Be The Best Prepared Sales Team In The World

uman helps your sales team build more pipeline by providing tools and insights that uncover new opportunities and streamline prospecting efforts. Here’s how:

1. Proactive Opportunity Identificationsome text
   • uman analyzes customer data, deal history, and similar accounts to surface untapped opportunities, such as upsell or cross-sell potential.
   • The benefit: Reps can expand their pipeline by identifying new opportunities within existing accounts.
2. Deep Account Researchsome text
   • uman provides detailed insights into target accounts, including company pain points, market challenges, and stakeholder profiles.
   • The benefit: Reps can tailor their outreach and messaging to resonate with prospects, increasing the likelihood of engagement.
3. Effortless Stakeholder Mappingsome text
   • uman identifies key decision-makers and influencers within target accounts and maps out the decision-making unit (DMU).
   • The benefit: Reps can focus their efforts on the right stakeholders, speeding up the sales process.
4. Automated Prospecting Materialssome text
   • uman generates on-brand, personalized emails, presentations, and discovery call decks for outreach.
   • The benefit: Reps spend less time creating materials and more time engaging with potential customers.
5. Improves Cold Outreach Effectivenesssome text
   • uman tailors recommendations for opening conversations based on industry insights and customer-specific data.
   • The benefit: Reps can approach prospects with confidence and relevance, improving response rates.

uman equips your sales team with the insights and tools they need to consistently build a strong, well-qualified pipeline—faster and with less effort.

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uman improves win rates by enabling your sales team to deliver more personalized, impactful, and informed customer interactions. Some of our customers have increased their win rates by 6% after implementing uman. Here’s how:

1. Tailored Meeting Preparationsome text
   • uman equips reps with customized sales decks, talking points, and discovery scripts tailored to each customer’s pain points and goals.
   • The benefit: Reps can confidently present relevant solutions, increasing customer engagement and trust.
2. Deep Account and Stakeholder Insightssome text
   • uman provides detailed research on accounts, markets, and decision-making units (DMUs), helping reps understand customer needs and identify key stakeholders.
   • The benefit: Reps can target the right people with the right message, improving their chances of success.
3. Proactive Opportunity Recommendationssome text
   • uman suggests upsell and cross-sell opportunities based on customer data and deal history.
   • The benefit: Reps can expand deal size and value, driving higher win rates.
4. Consistency Across Teamssome text
   • uman ensures every rep uses on-brand, consistent messaging and follows the same proven sales methodology.
   • The benefit: Customers experience a unified, professional approach, boosting confidence in your solution.
5. Streamlined Follow-Upssome text
   • uman automates follow-up materials and tasks, ensuring timely and personalized communication after every meeting.
   • The benefit: Reps stay top-of-mind for customers, increasing the likelihood of closing deals.

uman empowers your team to operate with precision and confidence, helping turn every customer interaction into a win. Customers leveraging uman have already seen measurable improvements in their win rates.

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uman automates the time-consuming steps of sales preparation, saving your team significant time and effort while delivering better results. Here’s a breakdown of the manual steps uman handles and how much time it saves per task:

Manual steps a sales rep should typically take to be ok prepared

1. Reading Annual Reports and Financial Updatessome text
   • Manual: Reviewing lengthy reports to identify relevant financial data, goals, or challenges.
   • Time saved: 30–45 minutes per account.
2. Checking the Latest Newssome text
   • Manual: Searching for news articles, press releases, or major announcements about the customer or their industry.
   • Time saved: 15–30 minutes per account.
3. Stakeholder Researchsome text
   • Manual: Identifying key decision-makers on LinkedIn or other platforms, reviewing their profiles, and mapping the decision-making unit (DMU).
   • Time saved: 20–30 minutes per account.
4. Reading Notes and Deal Data from CRMsome text
   • Manual: Reviewing CRM notes, deal history, and opportunity details to prepare for the meeting.
   • Time saved: 10–20 minutes per account.
5. Searching for Relevant Offerings and sales contentsome text
   • Manual: Matching your portfolio to the customer’s pain points or use cases.
   • Time saved: 15–25 minutes per account.
6. Personalizing Sales Contentsome text
   • Manual: Customizing pitch decks, discovery scripts, or follow-up materials to align with the account’s needs and brand guidelines.
   • Time saved: 20–40 minutes per account.
7. Preparing Follow-Up Materialssome text
   • Manual: Creating personalized follow-up emails, proposals, or recap presentations.
   • Time saved: 15–30 minutes per meeting.

Total Time Saved

umun easily saves 2–3 hours per account or meeting. Multiply this by the number of accounts your reps handle weekly.

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In complex B2B environments, onboarding new sales reps can take 6 to 12 months, far longer than in simpler sales models. Why?

• Broad and complex portfolios: New hires need to grasp a wide range of offerings, which can be overwhelming and difficult to master.
• Diverse verticals and stakeholders: Selling into multiple industries means understanding different market dynamics and pain points for various decision-makers, which takes time.
• Overloaded training and content: Traditional onboarding often floods new reps with too much information that isn’t immediately applicable, delaying their ability to sell effectively.

How uman solves this

uman transforms the onboarding process by delivering on-the-job enablement that helps new reps navigate complexity and contribute faster. For some clients, uman has reduced ramp-up time by over 2 months.

1. Simplifies the Portfolio Learning Curvesome text
   • uman centralizes your product and service portfolio in an easy-to-use knowledge base, providing tailored insights and examples for real-life scenarios.
   • The benefit: New reps quickly understand the portfolio and feel confident selling it, even in their first few months.
2. Delivers Tailored Market and Stakeholder Insightssome text
   • uman provides deep account research, pain point analysis, and stakeholder mapping for every sales interaction.
   • The benefit: Reps don’t need months to learn each market—they start with actionable insights specific to their accounts and prospects.
3. Turns Training into Practical Enablementsome text
   • uman integrates sales methodologies directly into reps’ daily workflows, providing on-the-spot guidance and tailored preparation for meetings.
   • The benefit: Training isn’t just theoretical—it’s applied, reinforcing new skills through practice.

uman eliminates the complexity and inefficiency of traditional onboarding, helping your new hires become confident, capable contributors in record time.

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The Challenge in Sales Transformation

Transitioning from transactional selling to more advanced methodologies like challenger sales or consultative selling requires sales teams to:

• Start from customer pain points to build tailored value propositions.
• Engage with multiple stakeholders and navigate growing decision-making units (DMUs).
• Personalize their messaging and storylines for each conversation.

Typically, companies rely heavily on:

1. Sales Training:some text
   • Strength: Builds awareness of new sales strategies and skills.
   • Where it fails: Training is often forgotten within weeks, doesn’t integrate into day-to-day workflows, and adoption is slow or inconsistent.
2. Sales Content Libraries:some text
   • Strength: Provide central access to materials for sales reps.
   • Where it fails: Content is not tailored or always actionable, quickly becomes outdated, and is expensive to set up and maintain.

These approaches leave sales teams struggling to adopt and sustain new methodologies, leading to inconsistent results.

How uman solves this

uman bridges the gap between training, content libraries, and practical implementation, enabling your sales transformation to succeed by making new methodologies actionable and easy to adopt.

1. Embeds Your Sales Methodologysome text
   • uman codifies your sales training into the system, integrating it directly into the daily workflows of your team.
   • The benefit: Sales reps have actionable guidance tailored to each customer conversation, ensuring consistent application of new strategies.
2. Delivers On-the-Job Supportsome text
   • uman provides tailored meeting preparation, including deep account research, stakeholder mapping, and DMU insights.
   • The benefit: Sales reps can confidently build and present tailored value propositions based on customer pain points.
3. Drives High Adoption Ratessome text
   • uman turns theoretical training into practical, repeatable processes with tools that reps actually use.
   • The benefit: Ensures your sales team fully adopts new selling methodologies, with measurable impact.
4. Supports Personalization at Scalesome text
   • uman creates personalized storylines, talking points, and sales materials for every customer interaction.
   • The benefit: Empowers reps to have meaningful, tailored conversations with multiple stakeholders.

uman transforms sales training and content into practical, on-the-job enablement, ensuring your team adopts challenger or consultative selling with confidence and drives lasting sales transformation.

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Cross-sell opportunities are often missed, and fewer than 10% of customers typically buy more than one service. Why does this happen?

• Sales stays in their comfort zone: Reps focus on selling what they already know instead of exploring the full portfolio.
• Rapid portfolio evolution: As offerings grow and change, it becomes harder for teams to keep up.
• Silos between sales and product experts: Sales reps struggle to connect customer needs with the right solutions without direct access to experts.
• Reactive updates: New product information is shared through ad-hoc training sessions or product updates, which are easily forgotten or inconsistently applied.

How uman solves this

uman transforms cross-sell into a proactive and repeatable process by addressing these challenges directly:

1. Centralized, Up-to-Date Portfolio Knowledge Basesome text
   • uman consolidates your entire portfolio—including offerings, use cases, and thought leadership—into an easy-to-access, always-current system.
   • The benefit: Sales reps confidently position the right solutions for every account, even in complex and fast-changing portfolios.
2. Deep Account Researchsome text
   • uman performs in-depth research on customer pain points, business objectives, and market challenges, linking them back to your portfolio.
   • The benefit: Sales reps can identify and present solutions that directly address customer needs, increasing relevance and trust.
3. Proactive Offering Suggestions for Every Meetingsome text
   • Uman provides tailored suggestions for cross-sell opportunities based on customer data, deal history, and similar accounts.
   • The benefit: Every meeting becomes a chance to expand the relationship and unlock additional revenue.

By addressing these barriers, uman enables your sales team to confidently and effectively uncover cross-sell opportunities. We’ve seen sales teams triple their cross-sell opportunities.

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uman prioritizes the security and privacy of your data. Here’s how we ensure your information stays protected:

1. Enterprise-Grade Encryptionsome text
   • All data is encrypted both at rest and in transit, ensuring it’s secure from unauthorized access.
   • Even if data is intercepted, it remains unreadable to third parties.
2. Compliance with Privacy Regulationssome text
   • We adhere to strict data protection regulations, including GDPR, ensuring your data is handled responsibly.
   • Your organization remains compliant with global and regional privacy laws.
3. ISO Certificationsome text
   • uman is certified to ISO/IEC 27001:2022, the international standard for information security management.
   • We are committed to maintaining the highest security standards.
4. Regular Penetration Testingsome text
   • We conduct yearly penetration testing by independent third-party security experts.
   • We address potential vulnerabilities proactively to keep your data safe.
5. Secure Cloud Hostingsome text
   • Data is stored on trusted cloud platforms with built-in security measures, regular audits, and real-time monitoring.
6. Continuous Security Audits and Updatessome text
   • We continuously monitor, test, and improve our security infrastructure.
   • This keeps your data secure against evolving threats and vulnerabilities.

With uman, you can trust that your data is safe, private, and fully protected—backed by industry-leading standards and rigorous testing.

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Yes, you can absolutely use uman, even if your CRM or sales content is not up-to-date. In fact, uman is designed to help you tackle this exact challenge. Here’s how:

1. Cleans Up Your Sales Content Librarysome text
   • What it does: uman organizes and updates your sales content, ensuring it is relevant, accurate, and easy to find.
   • The benefit: Your team spends less time searching for materials and more time selling, with confidence in the content they use.
2. Drives CRM Adoptionsome text
   • What it does: Automates CRM updates by syncing meeting notes, deal details, and follow-ups directly into your system.
   • The benefit: Keeps your CRM current without requiring manual input from sales reps, improving data accuracy and reliability.
3. Keeps Content Fresh and Trustedsome text
   • What it does: Continuously validates and updates your sales content and CRM data.
   • The benefit: Ensures that your team always has access to the latest, most accurate information, building trust in the system.

uman turns your existing data—no matter its starting condition—into a trusted, actionable resource for your sales team.

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uman connects GTM data from five key sources, providing your sales team with actionable insights and tailored preparation:

1. External Data Sources
   What it enables: Comprehensive research on accounts and stakeholders to ensure your team is fully informed before every meeting.some text
   • Account data: Collects insights from LinkedIn company pages, company websites, news sources, annual reports, ESG reports, job vacancies, technology stacks, and more.
   • Stakeholder data: Identifies stakeholders using LinkedIn profiles, company websites, and Google searches, providing detailed background information.
2. CRM Systems and Meeting Transcripts
   What it enables: Seamless integration with your existing tools for up-to-date account details and insights.some text
   • CRM data: Pulls notes, deal information, and opportunity data directly from your CRM (e.g., Salesforce, HubSpot, Microsoft Dynamics, SAP Sales Cloud).
   • Meeting transcripts: Captures insights from meeting recordings via uman’s system, including customer needs, competitor mentions, and follow-up actions.
3. Your Portfolio Knowledge Base
   What it enables: A centralized and lightweight way to maintain and access your offerings, cases, and thought leadership content.some text
   • uman organizes and centralizes your product and service portfolio, ensuring it’s easy to find and always up-to-date.
4. Your Sales Methodology
   What it enables: Consistent execution of your sales process, tailored to your team’s approach.some text
   • Codify your sales methodology and process into the system using instructions and prompts.
   • Access a library of templates and best practices to streamline and standardize your team’s approach.
5. Your Brand Templates
   What it enables: Automatically generated, on-brand sales materials that save time and ensure consistency.some text
   • Codify your brand templates for pitch decks, client case slides, and other collateral.
   • uman creates personalized, polished, and branded assets for every sales interaction.

By combining these sources, uman provides sales teams with trusted, actionable, and personalized insights—saving time and ensuring consistency across your organization.

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uman seamlessly integrates with the tools and platforms your sales team already uses, ensuring a smooth workflow and maximizing efficiency. Here’s a breakdown of our key integrations:

1. CRM Systems
   Supported Platforms: Salesforce, Microsoft Dynamics, HubSpot, SAP Sales Cloud.
   What it enables:some text
   • Automatically pulls deal and opportunity data.
   • Keeps your CRM updated without manual input.
   • Provides account insights and pipeline management directly connected to CRM data.
2. Calendar Systems
   Supported Platforms: Google Calendar, Outlook.
   What it enables:some text
   • Identifies upcoming meetings and prepares tailored insights and materials.
   • Syncs automatically to ensure all sales interactions are accounted for.
3. Video Call and Meeting Platforms
   Supported Platforms: Microsoft Teams, Google Meet.
   What it enables:some text
   • Captures and transcribes meeting notes.
   • Highlights key customer insights, competitors mentioned, and action points for follow-up.
4. Document Management Systems
   Supported Platforms: Google Docs, Google Slides, Microsoft SharePoint.
   What it enables:some text
   • Centralizes access to sales collateral and templates.
   • Automatically generates on-brand, personalized sales materials for meetings and follow-ups.
5. Custom Integrations
   What it enables:some text
   • Ability to connect to additional tools and systems based on your unique needs.
   • Offers flexibility for organizations with specialized tech stacks or workflows.

With uman’s integrations, your sales team can work more effectively without switching between tools—streamlining their workflow and saving time.

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uman is designed to get your sales team up and running within 2 weeks.

The onboarding happens in 3 phases, after each phase, you unlock more functionality and benefits for your team.

Here’s what happens in each phase and what you gain at every step:

Phase 1: Setup meeting preparation and onboard sales team (2 weeks)

What you get:

• Sales reps receive automated meeting preparation straight to their mailbox, including insights, key materials, and follow-up suggestions.
• The system starts creating value from day one by reducing manual effort and boosting meeting readiness.

What happens in this phase:

• AI scans your existing portfolio and sales content (e.g., your website, presentations, documents) to build a basic portfolio knowledge base.
• Encode your sales methodology and process together with our customer success team, starting from our template library of best practices
• uman integrates with your calendar (e.g., Google Calendar or Outlook) and begins preparing for upcoming meetings.

Phase 2: Branded Content Integration (2 weeks)

What you get:

• Your entire sales content library is cleaned up, rebranded, and organised.
• Reps get personalized decks and on-brand materials for every meeting, including intro decks and follow-up presentations.

What happens in this phase:

• Your existing templates are reviewed and refined to match your brand.
• uman generates sales enablement content, like case study decks, battle cards, full pitch decks and more

Phase 3: CRM Integration (2 weeks)

What you get:

• Your CRM is automatically updated after meetings, saving time and improving data accuracy.
• Deal fields and opportunity updates are seamless, keeping your CRM always up-to-date without reps needing to enter data manually.

What happens in this phase:

• uman connects to your CRM system (e.g., Salesforce, Microsoft Dynamics) and identifies key fields for automation.
• Sales workflows and deal updates are streamlined to eliminate admin overhead.

Summary

By the end of the onboarding process, your team will be equipped with:

1. Automated meeting preparation right from the start.
2. A clean, organized, and branded sales content library with tailored assets.
3. Automatic updates to your CRM, saving time and ensuring data accuracy.

With uman, you’ll start seeing results within the first two weeks, with more value unlocked at every phase.

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Before we tell you how uman is different, let’s look at the strengths and shortcomings of the sales enablement solutions available today—especially for complex B2B sales teams.

Sales Enablement Solutions

1. Sales Content Librariessome text
   • Strength: Provides a central place for sales materials.
   • Where it fails: Content quickly becomes outdated, hard to navigate, or irrelevant for specific use cases. Reps waste time searching and still don’t trust the content.
2. Data Providerssome text
   • Strength: Excellent for market research and providing valuable external data.
   • Where it fails: Often overly technical, leading to information overload. It’s only the first step in the sales process and doesn’t support actionable next steps.
3. Meeting Transcription Toolssome text
   • Strength: Captures meeting notes, customer insights, and updates CRM fields effectively.
   • Where it fails: Operates in silos and lacks the context or knowledge of your specific offerings and sales cases, limiting its utility.
4. AI Assistants (ChatGPT, Copilot, etc.)some text
   • Strength: Fantastic for personal productivity—we use them too! 😉
   • Where it fails: If your data is outdated or inconsistent, you’ll face “garbage in, garbage out” results. Sales teams also spend time learning manual prompting, which can lead to inconsistencies since everyone prompts differently.

How uman solves these issues

uman is purpose-built for complex B2B sales teams, addressing these exact challenges. Here’s how we’re different:

1. Actionable and tailored: uman creates ready-to-use materials for every meeting, including account insights, discovery scripts, and follow-ups.
2. Trustworthy data: It centralizes, validates, and ensures your CRM data and sales content stay up-to-date, so reps can rely on it without hesitation.
3. Integrated and proactive: uman connects with your CRM, calendars, and content systems to automate tasks like meeting preparation, follow-up, and CRM updates.
4. No new tools or skills to learn: uman works for you. It delivers meeting preparation directly to your inbox, updates your CRM automatically, and requires no extra effort or training for reps.

Why uman is different

Unlike other tools, uman is designed to align with how sales teams already work. Its simplicity and effectiveness lead to an 80%+ adoption rate, far exceeding the industry average of 20%.

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uman is designed for B2B sales teams that:

• Sell into different industries and markets.
• Offer multiple products or solutions.
• Compete in crowded markets where buyers have lots of information.
• Use sales methods like solution selling, challenger sales, or consultative selling.

uman is perfect for teams where every meeting needs to be well-prepared with insights and clear strategies.

uman is less suited for:

• Quick, transactional sales.
• Fully customized, one-off enterprise deals.

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