Voice AI, Meeting Prep, Follow-up: Acto's New Features at a Glance
Summary
Over four days we are introducing one new Acto feature per day. Short and to the point, each with a preview video.
Dozens of wholesalers and manufacturers already use Acto's sales intelligence to uncover potential and sell based on data.
From now on, our AI assistant works closely with field sales teams in their day-to-day work, with concrete support for prioritising, preparing and following up customer meetings.
This week we walk you through our new features, one video per day. The videos are in German.
Day 1: Prioritise customers by revenue potential
The problem: If you plan your week by gut feeling or geography alone, you leave a lot of money on the table. And if you analyse tens of thousands of sales records by hand every week, you lose valuable selling time.
The solution: Acto proactively suggests the customers with the greatest revenue potential. You see at once where upselling opportunities are waiting or where a customer is at risk of churning, and you can add them to your weekly plan with one click. More on the approach: potential-based selling.
Day 2: Prepare meetings in a targeted way
The problem: Five or more customer visits a day, with driving time in between, often leaves no room for preparation. Reps go into the meeting with half the picture.
The solution: Acto delivers the full customer context in seconds, from order history and critical trends to concrete talking points. That way you go into every meeting well prepared.
Day 3: Follow up meetings with less effort
The problem: Scraps of paper and late-night CRM updates on the laptop are the final boss of field sales. Important details get lost under pressure, follow-ups are forgotten and data quality drops.
The solution: After the meeting, you simply dictate the outcome to Acto. Our AI structures the information, creates tasks automatically and writes the visit report straight back to where it belongs: your CRM. Need a structure for your reports? Here is our free sales visit report template.
Day 4: Chat with your data
The problem: You have a specific question about your customers, but no time to dig through complicated dashboards and Excel lists.
The solution: Our new AI chat does the data work for you. You ask, Acto analyses.
- “Who are my 5 largest customers with declining revenue?”
- “I'm in Dortmund tomorrow. Who should I visit?”
- “Give me a meeting brief for the customer Mayer.”
Want to see the features with your own data? Book a demo with our team.
