{"id":9032479015186,"title":"Kixie","handle":"kixie","description":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"utf-8\"\u003e\n \u003ctitle\u003eKixie Sales Engagement | Consultants In-A-Box\u003c\/title\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1\"\u003e\n \u003cstyle\u003e\n body {\n font-family: Inter, \"Segoe UI\", Roboto, sans-serif;\n background: #ffffff;\n color: #1f2937;\n line-height: 1.7;\n margin: 0;\n padding: 48px;\n }\n h1 { font-size: 32px; margin-bottom: 16px; }\n h2 { font-size: 22px; margin-top: 32px; }\n p { margin: 12px 0; }\n ul { margin: 12px 0 12px 24px; }\n \/* No link styles: do not create or style anchors *\/\n \u003c\/style\u003e\n\n\n \u003ch1\u003eFaster Outreach, Better Conversions: Unified Calling and SMS for Sales Teams\u003c\/h1\u003e\n\n \u003cp\u003eKixie is a cloud-first sales engagement platform that unifies voice, text, and analytics into a CRM-connected workflow. It gives sales teams the ability to call and text from business numbers while automating the repetitive parts of outreach — from local presence dialing and voicemail drops to call tracking and intelligent routing. Instead of toggling between tools, reps work where they already live: inside the CRM, with every interaction logged, scored, and ready to act on.\u003c\/p\u003e\n \u003cp\u003eWhy this matters to leaders: buyers now expect rapid, personal responses across channels. A platform that combines calling, SMS, and real-time insight shortens the time from lead capture to meaningful conversation, increases conversion rates, and gives managers clear visibility for coaching and compliance. Paired with AI integration and workflow automation, Kixie becomes more than telephony — it becomes an automation engine that reduces friction and drives predictable outcomes in your sales process.\u003c\/p\u003e\n\n \u003ch2\u003eHow It Works\u003c\/h2\u003e\n \u003cp\u003eAt a business level, Kixie removes the manual steps that slow outreach and erode momentum. Sales reps initiate calls or messages directly from the CRM with a single click, and Kixie handles the behind-the-scenes details: number management, local presence dialing, call routing, and automatic logging. Every call and text becomes an auditable event that feeds reporting, performance metrics, and downstream processes.\u003c\/p\u003e\n \u003cp\u003eCore parts of the workflow include:\n \u003c\/p\u003e\n\u003cul\u003e\n \u003cli\u003eUnified calling and texting tied to a rep’s business identity so prospects see consistent, professional contact points.\u003c\/li\u003e\n \u003cli\u003eAutomated dialing sequences and power dialers that increase contact rates without adding manual dialing time.\u003c\/li\u003e\n \u003cli\u003eConversation intelligence that transcribes calls, extracts topics, and highlights moments managers should review.\u003c\/li\u003e\n \u003cli\u003eIntegrations that push call and text data back into the CRM, triggering lead scoring, task creation, and follow-up workflows without manual entry.\u003c\/li\u003e\n \u003c\/ul\u003e\n This setup keeps reps focused on high-value conversations while the system manages identity, records, and routing. Because Kixie supports many out-of-the-box CRM integrations and offers flexible hooks into other tools, it can be positioned as the central communication layer in a broader sales tech stack, enabling automated downstream actions like proposal generation, contract workflows, or customer success handoffs.\n\n \u003ch2\u003eThe Power of AI \u0026amp; Agentic Automation\u003c\/h2\u003e\n \u003cp\u003eAdding AI and agentic automation turns Kixie from a logging and dialing tool into an intelligent orchestration platform. Rather than passively capturing interactions, smart agents act on them: they prioritize the next best lead, schedule meetings when the prospect is ready, summarize conversations for fast follow-up, and trigger personalized sequences without constant human direction. The combination of AI integration and workflow automation amplifies business efficiency by reducing cognitive load and accelerating the sales lifecycle.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eAI-driven lead prioritization: Agents analyze signals from conversation content, engagement history, and external data to surface high-intent prospects so reps call when conversion likelihood is highest.\u003c\/li\u003e\n \u003cli\u003eAutomated SMS and follow-ups: Triggered templates and timed messaging keep prospects warm. Agents can escalate warm responses to live reps and suppress messaging for uninterested contacts.\u003c\/li\u003e\n \u003cli\u003eConversation intelligence agents: Automated transcription and highlight extraction identify objection patterns, pricing mentions, and next steps, creating concise summaries that save reps time and improve handoffs.\u003c\/li\u003e\n \u003cli\u003eWorkflow bots for task automation: After a call, bots create or update CRM records, assign tasks, and enqueue next steps — ensuring nothing falls through the cracks while reducing data-entry errors.\u003c\/li\u003e\n \u003cli\u003eInbound routing agents: Intelligent routing directs callers to the right person based on intent, account value, or required expertise, lowering transfer rates and improving first-call resolution.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eReal-World Use Cases\u003c\/h2\u003e\n \u003cul\u003e\n \u003cli\u003eSDR Outbound Cadence — An SDR team runs high-velocity outreach using automated dialing paired with SMS templates. AI spots warm language in replies and automatically escalates promising conversations to AEs, while lower-interest leads are funneled into longer nurture sequences.\u003c\/li\u003e\n \u003cli\u003eInbound Lead Triage — New inbound leads trigger a rapid voice or SMS touchpoint. An agent captures qualification details, suggests the right product team, and schedules meetings when the prospect indicates readiness. All notes and outcomes are logged into the CRM automatically.\u003c\/li\u003e\n \u003cli\u003eCoaching at Scale — Conversation intelligence flags calls with missed upsell opportunities or compliance risks and bundles them with suggested coaching notes for managers, turning raw audio into bite-sized training items managers can act on.\u003c\/li\u003e\n \u003cli\u003eCustomer Success Check-ins — Automated text reminders and scheduled voice check-ins maintain the customer relationship after purchase. Agents summarize the conversation and surface churn signals to account teams so proactive outreach can prevent renewals from slipping.\u003c\/li\u003e\n \u003cli\u003eField Sales with Local Presence — National sales teams increase answer rates using local presence dialing. Post-call workflows automatically generate proposals, send localized materials, and assign tasks to inside sales or fulfillment teams.\u003c\/li\u003e\n \u003cli\u003eOperational Reporting — Real-time call and text metrics flow into BI systems via webhooks. Dashboards update automatically to show rep activity, conversion funnels, and response time trends without manual reconciliation.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eBusiness Benefits\u003c\/h2\u003e\n \u003cp\u003eIntegrating Kixie with AI agents and workflow automation delivers measurable improvements across the sales organization. The value shows up as time saved, fewer errors, better coaching, and the ability to scale activity without a linear increase in headcount. These improvements add up to stronger pipeline velocity and more predictable revenue outcomes.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eFaster response times and higher conversion: Automated dialing, local presence, and SMS reduce the lag between lead capture and first contact — and faster outreach consistently correlates with higher conversion rates.\u003c\/li\u003e\n \u003cli\u003eReduced manual work and fewer data errors: Automated logging, CRM updates, and automated task creation remove repetitive admin work, lowering human error and freeing reps to spend time selling.\u003c\/li\u003e\n \u003cli\u003eImproved coaching and onboarding: Conversation intelligence and AI-surfaced insights let managers target training on specific behaviors, accelerating onboarding and improving rep productivity.\u003c\/li\u003e\n \u003cli\u003eScalability without proportional headcount increases: Automation handles routine qualification and follow-ups, allowing teams to manage higher volumes without hiring at the same pace.\u003c\/li\u003e\n \u003cli\u003eStronger compliance and traceability: Centralized recording, voicemail drops, and consistent messaging create an auditable trail that supports regulatory or internal policy needs.\u003c\/li\u003e\n \u003cli\u003eCross-team visibility and alignment: When calls and texts automatically populate the CRM and feed downstream systems, marketing, sales, and customer success operate from the same reliable data set, reducing friction and speeding decisions.\u003c\/li\u003e\n \u003cli\u003eHigher-quality pipeline and faster deal velocity: With agents prioritizing high-intent leads and automations ensuring timely follow-up, opportunities move through the funnel faster and with better signal for forecasting.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eHow Consultants In-A-Box Helps\u003c\/h2\u003e\n \u003cp\u003eConsultants In-A-Box combines implementation expertise with practical change management to make Kixie deliver real business efficiency. The agency focuses on designing connected workflows that mirror how your teams actually sell, minimizing disruption while maximizing impact. Work begins with discovery to map existing processes and identify bottlenecks, then moves into integration design and automation architecture to clarify where AI agents should act and where human judgment remains essential.\u003c\/p\u003e\n \u003cp\u003eTypical delivery elements include:\n \u003c\/p\u003e\n\u003cul\u003e\n \u003cli\u003eStrategy and discovery workshops that document current outreach workflows, handoffs, and data flows to identify automation opportunities that yield measurable ROI.\u003c\/li\u003e\n \u003cli\u003eIntegration design and implementation that connects Kixie to CRMs, marketing automation, and internal systems so call and text data becomes a single source of truth.\u003c\/li\u003e\n \u003cli\u003eAutomation playbooks that define AI agent behavior — what to act on, when to escalate to a human, and how to personalize messaging at scale.\u003c\/li\u003e\n \u003cli\u003eConfiguration of outbound and inbound routing strategies aligned to territories, product lines, and rep skill sets to maximize first-contact success.\u003c\/li\u003e\n \u003cli\u003eConversation intelligence setup integrated into coaching programs so managers receive prioritized, actionable insights instead of raw recordings.\u003c\/li\u003e\n \u003cli\u003eAdoption programs, training playbooks, and role-based dashboards that help teams see the value quickly and consistently apply new workflows.\u003c\/li\u003e\n \u003c\/ul\u003e\n The approach emphasizes reducing complexity: fewer point tools to manage, clearer ownership of automated steps, and AI-driven automations that do repetitive work while keeping humans in the loop for relationship-sensitive decisions.\n\n \u003ch2\u003eSummary\u003c\/h2\u003e\n \u003cp\u003eKixie brings calling, SMS, and conversation intelligence into a single, CRM-first workflow that shortens the time between interest and conversation. When enhanced with AI integration and agentic automation, it shifts routine work from people to systems — prioritizing leads, automating follow-ups, and turning call data into actionable coaching and operational processes. The result is faster response times, improved conversion rates, reduced manual work, and scalable processes that support growth. Consultants In-A-Box helps organizations design and implement these connected workflows, aligning technology, people, and processes so automation delivers measurable business efficiency and predictable sales outcomes.\u003c\/p\u003e\n\n\u003c\/body\u003e","published_at":"2024-01-20T07:16:50-06:00","created_at":"2024-01-20T07:16:51-06:00","vendor":"Consultants In-A-Box","type":"Sales Software","tags":["Advisory services","Advisory solutions","Automation","Business applications","Business consultants","Business development","Business experts","Cloud computing","Comprehensive solutions","Consulting packages","Consulting services","CRM integration","Customized consultancy","Data management","Expert advice","Industry specialists","IT consulting","IT infrastructure","IT services","IT solutions","Kixie","Management consulting","Professional guidance","Sales acceleration","Sales dialer","Sales Software","Software development","Software engineering","Software solutions","Strategic advisors","Tailored consulting","Tech solutionsSoftware integration","Technology platform"],"price":0,"price_min":0,"price_max":0,"available":true,"price_varies":false,"compare_at_price":null,"compare_at_price_min":0,"compare_at_price_max":0,"compare_at_price_varies":false,"variants":[{"id":47859552387346,"title":"Default Title","option1":"Default Title","option2":null,"option3":null,"sku":"","requires_shipping":true,"taxable":true,"featured_image":null,"available":true,"name":"Kixie","public_title":null,"options":["Default Title"],"price":0,"weight":0,"compare_at_price":null,"inventory_management":null,"barcode":null,"requires_selling_plan":false,"selling_plan_allocations":[]}],"images":["\/\/consultantsinabox.com\/cdn\/shop\/products\/7e621624d12c88d2c23f15629b39f286.png?v=1705756611"],"featured_image":"\/\/consultantsinabox.com\/cdn\/shop\/products\/7e621624d12c88d2c23f15629b39f286.png?v=1705756611","options":["Title"],"media":[{"alt":"Kixie logo","id":37203950895378,"position":1,"preview_image":{"aspect_ratio":1.0,"height":250,"width":250,"src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/7e621624d12c88d2c23f15629b39f286.png?v=1705756611"},"aspect_ratio":1.0,"height":250,"media_type":"image","src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/7e621624d12c88d2c23f15629b39f286.png?v=1705756611","width":250}],"requires_selling_plan":false,"selling_plan_groups":[],"content":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"utf-8\"\u003e\n \u003ctitle\u003eKixie Sales Engagement | Consultants In-A-Box\u003c\/title\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1\"\u003e\n \u003cstyle\u003e\n body {\n font-family: Inter, \"Segoe UI\", Roboto, sans-serif;\n background: #ffffff;\n color: #1f2937;\n line-height: 1.7;\n margin: 0;\n padding: 48px;\n }\n h1 { font-size: 32px; margin-bottom: 16px; }\n h2 { font-size: 22px; margin-top: 32px; }\n p { margin: 12px 0; }\n ul { margin: 12px 0 12px 24px; }\n \/* No link styles: do not create or style anchors *\/\n \u003c\/style\u003e\n\n\n \u003ch1\u003eFaster Outreach, Better Conversions: Unified Calling and SMS for Sales Teams\u003c\/h1\u003e\n\n \u003cp\u003eKixie is a cloud-first sales engagement platform that unifies voice, text, and analytics into a CRM-connected workflow. It gives sales teams the ability to call and text from business numbers while automating the repetitive parts of outreach — from local presence dialing and voicemail drops to call tracking and intelligent routing. Instead of toggling between tools, reps work where they already live: inside the CRM, with every interaction logged, scored, and ready to act on.\u003c\/p\u003e\n \u003cp\u003eWhy this matters to leaders: buyers now expect rapid, personal responses across channels. A platform that combines calling, SMS, and real-time insight shortens the time from lead capture to meaningful conversation, increases conversion rates, and gives managers clear visibility for coaching and compliance. Paired with AI integration and workflow automation, Kixie becomes more than telephony — it becomes an automation engine that reduces friction and drives predictable outcomes in your sales process.\u003c\/p\u003e\n\n \u003ch2\u003eHow It Works\u003c\/h2\u003e\n \u003cp\u003eAt a business level, Kixie removes the manual steps that slow outreach and erode momentum. Sales reps initiate calls or messages directly from the CRM with a single click, and Kixie handles the behind-the-scenes details: number management, local presence dialing, call routing, and automatic logging. Every call and text becomes an auditable event that feeds reporting, performance metrics, and downstream processes.\u003c\/p\u003e\n \u003cp\u003eCore parts of the workflow include:\n \u003c\/p\u003e\n\u003cul\u003e\n \u003cli\u003eUnified calling and texting tied to a rep’s business identity so prospects see consistent, professional contact points.\u003c\/li\u003e\n \u003cli\u003eAutomated dialing sequences and power dialers that increase contact rates without adding manual dialing time.\u003c\/li\u003e\n \u003cli\u003eConversation intelligence that transcribes calls, extracts topics, and highlights moments managers should review.\u003c\/li\u003e\n \u003cli\u003eIntegrations that push call and text data back into the CRM, triggering lead scoring, task creation, and follow-up workflows without manual entry.\u003c\/li\u003e\n \u003c\/ul\u003e\n This setup keeps reps focused on high-value conversations while the system manages identity, records, and routing. Because Kixie supports many out-of-the-box CRM integrations and offers flexible hooks into other tools, it can be positioned as the central communication layer in a broader sales tech stack, enabling automated downstream actions like proposal generation, contract workflows, or customer success handoffs.\n\n \u003ch2\u003eThe Power of AI \u0026amp; Agentic Automation\u003c\/h2\u003e\n \u003cp\u003eAdding AI and agentic automation turns Kixie from a logging and dialing tool into an intelligent orchestration platform. Rather than passively capturing interactions, smart agents act on them: they prioritize the next best lead, schedule meetings when the prospect is ready, summarize conversations for fast follow-up, and trigger personalized sequences without constant human direction. The combination of AI integration and workflow automation amplifies business efficiency by reducing cognitive load and accelerating the sales lifecycle.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eAI-driven lead prioritization: Agents analyze signals from conversation content, engagement history, and external data to surface high-intent prospects so reps call when conversion likelihood is highest.\u003c\/li\u003e\n \u003cli\u003eAutomated SMS and follow-ups: Triggered templates and timed messaging keep prospects warm. Agents can escalate warm responses to live reps and suppress messaging for uninterested contacts.\u003c\/li\u003e\n \u003cli\u003eConversation intelligence agents: Automated transcription and highlight extraction identify objection patterns, pricing mentions, and next steps, creating concise summaries that save reps time and improve handoffs.\u003c\/li\u003e\n \u003cli\u003eWorkflow bots for task automation: After a call, bots create or update CRM records, assign tasks, and enqueue next steps — ensuring nothing falls through the cracks while reducing data-entry errors.\u003c\/li\u003e\n \u003cli\u003eInbound routing agents: Intelligent routing directs callers to the right person based on intent, account value, or required expertise, lowering transfer rates and improving first-call resolution.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eReal-World Use Cases\u003c\/h2\u003e\n \u003cul\u003e\n \u003cli\u003eSDR Outbound Cadence — An SDR team runs high-velocity outreach using automated dialing paired with SMS templates. AI spots warm language in replies and automatically escalates promising conversations to AEs, while lower-interest leads are funneled into longer nurture sequences.\u003c\/li\u003e\n \u003cli\u003eInbound Lead Triage — New inbound leads trigger a rapid voice or SMS touchpoint. An agent captures qualification details, suggests the right product team, and schedules meetings when the prospect indicates readiness. All notes and outcomes are logged into the CRM automatically.\u003c\/li\u003e\n \u003cli\u003eCoaching at Scale — Conversation intelligence flags calls with missed upsell opportunities or compliance risks and bundles them with suggested coaching notes for managers, turning raw audio into bite-sized training items managers can act on.\u003c\/li\u003e\n \u003cli\u003eCustomer Success Check-ins — Automated text reminders and scheduled voice check-ins maintain the customer relationship after purchase. Agents summarize the conversation and surface churn signals to account teams so proactive outreach can prevent renewals from slipping.\u003c\/li\u003e\n \u003cli\u003eField Sales with Local Presence — National sales teams increase answer rates using local presence dialing. Post-call workflows automatically generate proposals, send localized materials, and assign tasks to inside sales or fulfillment teams.\u003c\/li\u003e\n \u003cli\u003eOperational Reporting — Real-time call and text metrics flow into BI systems via webhooks. Dashboards update automatically to show rep activity, conversion funnels, and response time trends without manual reconciliation.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eBusiness Benefits\u003c\/h2\u003e\n \u003cp\u003eIntegrating Kixie with AI agents and workflow automation delivers measurable improvements across the sales organization. The value shows up as time saved, fewer errors, better coaching, and the ability to scale activity without a linear increase in headcount. These improvements add up to stronger pipeline velocity and more predictable revenue outcomes.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eFaster response times and higher conversion: Automated dialing, local presence, and SMS reduce the lag between lead capture and first contact — and faster outreach consistently correlates with higher conversion rates.\u003c\/li\u003e\n \u003cli\u003eReduced manual work and fewer data errors: Automated logging, CRM updates, and automated task creation remove repetitive admin work, lowering human error and freeing reps to spend time selling.\u003c\/li\u003e\n \u003cli\u003eImproved coaching and onboarding: Conversation intelligence and AI-surfaced insights let managers target training on specific behaviors, accelerating onboarding and improving rep productivity.\u003c\/li\u003e\n \u003cli\u003eScalability without proportional headcount increases: Automation handles routine qualification and follow-ups, allowing teams to manage higher volumes without hiring at the same pace.\u003c\/li\u003e\n \u003cli\u003eStronger compliance and traceability: Centralized recording, voicemail drops, and consistent messaging create an auditable trail that supports regulatory or internal policy needs.\u003c\/li\u003e\n \u003cli\u003eCross-team visibility and alignment: When calls and texts automatically populate the CRM and feed downstream systems, marketing, sales, and customer success operate from the same reliable data set, reducing friction and speeding decisions.\u003c\/li\u003e\n \u003cli\u003eHigher-quality pipeline and faster deal velocity: With agents prioritizing high-intent leads and automations ensuring timely follow-up, opportunities move through the funnel faster and with better signal for forecasting.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eHow Consultants In-A-Box Helps\u003c\/h2\u003e\n \u003cp\u003eConsultants In-A-Box combines implementation expertise with practical change management to make Kixie deliver real business efficiency. The agency focuses on designing connected workflows that mirror how your teams actually sell, minimizing disruption while maximizing impact. Work begins with discovery to map existing processes and identify bottlenecks, then moves into integration design and automation architecture to clarify where AI agents should act and where human judgment remains essential.\u003c\/p\u003e\n \u003cp\u003eTypical delivery elements include:\n \u003c\/p\u003e\n\u003cul\u003e\n \u003cli\u003eStrategy and discovery workshops that document current outreach workflows, handoffs, and data flows to identify automation opportunities that yield measurable ROI.\u003c\/li\u003e\n \u003cli\u003eIntegration design and implementation that connects Kixie to CRMs, marketing automation, and internal systems so call and text data becomes a single source of truth.\u003c\/li\u003e\n \u003cli\u003eAutomation playbooks that define AI agent behavior — what to act on, when to escalate to a human, and how to personalize messaging at scale.\u003c\/li\u003e\n \u003cli\u003eConfiguration of outbound and inbound routing strategies aligned to territories, product lines, and rep skill sets to maximize first-contact success.\u003c\/li\u003e\n \u003cli\u003eConversation intelligence setup integrated into coaching programs so managers receive prioritized, actionable insights instead of raw recordings.\u003c\/li\u003e\n \u003cli\u003eAdoption programs, training playbooks, and role-based dashboards that help teams see the value quickly and consistently apply new workflows.\u003c\/li\u003e\n \u003c\/ul\u003e\n The approach emphasizes reducing complexity: fewer point tools to manage, clearer ownership of automated steps, and AI-driven automations that do repetitive work while keeping humans in the loop for relationship-sensitive decisions.\n\n \u003ch2\u003eSummary\u003c\/h2\u003e\n \u003cp\u003eKixie brings calling, SMS, and conversation intelligence into a single, CRM-first workflow that shortens the time between interest and conversation. When enhanced with AI integration and agentic automation, it shifts routine work from people to systems — prioritizing leads, automating follow-ups, and turning call data into actionable coaching and operational processes. The result is faster response times, improved conversion rates, reduced manual work, and scalable processes that support growth. Consultants In-A-Box helps organizations design and implement these connected workflows, aligning technology, people, and processes so automation delivers measurable business efficiency and predictable sales outcomes.\u003c\/p\u003e\n\n\u003c\/body\u003e"}