Next-best Actions — Let No Deal Stuck
Next-best Actions — Let No Deal Stuck
Next-best Actions — Let No Deal Stuck
Never second-guess your next move in a deal.
Never second-guess your next move in a deal.
Never second-guess your next move in a deal.
Skarbe’s AI eliminates uncertainty in deal progression, guiding you with the perfect next step every time. Stay ahead with personalized, context-aware recommendations that keep your pipeline moving. No more stalled deals or missed follow-ups – just clear, data-driven actions to close faster.
Skarbe’s AI eliminates uncertainty in deal progression, guiding you with the perfect next step every time. Stay ahead with personalized, context-aware recommendations that keep your pipeline moving. No more stalled deals or missed follow-ups – just clear, data-driven actions to close faster.
Skarbe’s AI eliminates uncertainty in deal progression, guiding you with the perfect next step every time. Stay ahead with personalized, context-aware recommendations that keep your pipeline moving. No more stalled deals or missed follow-ups – just clear, data-driven actions to close faster.
No credit card required
No credit card required
No credit card required
Problem
Why Deal Execution is a Mess Today
Why Deal Execution is a Mess Today
Sales teams often struggle with knowing what to do next on each deal. Reps juggle dozens of opportunities, and without a smart system, they rely on memory and manual tracking. This leads to:
Sales teams often struggle with knowing what to do next on each deal. Reps juggle dozens of opportunities, and without a smart system, they rely on memory and manual tracking. This leads to:
Sales teams often struggle with knowing what to do next on each deal. Reps juggle dozens of opportunities, and without a smart system, they rely on memory and manual tracking. This leads to:
Unclear priorities and missed follow-ups
Unclear priorities and missed follow-ups
Important tasks slip through the cracks when reps are overwhelmed by disorganized systems. With call notes in one place, tasks in another, and no single source of truth, it’s easy to lose track of next steps. As a result, reps often freeze up on what action to take next or waste time prepping and piecing together information.
Important tasks slip through the cracks when reps are overwhelmed by disorganized systems. With call notes in one place, tasks in another, and no single source of truth, it’s easy to lose track of next steps. As a result, reps often freeze up on what action to take next or waste time prepping and piecing together information.
Stalled deals and lost opportunities
Stalled deals and lost opportunities
Poor execution on follow-ups has a direct impact on revenue. Missing a scheduled call or forgetting to send that email can derail deal momentum. In fact, missed follow-up tasks or vague next steps quickly stall deals, causing clients to lose confidence. Every delay gives your competition a chance to swoop in. Lost responsiveness means lost deals.
Poor execution on follow-ups has a direct impact on revenue. Missing a scheduled call or forgetting to send that email can derail deal momentum. In fact, missed follow-up tasks or vague next steps quickly stall deals, causing clients to lose confidence. Every delay gives your competition a chance to swoop in. Lost responsiveness means lost deals.
Longer sales cycles
Longer sales cycles
When there’s no clear next action, deals linger in the pipeline. A lack of proactive engagement (or targeting the wrong activities) stretches out the sales cycle. Miscommunication and inconsistent follow-ups lead to confusion – prospects aren’t sure what’s coming next, and reps spend extra weeks “checking in” without progress. These bottlenecks slow down conversions and make hitting quota harder.
When there’s no clear next action, deals linger in the pipeline. A lack of proactive engagement (or targeting the wrong activities) stretches out the sales cycle. Miscommunication and inconsistent follow-ups lead to confusion – prospects aren’t sure what’s coming next, and reps spend extra weeks “checking in” without progress. These bottlenecks slow down conversions and make hitting quota harder.
Frustration with existing tools
Frustration with existing tools
Traditional sales enablement tools haven’t solved this. Many CRMs or task managers provide generic, one-size-fits-all reminders that lack context. Reps get overwhelmed with irrelevant suggestions or rigid sequences that don’t fit the unique situation of each deal. AI tools that spit out cookie-cutter recommendations can hurt more than help – 80% of customers are lost when interactions aren’t personalized. Salespeople need guidance, but not micromanagement by inflexible software.
Traditional sales enablement tools haven’t solved this. Many CRMs or task managers provide generic, one-size-fits-all reminders that lack context. Reps get overwhelmed with irrelevant suggestions or rigid sequences that don’t fit the unique situation of each deal. AI tools that spit out cookie-cutter recommendations can hurt more than help – 80% of customers are lost when interactions aren’t personalized. Salespeople need guidance, but not micromanagement by inflexible software.
Bottom line: Today’s deal management is chaotic. Reps are drowning in admin work and uncertainty instead of selling. Without clear next steps, even good opportunities go dark and revenue is left on the table. It’s time to fix this execution gap before another quarter slips away.
Bottom line: Today’s deal management is chaotic. Reps are drowning in admin work and uncertainty instead of selling. Without clear next steps, even good opportunities go dark and revenue is left on the table. It’s time to fix this execution gap before another quarter slips away.
Bottom line: Today’s deal management is chaotic. Reps are drowning in admin work and uncertainty instead of selling. Without clear next steps, even good opportunities go dark and revenue is left on the table. It’s time to fix this execution gap before another quarter slips away.
Bottom line: Today’s deal management is chaotic. Reps are drowning in admin work and uncertainty instead of selling. Without clear next steps, even good opportunities go dark and revenue is left on the table. It’s time to fix this execution gap before another quarter slips away.
Solution
How Skarbe Fixes It with Intelligent Next Steps
How Skarbe Fixes It with Intelligent Next Steps
How Skarbe Fixes It with Intelligent Next Steps
Skarbe’s Next-best Actions feature is your remedy for deal chaos. It’s like having a personal sales coach embedded in your CRM, one that analyzes your deals 24/7 and tells you the optimal next move based on real data.
Skarbe’s Next-best Actions feature is your remedy for deal chaos. It’s like having a personal sales coach embedded in your CRM, one that analyzes your deals 24/7 and tells you the optimal next move based on real data.
AI-powered context analysis
AI-powered context analysis
Skarbe automatically reads and learns from your call notes, emails, meeting transcripts, and pipeline data. Did the prospect mention needing approval from their boss? Did you promise to send a follow-up demo video? Skarbe knows.
It processes all those details to understand the state of each deal. Using this rich context, it generates tailored next-step recommendations that make sense for that specific opportunity (no more generic “just checking in” tasks). If your last call revealed a new pain point, Skarbe might prompt you to send a relevant case study; if a deal is stuck in proposal stage, it might suggest a follow-up call to address lingering concerns. The recommendations feel like they’re coming from a seasoned mentor who was in the meeting with you
Skarbe automatically reads and learns from your call notes, emails, meeting transcripts, and pipeline data. Did the prospect mention needing approval from their boss? Did you promise to send a follow-up demo video? Skarbe knows.
It processes all those details to understand the state of each deal. Using this rich context, it generates tailored next-step recommendations that make sense for that specific opportunity (no more generic “just checking in” tasks). If your last call revealed a new pain point, Skarbe might prompt you to send a relevant case study; if a deal is stuck in proposal stage, it might suggest a follow-up call to address lingering concerns. The recommendations feel like they’re coming from a seasoned mentor who was in the meeting with you
Automated Follow-Ups & Reminders
Automated Follow-Ups & Reminders
Keep the client engagement going without manual effort. Skarbe uses AI to draft follow-up emails and can even schedule gentle reminder emails when a client hasn’t responded in a few days.
It’s like having a personal assistant that ensures timely, effective follow-ups for every prospect or project. This means fewer clients “go dark” and more projects move forward on schedule.
Keep the client engagement going without manual effort. Skarbe uses AI to draft follow-up emails and can even schedule gentle reminder emails when a client hasn’t responded in a few days.
It’s like having a personal assistant that ensures timely, effective follow-ups for every prospect or project. This means fewer clients “go dark” and more projects move forward on schedule.
One-Click CRM Sync (Zero Data Entry)
One-Click CRM Sync (Zero Data Entry)
Say goodbye to the drudgery of updating spreadsheets or CRM records after each call. With one click, Skarbe syncs your call notes, emails, and action items, CRM records.
Your team spends 0 minutes on data entry, and yet your client database is always complete and up-to-date.
Say goodbye to the drudgery of updating spreadsheets or CRM records after each call. With one click, Skarbe syncs your call notes, emails, and action items, CRM records.
Your team spends 0 minutes on data entry, and yet your client database is always complete and up-to-date.
COMING SOON
COMING SOON
COMING SOON
Smart Scheduling Assistant
Smart Scheduling Assistant
Stop playing calendar tag with clients. Skarbe’s smart scheduler finds optimal meeting times, sends invites, and can even follow up to confirm meetings. Need to set a monthly check-in call with 15 clients? Skarbe automates the outreach and scheduling. This reduces back-and-forth emails and makes booking meetings seamless for both your team and your clients.
Stop playing calendar tag with clients. Skarbe’s smart scheduler finds optimal meeting times, sends invites, and can even follow up to confirm meetings. Need to set a monthly check-in call with 15 clients? Skarbe automates the outreach and scheduling. This reduces back-and-forth emails and makes booking meetings seamless for both your team and your clients.
Instant Data Enrichment
Instant Data Enrichment
Get full context on every client. The moment you add a new client contact, Skarbe can auto-enrich their profile with public data – pulling in details like their company info, job title, LinkedIn profile, and more. Walk into every client conversation prepared, without spending time on research.
It’s an immediate 360° view of who you’re talking to, which means more personalized service and insight-driven pitches.
Get full context on every client. The moment you add a new client contact, Skarbe can auto-enrich their profile with public data – pulling in details like their company info, job title, LinkedIn profile, and more. Walk into every client conversation prepared, without spending time on research.
It’s an immediate 360° view of who you’re talking to, which means more personalized service and insight-driven pitches.
Each of these features is designed to reduce manual work and enhance client communication. Together, they ensure you’re always on top of each account without feeling overwhelmed.
Key Features
What You Gain with Next-best Actions
What You Gain with Next-best Actions
What You Gain with Next-best Actions
AI-Generated Next Steps, Personalized to Your Deals
AI-Generated Next Steps, Personalized to Your Deals
Get tailor-made recommendations for each opportunity. Skarbe’s AI doesn’t dish out generic advice; it studies your deal’s history and current status to suggest actions that fit. Whether it’s a follow-up call referencing a specific pain point or a personalized email with content relevant to that prospect, every tip is grounded in your deal data.
This level of personalization keeps customers engaged – you’re always reaching out with something relevant, at the right time. (Even Salesforce’s AI assistant does this by suggesting personalized recommendations to reps – Skarbe brings the same power to your entire team, regardless of CRM.)
The benefit? Higher response rates and more receptive prospects, because your outreach resonates instead of annoys.
Get tailor-made recommendations for each opportunity. Skarbe’s AI doesn’t dish out generic advice; it studies your deal’s history and current status to suggest actions that fit. Whether it’s a follow-up call referencing a specific pain point or a personalized email with content relevant to that prospect, every tip is grounded in your deal data.
This level of personalization keeps customers engaged – you’re always reaching out with something relevant, at the right time. (Even Salesforce’s AI assistant does this by suggesting personalized recommendations to reps – Skarbe brings the same power to your entire team, regardless of CRM.)
The benefit? Higher response rates and more receptive prospects, because your outreach resonates instead of annoys.
Time Savings
Time Savings
Skip the tedious admin work after meetings. With Skarbe, there’s no need to re-listen to recordings or manually compile notes, because the AI captures everything for you. Users save hours that would have been spent writing or revisiting meetings – listening back to a full meeting recording is incredibly time-consuming, whereas a quick AI summary gives you the highlights in minutes. That means you and your team can focus on moving work forward, not on paperwork.
Skip the tedious admin work after meetings. With Skarbe, there’s no need to re-listen to recordings or manually compile notes, because the AI captures everything for you. Users save hours that would have been spent writing or revisiting meetings – listening back to a full meeting recording is incredibly time-consuming, whereas a quick AI summary gives you the highlights in minutes. That means you and your team can focus on moving work forward, not on paperwork.
Never Lose Momentum – Timely, Data-Backed Recommendations
Never Lose Momentum – Timely, Data-Backed Recommendations
Skarbe makes sure no deal ever goes idle. By monitoring your pipeline status and engagement signals, it flags stalls before they happen and nudges you with the next step to keep things moving. Every recommendation is backed by data: last contact dates, buyer responsiveness, deal stage benchmarks, and more. That means you get the right action at the right moment – like a reminder to follow up 48 hours after a demo, or a prompt to loop in the VP after interest from lower-level champions. These timely interventions ensure momentum never fades. Sales reps maintain consistent progress with prospects, reducing the chance of deals slipping into limbo. Ultimately, deals close faster when there’s continuous motion, leading to shorter sales cycles. You’ll notice the difference in your pipeline health: fewer “stuck” deals and more deals advancing stage by stage without delay.
Skarbe makes sure no deal ever goes idle. By monitoring your pipeline status and engagement signals, it flags stalls before they happen and nudges you with the next step to keep things moving. Every recommendation is backed by data: last contact dates, buyer responsiveness, deal stage benchmarks, and more. That means you get the right action at the right moment – like a reminder to follow up 48 hours after a demo, or a prompt to loop in the VP after interest from lower-level champions. These timely interventions ensure momentum never fades. Sales reps maintain consistent progress with prospects, reducing the chance of deals slipping into limbo. Ultimately, deals close faster when there’s continuous motion, leading to shorter sales cycles. You’ll notice the difference in your pipeline health: fewer “stuck” deals and more deals advancing stage by stage without delay.
Customize Your Workflow – Blend AI & Manual Inputs
Customize Your Workflow – Blend AI & Manual Inputs
We know your sales process has unique steps and that human insight is irreplaceable. Skarbe empowers you to combine AI guidance with your own strategy. You can easily insert custom tasks, set personal reminders, or override suggestions when needed – all within the platform.
Instead of a rigid checklist, you get a flexible action plan that adapts to real-world nuances. For example, if your playbook requires a ROI analysis for deals over a certain value, you can add that task alongside Skarbe’s suggestions. The system welcomes these custom inputs.
This blending of AI and manual actions means you stay in control. Skarbe isn’t a micromanager; it’s a co-pilot. It provides structure and insight, but you steer the relationship with the prospect. By tailoring the recommended actions (and adding your own), you get a workflow that feels personal and effective.
No more fighting against a tool’s one-size-fits-all sequence. With Skarbe, your process becomes both smart and customizable – the tool adapts to you.
We know your sales process has unique steps and that human insight is irreplaceable. Skarbe empowers you to combine AI guidance with your own strategy. You can easily insert custom tasks, set personal reminders, or override suggestions when needed – all within the platform.
Instead of a rigid checklist, you get a flexible action plan that adapts to real-world nuances. For example, if your playbook requires a ROI analysis for deals over a certain value, you can add that task alongside Skarbe’s suggestions. The system welcomes these custom inputs.
This blending of AI and manual actions means you stay in control. Skarbe isn’t a micromanager; it’s a co-pilot. It provides structure and insight, but you steer the relationship with the prospect. By tailoring the recommended actions (and adding your own), you get a workflow that feels personal and effective.
No more fighting against a tool’s one-size-fits-all sequence. With Skarbe, your process becomes both smart and customizable – the tool adapts to you.
System That Learns – Smarter Recommendations Over Time
System That Learns – Smarter Recommendations Over Time
Skarbe grows with you. It’s not just AI; it’s adaptive AI. Every interaction – whether you complete a suggested task, reschedule it, or ignore it – feeds back into our learning engine. Over time, Skarbe identifies patterns: which types of actions lead to positive responses, which suggestions you tend to modify, and what deal outcomes result. Using this, it refines future recommendations to be even more in tune with your selling style and what actually closes deals.
Think of it as your playbook constantly optimizing itself. In a few months, the difference is noticeable: the AI’s suggestions will feel almost like they’re reading your mind, aligning perfectly with what you find effective. This continuous improvement gives you a competitive edge – while other teams’ tools go stale, Skarbe is getting better every day by learning from real user behavior and results. The outcome: higher win rates and a system that truly partners with your team.
Skarbe grows with you. It’s not just AI; it’s adaptive AI. Every interaction – whether you complete a suggested task, reschedule it, or ignore it – feeds back into our learning engine. Over time, Skarbe identifies patterns: which types of actions lead to positive responses, which suggestions you tend to modify, and what deal outcomes result. Using this, it refines future recommendations to be even more in tune with your selling style and what actually closes deals.
Think of it as your playbook constantly optimizing itself. In a few months, the difference is noticeable: the AI’s suggestions will feel almost like they’re reading your mind, aligning perfectly with what you find effective. This continuous improvement gives you a competitive edge – while other teams’ tools go stale, Skarbe is getting better every day by learning from real user behavior and results. The outcome: higher win rates and a system that truly partners with your team.
Seamless CRM Integration – Keep Everything in One Place
Seamless CRM Integration – Keep Everything in One Place
No need to change your daily routine or juggle multiple apps. Skarbe’s Next-best Actions syncs with your existing CRM and sales tools. You’ll see AI recommendations and your tasks right within the opportunity or account view in Skarbe, updated in real time.
When Skarbe creates a task or you check one off, it’s all automatically synced – so managers and teammates always have up-to-date info on deal status. This unified approach eliminates double entry and the risk of data silos.
It also means less tool switching for reps: you can act on Skarbe’s suggestions from the same place you log notes and emails. Everything happens in one workflow. By fitting into your current system, Skarbe ensures adoption is easy (your team won’t resist using yet “another tool”) and data stays centralized.
No need to change your daily routine or juggle multiple apps. Skarbe’s Next-best Actions syncs with your existing CRM and sales tools. You’ll see AI recommendations and your tasks right within the opportunity or account view in Skarbe, updated in real time.
When Skarbe creates a task or you check one off, it’s all automatically synced – so managers and teammates always have up-to-date info on deal status. This unified approach eliminates double entry and the risk of data silos.
It also means less tool switching for reps: you can act on Skarbe’s suggestions from the same place you log notes and emails. Everything happens in one workflow. By fitting into your current system, Skarbe ensures adoption is easy (your team won’t resist using yet “another tool”) and data stays centralized.
Real-World Use Cases
How Teams Use Next-best Actions to Win More Deals
How Teams Use Next-best Actions to Win More Deals
How Teams Use Next-best Actions to Win More Deals
Use Case 1
Reviving a Stalled Deal
Reviving a Stalled Deal
Challenge
Challenge
An account executive, Maria, had a promising deal that suddenly went silent after a great demo. Weeks passed with no reply from the prospect. In a traditional scenario, this deal might slip away quietly.
An account executive, Maria, had a promising deal that suddenly went silent after a great demo. Weeks passed with no reply from the prospect. In a traditional scenario, this deal might slip away quietly.
An account executive, Maria, had a promising deal that suddenly went silent after a great demo. Weeks passed with no reply from the prospect. In a traditional scenario, this deal might slip away quietly.
How Skarbe Helped
How Skarbe Helped
Skarbe’s AI noticed the lack of activity and immediately flagged the deal as at risk. It analyzed the last call notes – the prospect had expressed concern about integration. Skarbe prompted Maria with a Next-best Action:
Skarbe’s AI noticed the lack of activity and immediately flagged the deal as at risk. It analyzed the last call notes – the prospect had expressed concern about integration. Skarbe prompted Maria with a Next-best Action:
Skarbe’s AI noticed the lack of activity and immediately flagged the deal as at risk. It analyzed the last call notes – the prospect had expressed concern about integration. Skarbe prompted Maria with a Next-best Action:
“Send the prospect a case study on our successful integration with a similar client, and propose a follow-up call to address any integration concerns.”
“Send the prospect a case study on our successful integration with a similar client, and propose a follow-up call to address any integration concerns.”
“Send the prospect a case study on our successful integration with a similar client, and propose a follow-up call to address any integration concerns.”
“Send the prospect a case study on our successful integration with a similar client, and propose a follow-up call to address any integration concerns.”
Maria sent the suggested email with the case study. The prospect responded the next day, grateful for the relevant info, and booked a call. The deal was back on track. By proactively suggesting a context-specific follow-up, Skarbe helped revive a deal that might have died otherwise. Maria eventually closed the deal, crediting the timely nudge for re-engaging the buyer.
Maria sent the suggested email with the case study. The prospect responded the next day, grateful for the relevant info, and booked a call. The deal was back on track. By proactively suggesting a context-specific follow-up, Skarbe helped revive a deal that might have died otherwise. Maria eventually closed the deal, crediting the timely nudge for re-engaging the buyer.
Maria sent the suggested email with the case study. The prospect responded the next day, grateful for the relevant info, and booked a call. The deal was back on track. By proactively suggesting a context-specific follow-up, Skarbe helped revive a deal that might have died otherwise. Maria eventually closed the deal, crediting the timely nudge for re-engaging the buyer.
Use Case 2
Staying on Top of a Packed Pipeline
Staying on Top of a Packed Pipeline
Challenge
Challenge
Raj is handling 40+ active opportunities at once – a mix of new leads, mid-stage deals, and nearing-close negotiations. Keeping track of every next step was overwhelming; he often spent mornings figuring out who to follow up with first, and occasionally he missed an important task in the shuffle.
Raj is handling 40+ active opportunities at once – a mix of new leads, mid-stage deals, and nearing-close negotiations. Keeping track of every next step was overwhelming; he often spent mornings figuring out who to follow up with first, and occasionally he missed an important task in the shuffle.
Raj is handling 40+ active opportunities at once – a mix of new leads, mid-stage deals, and nearing-close negotiations. Keeping track of every next step was overwhelming; he often spent mornings figuring out who to follow up with first, and occasionally he missed an important task in the shuffle.
How Skarbe Helped
How Skarbe Helped
With Skarbe, Raj starts his day with a prioritized list of Next-best Actions across all his deals. It might say:
With Skarbe, Raj starts his day with a prioritized list of Next-best Actions across all his deals. It might say:
With Skarbe, Raj starts his day with a prioritized list of Next-best Actions across all his deals. It might say:
Deal A: “Call to follow up on the proposal sent 3 days ago.” Deal B: “Email VP with ROI details requested.” Deal C: “Schedule intro call with the new stakeholder (identified on LinkedIn).”
Deal A: “Call to follow up on the proposal sent 3 days ago.” Deal B: “Email VP with ROI details requested.” Deal C: “Schedule intro call with the new stakeholder (identified on LinkedIn).”
Deal A: “Call to follow up on the proposal sent 3 days ago.” Deal B: “Email VP with ROI details requested.” Deal C: “Schedule intro call with the new stakeholder (identified on LinkedIn).”
Deal A: “Call to follow up on the proposal sent 3 days ago.” Deal B: “Email VP with ROI details requested.” Deal C: “Schedule intro call with the new stakeholder (identified on LinkedIn).”
This list is automatically sorted by urgency and impact, so Raj knows what to tackle first. He can also add his own to-dos (like preparing a custom quote for Deal D) into the queue. Now, nothing gets forgotten. Raj feels in control because the system is organizing his follow-ups for him, with clear rationale behind each suggestion. In one instance, Skarbe reminded him to reconnect with a prospect who had gone quiet – something he admits he would have overlooked on his own. That timely call led to re-engagement and eventually a sale.
This list is automatically sorted by urgency and impact, so Raj knows what to tackle first. He can also add his own to-dos (like preparing a custom quote for Deal D) into the queue. Now, nothing gets forgotten. Raj feels in control because the system is organizing his follow-ups for him, with clear rationale behind each suggestion. In one instance, Skarbe reminded him to reconnect with a prospect who had gone quiet – something he admits he would have overlooked on his own. That timely call led to re-engagement and eventually a sale.
This list is automatically sorted by urgency and impact, so Raj knows what to tackle first. He can also add his own to-dos (like preparing a custom quote for Deal D) into the queue. Now, nothing gets forgotten. Raj feels in control because the system is organizing his follow-ups for him, with clear rationale behind each suggestion. In one instance, Skarbe reminded him to reconnect with a prospect who had gone quiet – something he admits he would have overlooked on his own. That timely call led to re-engagement and eventually a sale.
The result
The result
Raj consistently moves all 40+ deals forward, and his productivity has skyrocketed. He spends more time talking to customers and less time combing through notes or building task lists. His pipeline reviews with management are a breeze since every deal has a next step scheduled.
Raj consistently moves all 40+ deals forward, and his productivity has skyrocketed. He spends more time talking to customers and less time combing through notes or building task lists. His pipeline reviews with management are a breeze since every deal has a next step scheduled.
Raj consistently moves all 40+ deals forward, and his productivity has skyrocketed. He spends more time talking to customers and less time combing through notes or building task lists. His pipeline reviews with management are a breeze since every deal has a next step scheduled.
Use Case 3
No More “Forgotten” Opportunities
No More “Forgotten” Opportunities
Challenge
Challenge
A sales team at a SaaS company realized many “warm leads” were falling through the cracks. For example, one rep had a discovery call that went well, but he forgot to send a follow-up email confirming the next meeting – and the prospect never re-engaged. These small slips were costing them deals and revenue, often without them even realizing it until much later.
A sales team at a SaaS company realized many “warm leads” were falling through the cracks. For example, one rep had a discovery call that went well, but he forgot to send a follow-up email confirming the next meeting – and the prospect never re-engaged. These small slips were costing them deals and revenue, often without them even realizing it until much later.
How Skarbe Helped
How Skarbe Helped
After implementing Skarbe, those slips virtually disappeared.
In that same scenario now, right after the discovery call, Skarbe would prompt the rep: “Send recap email and schedule next meeting.” The rep would see it pop up as a task (often auto-generated by Skarbe from the call transcript) and could send it off immediately.
In fact, Skarbe’s AI Sales Agent often drafts a suggested follow-up email based on the call discussion, which the rep can tweak and send – saving time and ensuring the follow-up happens. This proactive assistance means every lead is followed up properly.
The team saw their conversion rates from first call to second meeting jump significantly in the next quarter. Deals that used to fizzle out due to forgetfulness now stay alive and progress. The sales manager noted, “It’s like we have an assistant shadowing each rep, gently reminding them what to do next so nothing falls through the cracks.” By catching those “forgotten” follow-ups, Skarbe helped the team capitalize on opportunities that would have been lost before.
After implementing Skarbe, those slips virtually disappeared.
In that same scenario now, right after the discovery call, Skarbe would prompt the rep: “Send recap email and schedule next meeting.” The rep would see it pop up as a task (often auto-generated by Skarbe from the call transcript) and could send it off immediately.
In fact, Skarbe’s AI Sales Agent often drafts a suggested follow-up email based on the call discussion, which the rep can tweak and send – saving time and ensuring the follow-up happens. This proactive assistance means every lead is followed up properly.
The team saw their conversion rates from first call to second meeting jump significantly in the next quarter. Deals that used to fizzle out due to forgetfulness now stay alive and progress. The sales manager noted, “It’s like we have an assistant shadowing each rep, gently reminding them what to do next so nothing falls through the cracks.” By catching those “forgotten” follow-ups, Skarbe helped the team capitalize on opportunities that would have been lost before.
This list is automatically sorted by urgency and impact, so Raj knows what to tackle first. He can also add his own to-dos (like preparing a custom quote for Deal D) into the queue.
Now, nothing gets forgotten. Raj feels in control because the system is organizing his follow-ups for him, with clear rationale behind each suggestion. In one instance, Skarbe reminded him to reconnect with a prospect who had gone quiet – something he admits he would have overlooked on his own. That timely call led to re-engagement and eventually a sale.
This list is automatically sorted by urgency and impact, so Raj knows what to tackle first. He can also add his own to-dos (like preparing a custom quote for Deal D) into the queue.
Now, nothing gets forgotten. Raj feels in control because the system is organizing his follow-ups for him, with clear rationale behind each suggestion. In one instance, Skarbe reminded him to reconnect with a prospect who had gone quiet – something he admits he would have overlooked on his own. That timely call led to re-engagement and eventually a sale.
This list is automatically sorted by urgency and impact, so Raj knows what to tackle first. He can also add his own to-dos (like preparing a custom quote for Deal D) into the queue.
Now, nothing gets forgotten. Raj feels in control because the system is organizing his follow-ups for him, with clear rationale behind each suggestion. In one instance, Skarbe reminded him to reconnect with a prospect who had gone quiet – something he admits he would have overlooked on his own. That timely call led to re-engagement and eventually a sale.
These are just a few examples of Skarbe’s Next-best Actions in action. Across the board, the common theme is preventing deal stagnation and increasing win rates. Whether it’s a nudge that saves a deal on the brink, prioritization that maximizes a rep’s efficiency, or simply ensuring professional, prompt follow-ups, Skarbe delivers tangible results on the sales floor.
These are just a few examples of Skarbe’s Next-best Actions in action. Across the board, the common theme is preventing deal stagnation and increasing win rates. Whether it’s a nudge that saves a deal on the brink, prioritization that maximizes a rep’s efficiency, or simply ensuring professional, prompt follow-ups, Skarbe delivers tangible results on the sales floor.
These are just a few examples of Skarbe’s Next-best Actions in action. Across the board, the common theme is preventing deal stagnation and increasing win rates. Whether it’s a nudge that saves a deal on the brink, prioritization that maximizes a rep’s efficiency, or simply ensuring professional, prompt follow-ups, Skarbe delivers tangible results on the sales floor.
What our customers say
What our customers say
Join the growing number of small businesses who have ditched spreadsheets and outdated databases for intelligent enrichment.
Sales teams from dozens of startups and SMBs trust Skarbe to keep their data fresh and fuel their growth. Here’s what a few of them have to say:
Join the growing number of small businesses who have ditched spreadsheets and outdated databases for intelligent enrichment.
Sales teams from dozens of startups and SMBs trust Skarbe to keep their data fresh and fuel their growth. Here’s what a few of them have to say:
Join the growing number of small businesses who have ditched spreadsheets and outdated databases for intelligent enrichment.
Sales teams from dozens of startups and SMBs trust Skarbe to keep their data fresh and fuel their growth. Here’s what a few of them have to say:
“…Skarbe also really helps to get a clear picture of the current pipeline and the status of each client, making it easier to see where the sales team might need support.
By the way, Skarbe offers great suggestions for what the next step could be. Plus, the interface is very user-friendly and simple to navigate."
“…Skarbe also really helps to get a clear picture of the current pipeline and the status of each client, making it easier to see where the sales team might need support.
By the way, Skarbe offers great suggestions for what the next step could be. Plus, the interface is very user-friendly and simple to navigate."
“…Skarbe also really helps to get a clear picture of the current pipeline and the status of each client, making it easier to see where the sales team might need support.
By the way, Skarbe offers great suggestions for what the next step could be. Plus, the interface is very user-friendly and simple to navigate."
Natallia Drogolchuk
Co-Founder & CEO of Elatra
Co-Founder & CEO of Elatra
Ready to Never Miss a Next Step?
Ready to Never Miss a Next Step?
Skarbe’s Next-best Actions feature takes the guesswork out of sales. No more “I’ll get back to them... eventually.” No more deals dying due to neglect or disorganization. With Skarbe, every next step is clear, and executing your sales strategy becomes effortless.
It’s time to equip your team with the tool they’ve been waiting for – one that actually helps them sell better, not just manage data. If you’re ready to close more deals with less stress, give Skarbe a try.
Get Started for Free and see how AI-guided next steps can elevate your win rates. Or Talk to Sales to learn how Skarbe can fit your organization.
Don’t let another quarter of deals slip through the cracks. Turn on the power of intelligent next-best actions and watch your sales soar.
Start your free trial of Skarbe today and experience the difference of always knowing your next move.
Skarbe’s Next-best Actions feature takes the guesswork out of sales. No more “I’ll get back to them... eventually.” No more deals dying due to neglect or disorganization. With Skarbe, every next step is clear, and executing your sales strategy becomes effortless.
It’s time to equip your team with the tool they’ve been waiting for – one that actually helps them sell better, not just manage data. If you’re ready to close more deals with less stress, give Skarbe a try.
Get Started for Free and see how AI-guided next steps can elevate your win rates. Or Talk to Sales to learn how Skarbe can fit your organization.
Don’t let another quarter of deals slip through the cracks. Turn on the power of intelligent next-best actions and watch your sales soar.
Start your free trial of Skarbe today and experience the difference of always knowing your next move.
Skarbe’s Next-best Actions feature takes the guesswork out of sales. No more “I’ll get back to them... eventually.” No more deals dying due to neglect or disorganization. With Skarbe, every next step is clear, and executing your sales strategy becomes effortless.
It’s time to equip your team with the tool they’ve been waiting for – one that actually helps them sell better, not just manage data. If you’re ready to close more deals with less stress, give Skarbe a try.
Get Started for Free and see how AI-guided next steps can elevate your win rates. Or Talk to Sales to learn how Skarbe can fit your organization.
Don’t let another quarter of deals slip through the cracks. Turn on the power of intelligent next-best actions and watch your sales soar.
Start your free trial of Skarbe today and experience the difference of always knowing your next move.
Your Personal Sales Engine
Copyright © 2025 Skarbe Inc. All Rights Reserved
Your Personal Sales Engine
Copyright © 2025 Skarbe Inc. All Rights Reserved
Your Personal Sales Engine
Copyright © 2025 Skarbe Inc. All Rights Reserved
Your Personal Sales Engine
Copyright © 2025 Skarbe Inc. All Rights Reserved