01
Connect your CRM
HubSpot or Salesforce, read-only. About two minutes, and nothing to migrate.
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How it works
Connect once.Adrata reads every deal.
Connect HubSpot or Salesforce, read-only. Adrata finds who’s best at what, and finds more every week. You decide what reaches your reps.
02
Adrata finds who’s best at what
It compares every rep, skill by skill, against what actually closed, and keeps comparing as deals move.
03
You approve. Reps get the move.
Nothing reaches a rep until you approve it. Then it shows up right before the moment it’s for.
Getting started
From your dealsto your first play.
An illustrative sequence: connect your CRM, explore the findings, review them with your team, and choose a play to start with.
Step 1
Connect
Connect HubSpot or Salesforce, read-only. Adrata starts comparing your deals.
Deals read 1,240Comparing 12 reps, skill by skill · 64%
Step 2
Skills, drill-downs and stories
Who’s best at what, skill by skill, the deals behind it, and the stories.
Andie leads customer stories58% vs 27% team win rate
Step 3
Review together
Review the findings with your VP Sales, using the deals behind each comparison.
Example team reviewIlsa Laurent and Holly Ashford
ReviewStep 4
Choose a starting play
Who’s best at what, the biggest gap, and the one play to start with.
Top-rep report · Northwind SalesStart with Andie’s customer story: 58% vs 27%.
On Team: plays reach reps by email and calendar note, 30 minutes before the call. Then new findings every week as deals close.
Read-only, by design. Adrata reads your deals. It never changes them. You decide what reaches a rep.
What Adrata reads
- ✓Deals, stages and owners
- ✓Emails, meetings and logged calls
- ✓Call recordings you choose to connect
What Adrata never does
- ×Writes to your CRM
- ×Shows a rep anything you haven’t approved
- ×Moves your data out of the CRM you have
Who approves
Built for enablement.Ready before your first hire.
With an enablement team
Enablement reviews every play before a rep sees it.
Ilsa edits the wording, picks the reps it’s for, and approves it in Needs review.
Customer story: Andie’s move38 deals · for 6 new reps
ReviewApproveBefore your first enablement hire: Autopilot
Plays go out on their own. Pause any one, anytime.
Autopilot: for teams before their first enablement hire. Plays go out automatically to a first wave, you get a Monday digest, and you can pause any play in one tap.
3
Monday digest · 3 plays went outFirst wave: 6 reps · from this week’s closed deals
ReviewPause a playFAQs
Do we need to migrate anything?
No. Adrata reads HubSpot or Salesforce where it already is, read-only. Your CRM stays as it is, and nothing moves.
What does Adrata read?
Deals, stages and owners. Emails, meetings and logged calls. Call recordings you choose to connect.
Can Adrata change anything in our CRM?
No. Adrata reads your deals. It never changes them.
Who sees a play before it reaches reps?
You approve every play, or your enablement lead does.
We don’t have an enablement team. Does it still work?
Autopilot: for teams before their first enablement hire. Plays go out to a first wave, and you can pause any play in one tap.
How do we start?
Connect HubSpot or Salesforce, read-only. About two minutes, and nothing to migrate.
Connect your CRM.Meet your best reps.
Request access and explore the moves behind your own deals.