FAQs

Is TrueConnect a CRM (Client Relationship Management) System?
TrueConnect is a Sales Engagement Platform, meaning we help our users engage with their clients and prospects and ensure they’re building strong client relationships that result in higher sales and increased client retention. With that said, the TrueConnect platform includes extensive features that allow it to be used as a standalone CRM system for most users. For users who are already using CRM software, TrueConnect has the ability to sync with the top systems in the industry, ensuring all data is shared across platforms. Contact Us Here for more questions about syncing with your current platform.
Is TrueConnect a CRM (Client Relationship Management) System?
TrueConnect is a Sales Engagement Platform, meaning we help our users engage with their clients and prospects and ensure they’re building strong client relationships that result in higher sales and increased client retention. With that said, the TrueConnect platform includes extensive features that allow it to be used as a standalone CRM system for most users. For users who are already using CRM software, TrueConnect has the ability to sync with the top systems in the industry, ensuring all data is shared across platforms. Contact Us Here for more questions about syncing with your current platform.
Can my entire sales team use TrueConnect?
The TrueConnect platform was designed to be used by some of the most innovative sales teams on the planet and our technology is specifically meant to support multiple users. If you’re looking to implement TrueConnect for your entire team, Contact Us Here and we’ll help you get set up. TrueConnect team view allows managers to share contacts, see team activity, analyze connection history and close rates, and ultimately, close more business.
How is TrueConnect different from other sales tools?
Although most sales tools provide a way to record meeting notes and client information, they fail to proactively recommend ways that salespeople can use that information to add more value to their clients. TrueConnect using the latest in Machine Learning, Artificial Intelligence, and Natural Language processing to turn your meetings notes and client information into actionable touchpoint recommendations. This saves our users time and energy while increasing client engagement, maximizing client lifetime value, and ultimately increasing sales.