Integration Description
The Siro + Improveit 360 integration is built for scale — an enterprise-ready solution designed to support mid-market and enterprise-level home improvement companies. With this integration, Siro automatically syncs every sales conversation to the relevant sales appointment in Improveit 360 so that Siro customers can instantly access AI-generated summaries and recording links directly from within Improveit 360 — keeping everything organized and in one place.
What can managers and reps expect with this integration?
- Enterprise-Ready Visibility at Scale: Built for companies running large sales teams, this integration ensures that every Siro recording is tied directly to the right Sales Appointments — making it easy to audit, analyze, and optimize sales conversations at scale.
- CRM Fields for Quick Access: Improveit 360 customers using Siro benefit from a Recording Link field that surfaces the recording link right inside the sales appointment record — eliminating the need to bounce between systems.
- Data-Driven Sales Process Optimization: With every recording tied to outcomes, leaders can identify patterns in top-performing reps, fine-tune scripts and playbooks, and coach with clarity — all based on real data.
FAQ’s
- How do I set this up?
- How does recording work?
- Is this legal?
- How does the AI work?
How does this look?
For any additional questions, please reach out to [email protected]