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A Sidekick
for every deal.

Each Sidekick pushes its deal forward, using what your team learned on every deal before it.

Illustrative example. Company names and logos belong to their owners; they are not Doris customers.

Patently
“I can answer it in about two minutes. Before, it took me 20 or 30 minutes.”
Connor O’Shea, CRO, Patently
5-6 hrs
saved each week on sales admin
+165%
more deals close within the forecast window
Read Patently’s story

The CRM is the system of record for fields. It holds the stage, the amount and the close date because a rep typed them in. It does not hold what the buyer said on the second call.

That lives in call recordings, email threads and documents. When the rep leaves, it leaves with them.

Doris is the system of meaning for deals. It reads every call, email and document, links each one to the deal it belongs to, and keeps one typed record of what is true about that deal.

Your Sidekicks work from that record.

Read the mission

Under every deal, the Doris Ontology.

Each Sidekick rides its deal through your pipeline and reads what the ontology knows about it.

Illustrative example. Not Doris customers.

Every source feeds one record.

Calls, email, calendars, documents and the CRM.

What was said becomes typed facts.

Each one tied to the line it came from.

Then linked to the deal.

One picture of the deal, current as of the last call.

Your Sidekick is armed with your whole GTM.

It knows this deal and what worked on the ones before it, so the next step it suggests is the right one.

What your Sidekick hands you.

Not reminders. The work, done, for you to check.

The brief is ready before you are.

What was promised, what is still open, and who is new on the thread.

Before the next Spotify call

Deal Sidekick · Tomás Ferreira joins

Illustrative example

See what happened when other deals hit the same concern.

Volume pricing came up on this deal. It came up on three other deals too. Doris shows what each rep answered and how each deal ended.

Volume pricing above 100 seats

Concern

Seen before

Raised on 3 other deals.

Illustrative example

Your team gets Sidekicks. You keep the controls.

  • Nothing reaches a buyer unseen. Every email or invite to a buyer waits for a person who has read the exact message.
  • Every answer opens to its source. The call, the email or the document, with the line it came from.
  • Usage for each person, every week. Who uses Sidekicks, how much, and what they approved.
For leaders

Usage by member

  • Mei Tanaka73%
  • Jordan Ellis58%
  • Ruben Okafor31%
  • Ana Lindqvist18%
Mei Tanaka
73%Within the limit
Sidekicks12Runs81Approved17
Jordan Ellis
58%Within the limit
Sidekicks9Runs64Approved11
Ruben Okafor
31%Within the limit
Sidekicks6Runs32Approved5
Ana Lindqvist
18%Within the limit
Sidekicks4Runs19Approved3

Illustrative example

Give your next deal a Sidekick.

See the deal, the evidence and the next step in one conversation.

Book a demo