users throughout the sales process, enhancing predictability and boosting trust in the sales team by ensuring they follow the same criteria and report accurately.
Feature 2: Workflow Automation
Ctrl's Workflow Automation feature is designed to simplify and streamline the sales process by automating repetitive tasks and optimizing productivity. With AI-powered automation, users can save time and focus on high-priority tasks.
Function Detail
- Users can benefit from features like populating templates, extracting action items, and generating quick summaries from raw notes.
- The feature also offers suggested CRM updates, populates relevant fields with a click, and creates personalized follow-up emails using context from meetings and CRM data.
Feature 3: Integration & Security
Ctrl offers seamless integrations with various applications and ensures the highest standards of data security and privacy with SOC 2 certification. Users can trust that their information is protected and their data is handled securely.
Function Detail
- Integrations on Ctrl allow users to keep all their apps and data in a single window, staying in context and simplifying their workflow.
- The SOC 2 certification validates Ctrl's commitment to data security and privacy, meeting industry standards for protecting user information.
Ctrl Pricing
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Starter
Free forever
$0
Get StartedUp to 100 CRM updates & AI prompts
Streamline Salesforce updates with easy record creation and editing
Visualize tasks intuitively using Kanban boards and inline grid views
Get all the context you need before a prospect call
Sync your notes with CRM for seamless record keeping
Perform quick updates in bulk for time-saving efficiency
Create your own pipeline views
Gain flexibility through cross-object views
Tailor Ctrl to your needs with custom objects
Multiple set of fields for different deal stages
Calendar integration to have all the info you need around a meeting
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Premium
For individuals & small teams
$29 per user, per month
Get StartedIncludes Starter features
Unlimited CRM updates and AI prompts
Collaborate on deals with your team - notes, tasks, checklists
Pipeline highlights for weekly changes & insights
Share pipeline views, templates and more
AI powered follow up emails & notes
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Business
For teams that scale & optimize their sales
Custom
Get StartedIncludes Premium features
Sales process visualisation & implementation
Suggested checklist, notes and CRM fields per stage
Decision making deal mapping
Automated CRM updates based on calls - notes, tasks, fields
Enhanced collaboration - shared inbox & live notes
CSM support & Custom workflows
Ctrl Frequently Asked Questions
What can Ctrl help me with?
How can Ctrl enhance sales team performance?
What automation features does Ctrl offer?
What integrations does Ctrl support?
How can Ctrl help me if I don't have a defined sales process?