ShakeIQ for Commercial Ops

Ignite your commercial tech with AI-powered frontline action.

Whether your team goes by Sales Ops, Commercial Ops, or Rev Ops – ShakeIQ drives natural adoption of your commercial stack by making it effortless for Field Sales to take the right action. Your CRM, analytics, content, and enablement investments finally deliver clean data, reliable execution, and real ROI.

You've made strong investments in tech.
Now address the inconsistent results in the field.

Field sales teams struggling with fragmented commercial tools and inconsistent execution

Despite strong Sales Ops investments, too often the CRM stays incomplete, workflows fragment, insights don't reach the people who need them, forecasts still feel like guesses, and frontline performance varies more than it should.

This isn't an effort issue – it's the missing connection between your commercial systems and the frontline. It's the reality mature teams struggle to close, and the path early commercial teams want to avoid.

Connect your commercial tech to the frontline.

ShakeIQ creates the connection that turns sales processes, tools, and insights into real frontline action – consistently, and in real time. An AI-native, mobile-first layer that your reps actually want to use, pulling key information from your existing stack and capturing clean field activity right back into your systems.

Adoption is the unlock. When reps naturally use the tools you've invested in, everything downstream works – cleaner CRM data, accurate forecasts, stronger ROI across the stack, and a direct line between the strategy you set and the behaviors that actually happen in the field.

ShakeIQ at the center of the commercial tech stack, connecting CRM, analytics, content, and enablement tools to the frontline

Works for where you are today, and where you're headed.

Two very different starting points. The same frontline outcome.

For established commercial teams

Close the last-mile gap in your stack.

Reps actually want to use ShakeIQ's AI-native, mobile-first app. It surfaces key information from your existing stack and automatically captures the field activity in the CRM – transforming fragmented workflows into clean, connected intelligence that improves adoption, data quality, and visibility.

For early commercial teams

Build on a frontline-first foundation.

ShakeIQ can be your first sales enablement layer – lightweight CRM capture, guided workflows, and relevant content from day one. Reps show up prepared and informed from their very first meetings, so you scale on adoption you can see rather than bolting tools onto teams that never use them.

Why Commercial Ops love ShakeIQ.

Four outcomes Commercial Ops leaders consistently see after rolling out ShakeIQ to the field.

Increased Tool Adoption

ShakeIQ brings CRM, analytics, and enablement workflows directly into the frontline flow of work, in real time. The result: less friction, natural adoption, and clear impact from the tools and processes you rely on.

"Adoption went from 40% to over 90% in three months, and the data quality improved dramatically." – VP of Sales Operations

Real-Time Frontline Visibility

ShakeIQ captures the frontline engagement and activity that usually never reaches your CRM, giving you real-time, field-centric insight into who your Field Sales team is meeting, what's being discussed, and where deals are stalling.

"For the first time, we have real-time visibility into what's happening on the front line. We can identify risks weeks earlier than before." – Director of Commercial Operations

Forecasts You Can Trust

ShakeIQ turns fragmented, offline field data into clean, connected intelligence that flows directly into your commercial systems – strengthening forecast accuracy, exposing blind spots, and reducing quarter-end surprises.

"ShakeIQ gave us the missing link between strategy and field execution. We now have the insights we need to make confident decisions." – Chief Commercial Officer

Faster Ramps, Consistent Execution

New hires get intuitive, on-the-go guidance that accelerates their ramp and turns A-player behaviors into repeatable patterns. ShakeIQ reinforces playbooks and priorities through workflows that fit naturally into the rep's day, enabling consistent execution – without adding overhead.

"Our reps actually love using ShakeIQ. It's intuitive, fast, and fits naturally into their workflow – that's something I never thought I'd say about a sales tool." – Head of Sales Enablement

One platform, three products that compound for Commercial Ops.

ShakeIQ connects governed knowledge, field execution, and leadership visibility – giving Commercial Ops a single system of record for what the field says, does, and delivers.

ShakeIQ Veridian
Governed knowledge, in the field.
Approved, up-to-date content grounds every answer reps give customers – so messaging stays on-strategy, compliance stays clean, and your content investments finally reach the moment of truth.
Explore Veridian
ShakeIQ Frontline
Where adoption happens.
The mobile-first, AI-native app reps actually want to use. It fits their rhythm – prepare, meet, follow-up – which is why CRM capture and process adherence stop being battles you have to fight.
Explore Frontline
ShakeIQ Intelligence
Clean signal for decisions.
Real-time field activity feeds dashboards, forecasts, and coaching insights – so leaders act on what's actually happening, and Ops can tune strategy, territories, and plays with confidence.
Explore Intelligence

See your commercial systems deliver.

Bring your stack, your pain points, and your roadmap. We'll walk through how ShakeIQ turns the tech and insights you already have – or the foundation you're just starting to build – into consistent frontline action.