Your Spiro Assistant uses artificial intelligence to make recommendations on who you should call, encourages you to confirm meetings and keep your opportunities up to date. Below are some recommendations you might see from your Assistant tab in Spiro.
By creating an opportunity, you’re telling Spiro that you are trying to close a deal with a specific company or contact. Your Assistant monitors your opportunity activity and makes proactive recommendations on who you should call each day to be sure no deals fall through the cracks.
View your daily reminders (and past due reminders). You can update reminders using the "Not Now" button. To mark a reminder as done, click the done button to close to reminder card and move on the next.
Use Spiro's preloaded template to quickly send out an email to confirm calendar events
New Deal Alert
Based on email activity, your Assistant will ask if you want a contact, company and opportunity created for prospects you are emailing that are not in Spiro.
Update Close Dates
It is important to keep opportunities up to date! If a close date is in the past, Spiro will ask you to update the close date.
Questions? Email [email protected]