Making Spiro Proactive

Spiro is pioneering a new approach to sales, marketing, and customer success called "Proactive Relationship Management," but what does this really mean?

Spiro's proactive relationship management platform uses artificial intelligence to:

  • Automate non-selling activities
  • Increase sales effectiveness
  • Improve visibility and data quality

All of which drive revenue performance.

In order to capitalize on Spiro's proactive capabilities, your organization needs to set up Spiro properly. This article will guide you towards doing exactly that.

Email Connection

Spiro's native email integration is the most important piece of the proactive relationship management platform. Connecting your email to Spiro means that email correspondence will automatically populate the Spiro timeline. 

The email connection also allows for Spiro's AI to monitor your communication with contacts, companies, and opportunities, allowing it to proactively make recommendations for prospects and customers who might need more engagement. The email integration also allows you to access the  Spiro Assistant within your email, which is discussed in more detail later.

If users are using Office 365, they also have the option to auto-sync contacts with Spiro.


Opportunities in Spiro allow you to track deals and properly forecast revenue for incoming projects. Besides the advantages to your overall sales process, using opportunities fuels Spiro's AI engine to guide the sales team towards more effective outcomes. 

The opportunity close date and sales stage will let Spiro know to prioritize reminders and recommendations related to that opportunity. While contacts and companies allow your organization to track relationships with key accounts, opportunities allow you to track your sales pipeline and bring deals across the finish line. 

Spiro VoIP

Spiro's built-in VoIP phone system provides your organization with increased productivity and visibility. Calling through Spiro allows for reps and managers to have call transcriptions and recordings, so no critical information falls through the cracks. 

Spiro Assistant

All of these items together power the Spiro Assistant. You can access the Spiro Assistant by clicking "Assistant" in the sidebar on the web application. 

The Spiro Assistant includes the reminders that you've set manually for yourself, as well as Smart Assistant Rules, which power Spiro's proactive reminders and can be customized to suit your organization's or team's specific needs.

You can also access the Spiro Assistant from within your email. This powerful tool allows users to interact with Spiro without ever having to log into the application. By using commands, users can create new contacts and opportunities directly from their inbox. You can also use the assistant to create simple reports, both for yourself, other users, or entire teams, depending on your permissions.