Reps get a task queue built from every meeting they've had. Leaders get proof the playbook ran.
Runs on your call recordings. Writes back to Salesforce and HubSpot.
The problem
Reps follow the designed process about 36% of the time, because the playbook is a doc and the decision happens in the deal.
Five tools, context rebuilt before every action, CRM updated from memory. Friction wins.
A quarter of CRM admins say less than half their data is accurate. The forecast is rep confidence compounded upward.
Hundreds of buyer conversations a month, and none of it flows back into the personas or the pitch.
How it works
Topiq reads the transcript and every prior conversation on the account.
Recap, multi-thread, prospecting touch, QBR prep. In the rep's queue, in priority order, context attached.
Stages, next steps, stakeholders land in the CRM as the queue gets worked.
One platform, three areas
Named accounts, long engagement, every touch written from the full account history.
See how Topiq runs Prospecting →
Post-game tasks minutes after the call. MEDDIC gaps flagged from what was said.
See how Topiq runs Deal Management →
Deal context carries into the account. Upsell and QBR tasks in the same queue.
See how Topiq runs Customer Management →For sellers
No deciding what's next. No rebuilding context. No CRM homework. Working the task is the update.
For leaders
Tasks are served and completion is tracked, so "was the playbook run" has an answer per rep, per deal, per play.
Of the time reps follow the designed sales process
Quota attainment with embedded process vs. memory alone
Of CRM admins say less than half their data is accurate
Of forecasted deals slip
Built for your role
You own every handoff, and the handoffs are where revenue leaks. Topiq runs prospecting, deals, and customers on one source of truth.
Learn moreTopiq is that today.