Sales Enablement Automation Solution

Enable Teams in the Field

Sales teams in the field need easy access to the most up-to-date sales materials and consistent enablement. Distribute content and help distributed teams grow the business more efficiently with proven distribution channels:
  • Product education,
  • Cross-selling, and
  • Quoting.
See it in Action
circle.cx
Sales Enablement
Sales Collateral
Product BrochuresBelow are supportive documents designed to be easily accessible.Click below to download a product brochure:
Bronze 7500 Trio HMO
Silver 70 Off Exchange Trio HMO
Gold 80 Trio HMO
Platinum 90 Trio HMO
Bronze 60 HDHP PPO
Bronze 60 PPO
Silver 2600 HDHP PPO
Silver 1750 PPO
Silver 70 Off Exchange PPO
Gold 80 PPO
Platinum 90 PPO
Sales Enablement
Sales Collateral
Product BrochuresBelow are supportive documents designed to be easily accessible.Click below to download a product brochure:
Bronze 7500 Trio HMO
Silver 70 Off Exchange Trio HMO
Gold 80 Trio HMO
Platinum 90 Trio HMO
Bronze 60 HDHP PPO
Bronze 60 PPO
Silver 2600 HDHP PPO
Silver 1750 PPO
Silver 70 Off Exchange PPO
Gold 80 PPO
circle.cx

Ushur for Sales Enablement

With AI-driven sales enablement, sales and operations teams can leverage digital channels they're comfortable with and Ushur can provide answers to frequently asked questions. Sales enablement with Ushur also automates customer engagements over email, web, SMS, and chatbot; integrating directly with CRMs (Salesforce, ServiceNow) and other top sales tools easily surfaces data.

Ushur brings ease of use, easy onboarding, and timely document access to the forefront of every sales enablement experience. Ushur customers have seen 99% reduction in time to quote, and 41% improvement in close rates.

Integration

Ushur + Salesforce

By combining Ushur’s AI-powered platform and your Salesforce instance, you can automate customer interactions and magically integrate them directly creating Salesforce workflow automation. Now you can dramatically improve your customer experience with Salesforce email automation, along with other high volume interactions, while reducing operational expenses.

Learn More

The Ushur Platform for Sales Enablement

A product to meet end-to-end automation

Invisible App™

By leveraging intelligent automation, machine learning, and natural language understanding, Invisible App™ empowers sales teams to engage with prospects and customers more effectively. It automates time-consuming tasks, such as data entry and follow-ups, enabling sales representatives to focus on building relationships and closing deals. The app's seamless integration with CRM systems ensures that all interactions and engagements are documented, providing valuable insights to fine-tune sales strategies.
Invisible App™ 
Circle, Inc.
Circle
Documentation on PPOs for Arizona, Scottsdale area.
Hi Jane!
Here is the link to finish filling out your claim: claims.circle.com/#45623
Arizona Documents
Updated Policy
AZ 250 PPO Overview
AZ 500 PPO Overview
AZ 750 PPO Overview
circle.cx

SmartMail™

Triage large volumes of emails to a shared inbox with SmartMail™️. Ushur SmartMail™️ analyzes email subjects, bodies, and attachments to appropriately categorize and route emails to the right teams and help shorten the time to resolution for customer inquiries.
Smartmail™

Intelligent Document Automation™

Reduce processing costs, increase the accuracy of your data extraction, and create professional proposals with customized contracts and documents. Improve your customers experience by processing documents in real-time instead of waiting for days, and by providing personalized journeys for customers. By using Intelligent Document Automation, your sales team can streamline their document-based processes, liberate knowledge workers from manual tasks, and supercharge their operations.
Intelligent Document Automation™

Case Studies for Sales Enablement

Aflac solves communication problems and improves sales tactics

Challenge

The insurance industry is notorious for its slow response to new challenges, and Aflac, a leading insurance company, was facing a communication problem that hindered the efficiency of their sales team. They needed a solution that could provide real-time access to data and information, enabling sales representatives to rapidly address brokers' inquiries and make informed decisions. The challenge was to find an innovative technology partner that could develop a tool to streamline communication and adapt to the evolving needs of the sales team.

Solution

Aflac collaborated with Ushur, an innovative technology company, through a venture capital program similar to a Shark Tank experience. Ushur worked diligently to create a solution for Aflac's sales communication problem, developing a tool within six months that granted sales representatives real-time access to essential data and information. This allowed them to respond more effectively to brokers' inquiries and improve their overall performance.
Read the story 
Products Used:

Whitepaper

The Smart Guide to Conversational AI for Insurers

Discover the most effective conversational AI use cases, the differences between various conversational AI platforms and products and why conversational AI makes insurance customers and employees so happy.
Get the Smart Guide

Benefits of the Ushur Platform for Sales Enablement

Create convenience for customers and optimize support operations

Supercharge your the distribution channel that 55% of customers say they still prefer to consume through - sales teams and agents. Help sales teams by keeping them compliant, accessing up-to-date materials, automating quoting, and freeing them to manage the high-touch relationships they care most about

Help agents pitch

Ushur's intelligent process automation and document processing capabilities let agents use AI to dramatically cut processing time and improve close rates.

Securely serve CRM data

With the compliant and secure Ushur CXA platform, sales teams can directly serve data stored in CRMs and use it to keep customers up to date; and deals moving quickly.

Automation that Understands

Understand
Understand bodies of text, whether in a document, an image, or a conversation
Act
Take action when necessary, either with explicit or implicit human sign-off
Expand
Expand the journey across channels, including SMS, email, Invisible App™, social, or voice
Support
Ushur’s AI platform supports more than 60 languages and delivers best-in-class sentiment analysis for any customer engagement