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, including the dollar amount, opportunity name, and sales disposition. Custom fields have been built specifically for Siro customers, allowing teams to 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 sales appointment’s value and disposition—making it easy to audit, analyze, and optimize sales conversations at scale.
- Custom CRM Fields for Quick Access: Improveit 360 customers using Siro benefit from custom fields that surface the summary and recording link right inside the sales opportunity 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]