We’re excited to announce the exciting next chapter for ShareBuilders—turning the corner to greatly enhancing our product's ability to support media companies in their daily operations. This is more than an update; it’s a game-changing leap forward. This launch introduces the ShareBuilder Assistant and Connected Mailbox, providing enhanced customer support by streamlining workflows, automating everyday tasks, and delivering actionable insights. 

Announcing the All-New ShareBuilder Assistant

The media sales landscape has transformed dramatically over the years, and we’ve been with you every step of the way, evolving to meet your needs. We remember when dedicated assistants supported sales teams, providing the hands-on help reps needed to thrive. The ShareBuilder Assistant is our bold answer to bridge that gap—a personalized virtual assistant for every sales rep, designed to handle all the busy work so your team can do what they do best: sell.

Our product team built the ShareBuilder Assistant in-house without relying on third-party AI or LLMs. We are committed to transparency and privacy—none of the features shared today depend on external services. Any future capabilities involving third parties will always be opt-in, with clear communication on their intent and use of shared data.

We’ve been building the ShareBuilder Assistant for years, gradually releasing foundational features that provided immediate value. Precision Pending, Automatic Revenue Category Mapping, and Smart Forecasts were just glimpses of what the Assistant could do. Now, with the full release of Connected Mailbox and a host of new features, it’s time to unveil the true power of the ShareBuilder Assistant.

Connected Mailbox: Now Rolling Out to All Customers

We introduced the Connected Mailbox beta in December 2023, working closely with early customers to ensure it delivers a seamless, effortless sales activity tracking solution. Today, we’re thrilled to announce that Connected Mailbox is rolling out to all customers as a free upgrade in the coming weeks—bringing seamless automation to even more people.

Connected Mailbox makes capturing sales activity effortless for Account Executives (AEs) in ShareBuilder CRM—saving time and eliminating tedious manual work. With a simple one-time setup, all sent and received emails and calendar events are automatically synced—no more manual work, no more remembering to CC, BCC, or invite specific addresses. Every communication is seamlessly captured, ensuring nothing falls through the cracks.

Powered by the ShareBuilder Assistant
Connected Mailbox takes care of the details—reviewing every email and calendar event, deciding when to create CRM activity, and linking it to the appropriate companies and contacts. It even creates new contacts as needed, keeping your CRM up to date with minimal effort. No spam, no irrelevant emails—just essential sales activities captured and organized.

You Are in Control
Each AE can tailor their Connected Mailbox experience, selecting which folders the Assistant monitors and specifying which email addresses or domains to exclude. The Assistant is smart enough to understand your business, capturing what matters and ignoring the rest. We focus on accuracy and privacy, giving you more time to do what matters most—building relationships and closing deals.

ShareBuilder Assistant: Powering Perfect Match Rate Cards

The ShareBuilder Assistant also powers our recently released Perfect Match Rate Cards feature, seamlessly integrating with proposal platforms like WideOrbit Media Sales (WOMS) and Strata with Traffic. This integration automates the process of matching proposal schedules with traffic schedules, eliminating manual data entry and enabling more frequent updates. With the Assistant’s Perfect Match capabilities, your team can react instantly to programming changes—keeping you ahead of the curve.

Company and Contact Details Enrichment

A New Service Powered by the ShareBuilder Assistant

We’re beta testing the ShareBuilder Assistant's powerful new data enrichment features and plan to make them available to everyone in early 2025. With contact enrichment, company enrichment, and smart workflows for creating companies and contacts, you’ll have everything you need—up-to-date contact details, deep company insights, and seamless account integration. Here’s how the ShareBuilder Assistant will make your CRM experience smarter:

Contact Enrichment

The ShareBuilder Assistant enriches contacts with comprehensive data from over 2 billion records—giving you everything you need to make impactful connections. Gain valuable information like phone numbers, email addresses, work history, social profiles, education, and more—all seamlessly available in ShareBuilder CRM. This ensures your sales team is always prepared to connect effectively.

Company Enrichment

The Assistant enriches over 100 data points per company—covering everything from business classification to branding details and social media links. We regularly update these data points, ensuring your account list remains current and personalized. With a constantly enriched CRM, you gain insights that keep your leads, accounts, and agencies up-to-date and complete.

Assistant-Powered Company Creation

Coming in 2025, the all-new Assistant-powered workflow will help you add and enrich companies automatically while significantly reducing duplicates. Even more, the Assistant identifies key contacts at each company, allowing your sales teams to create complete records with contact details right from the start.

Automatic Record Updates for Seamless Transitions

The ShareBuilder Assistant ensures contact and company records stay current—especially during handovers between sales reps. With Connected Mailbox, all account activities stay synced, ensuring teams remain informed, even during handovers. The Assistant guarantees that sales reps always have the latest data, making for smoother transitions and more effective outreach.

Integrated Features for a Cohesive Experience

This is just the beginning for the ShareBuilder Assistant. Our team is working to weave the Assistant throughout every aspect of CRM, ensuring seamless collaboration across all features. Whether you’re adding a new contact, syncing your mailbox, or enriching data, the Assistant brings everything together into a cohesive experience—empowering your team to work smarter, not harder.

Ready to Get Started?

The ShareBuilder Assistant is set to transform how your sales team works, making CRM tasks faster, more intuitive, and infinitely more powerful. This is only the start—we’re excited to keep pushing the boundaries of what’s possible in media sales. Stay tuned—this is just the beginning, and we're committed to pushing the limits of what’s possible in media sales.

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