Increasing Connectivity by 20%
A missed message, a delayed follow-up, or a conversation that wasn’t logged correctly can result in cold leads and broken deals. The sales process today demands not just speed, but precision, context, and consistency.
That’s exactly where Primo XB steps in.
Designed to empower B2B sales teams, Primo XB is more than just a communication tool—it’s a unified platform that helps businesses convert leads faster, communicate smarter, and manage their entire sales cycle in one place. And the result? Up to 80% increase in conversion rates.
Let’s explore how.
Staying Connected Beyond the First Click
Most B2B journeys start on a website—when a visitor uses a chat widget or contact form. But here’s the catch: once the visitor leaves, that connection is often lost. If the rep wasn’t able to get the customer’s details in time, the opportunity slips away. Even if the conversation started, the customer may be routed to a different rep next time, leading to repeated explanations and frustration.
Primo XB solves this with persistent, intelligent communication channels.
Once a customer connects through the website, a dedicated channel is created. Every future message, whether it’s a reply or a follow-up, is delivered through push notifications or email—ensuring the conversation never goes cold.
Better still, Primo XB instantly identifies whether the contact is a new lead, an existing customer, or someone already in your CRM. It logs the conversation, updates your CRM, and lets your team focus on nurturing—not chasing.
Communication, Simplified
B2B sales often involve multiple stakeholders, meetings, demos, and follow-ups. Most teams juggle a dozen tools—chat, email, Zoom, CRM, analytics—and struggle with fragmented information.
Primo XB brings everything under one roof.
With built-in chat, voice, and video calling, your team can instantly connect with each other and with prospects—no switching tabs, no scheduling back-and-forths. Integration with Google and Microsoft 365 calendars allows meetings to be booked directly based on real-time availability.
There’s also a powerful website widget that connects online visitors to your team instantly. And for global businesses, Primo XB supports local and international calls, SMS, and click-to-call from web pages—keeping you connected with your audience, wherever they are.
Every Interaction, Logged and Analyzed
One of the biggest challenges for sales leaders is visibility: knowing what your team is doing, how prospects are responding, and where deals stand.
Primo XB handles this with seamless CRM integration. Every call, chat, or meeting is automatically logged into Salesforce or the CRM you use. You get real-time insights on ongoing conversations, performance reports across teams, and dashboards that make sense of it all.
With Gong integration, you can also track sales activity, identify patterns, and make smarter decisions based on data, not assumptions.
Real-Time AI That Works For You
What truly sets Primo XB apart is its AI engine. During conversations, Primo XB can surface real-time prompts, alert you if a rep is talking too much, or provide on-the-spot information pulled from your internal knowledge base.
After each interaction, AI-generated summaries, transcriptions, and even sentiment analysis help your team understand the tone, content, and outcome of the call—so follow-ups can be faster and more relevant.
There’s also simplified after-call work, where annotations can be made directly to AI-generated transcriptions—reducing time spent on admin and letting your team focus on selling.
Supporting the Customer Journey, End to End
While most tools only cover one part of the sales cycle, Primo XB supports your team through the entire customer journey—from first contact on the website to the final signed deal, and everything in between.
Whether it's:
Primo XB ensures every message is captured, every context is known, and every opportunity is maximized.
The Bottom Line
If your B2B sales team is still jumping between tools, missing follow-ups, or struggling to keep the communication loop tight, it’s time to rethink your approach.
With Primo XB, you’re not just staying connected—you’re staying consistent, informed, and one step ahead of the competition.
Let your sales team do what they do best: sell. Leave the rest to Primo XB.
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