Sales teams.
Unlock instant sales insights with AskGloria—helping your team close deals faster, improve performance, and spend less time on manual admin.
How AskGloria helps sales teams.
Sales teams spend valuable hours every week searching for customer information, digging through documents, and chasing internal updates across disconnected systems. AskGloria changes that by connecting directly to your SharePoint and Xero data—giving instant access to the information that drives faster deals and stronger performance.
Quickly find customer account details, retrieve past sales orders, and track open opportunities without jumping between systems. Access updated pricing sheets, locate product specifications, and review sales targets effortlessly—saving hours previously lost to manual admin.
With instant visibility into call logs, deal pipelines, and customer histories, sales teams can respond faster, personalise conversations, and drive deals forward with confidence.
Need to pull a customer contract, a service agreement, or a past proposal? AskGloria retrieves critical sales documents stored on SharePoint instantly, helping you close deals faster and strengthen transparency.
By streamlining everyday sales tasks, AskGloria empowers your team to focus on selling, not searching—turning wasted time into real business results.
How AskGloria helps.
AskGloria connects directly to your SharePoint and Xero accounts, giving sales teams instant access to the documents and data they need to close deals faster. No more searching through folders for proposals or logging into multiple systems to find invoice histories—AskGloria retrieves the right information in seconds.
Sales reps can quickly pull up customer account details, view order histories, check payment status, and access pricing sheets or contracts stored in SharePoint—all without disrupting their workflow. Whether preparing for a call or following up on an outstanding deal, AskGloria ensures key insights are always at hand.
By linking with Xero and SharePoint, AskGloria turns scattered sales data into real-time, actionable answers. It saves hours of admin each week, enhances visibility across the pipeline, and helps your team respond faster, sell smarter, and build stronger customer relationships.
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Find Customer Account Details
Instantly retrieve customer profiles, contact information, and billing history to personalise outreach and prepare for meetings with confidence.
Retrieve Past Sales Orders
Access historical orders, invoices, and purchase summaries stored in Xero or SharePoint—helping you understand buying patterns and spot upsell opportunities.
Track Open Opportunities and Deals
Stay on top of your pipeline by quickly surfacing open deals, proposal statuses, and key opportunity milestones across shared sales files.
Summarise Lead and Prospect Activity
Quickly review lead engagement and prospect touchpoints from meeting notes, follow-up logs, and stored call summaries to plan your next move.
Identify High-Value Customers
Pinpoint your most profitable accounts based on sales history, invoice value, and repeat business—focusing your time where it matters most.
Locate Pricing Sheets and Proposals
Instantly access the latest pricing documents, quotes, and approved sales proposals stored in SharePoint—ensuring consistency and accuracy.
Access Updated Product Specifications
Retrieve up-to-date product brochures, technical specs, and sales enablement content to share with prospects on the spot.
Review Sales Targets and Pipeline Status
Check your progress against monthly or quarterly sales targets, and identify gaps or bottlenecks in the pipeline before they impact results.
Track Call Logs and Activity Reports
Monitor outreach efforts and follow-ups recorded in shared documents or spreadsheets—helping managers assess performance and reps stay organised.
Measure Individual and Team Productivity
Access activity reports, meeting trackers, and KPI documents to evaluate team output and drive continuous improvement across your sales force.
