Give Your Sales Team More Time to Sell
Greta helps sales ops teams track every deal, automate every approval, and keep every rep focused on selling instead of paperwork and manual updates.
How it's works
How Sales Operations Teams Run Smoother with Greta
From onboarding new reps to closing approvals faster, here is how your sales ops team wins back hours every week.
Describe Your Sales Operations Setup
Just tell Greta how your sales team works and it creates the system for you.
- "Create a deal tracker for the enterprise team"
- "Build an onboarding checklist for new reps"
- "Track quota attainment by region"
Get a Sales Dashboard Ready to Use
Your whole sales operation becomes visible in one clean dashboard that updates on its own.
- Quota and attainment tracking by rep
- Deal velocity and stage conversion rates
- Open tasks and follow up reminders
Connect Your Sales Tools
Bring in data from your CRM, outreach tools, and spreadsheets with a few clicks.
- Connects with Salesforce, HubSpot and Outreach
- Pulls in data from Google Sheets
- Syncs activity logs from your email tools
Automate Approvals and Routing
Stop waiting on email chains. Greta routes every approval to the right person automatically.
- Discount and exception approvals on autopilot
- Lead routing based on territory and deal size
- Automated rep notifications for follow up actions
Report on What Matters Without the Manual Work
Generate accurate sales reports in seconds and share them with stakeholders automatically.
- Weekly pipeline health summaries
- Monthly quota attainment reports
- Win and loss analysis by product or segment
What You Get
Built to Make Sales Operations Effortless
Greta gives your sales ops team the tools to run a tighter, faster, and more predictable sales machine.
Rep Performance Tracking
Monitor activity, pipeline, and quota attainment for every rep without digging through CRM data manually.
Deal Approval Workflows
Route discount requests and contract exceptions to the right manager in seconds with full visibility.
Onboarding Automation
Get new sales reps up to speed faster with structured onboarding checklists that track progress automatically.
Territory Management
Assign accounts and leads to the right reps based on geography, segment, or deal size without spreadsheets.
Sales Reporting
Share weekly pipeline and performance summaries with leadership automatically without building reports by hand.
Also See
Other Operations Teams Using Greta
Greta works across every operations team. See how other teams are using it to get more done.
View all Operations teamsFAQ
Questions About Sales Operations with Greta
Here is what sales ops teams usually want to know before getting started.
Both. Sales reps can see their own dashboards, tasks, and deal status. Ops teams can see everything across the whole team.
You can generate pipeline health, quota attainment, win and loss analysis, and activity reports. All of them can be scheduled to send automatically.
Build Something Real
If you can describe it, you can build it.