diio is designed to empower multiple roles across go-to-market teams—not only Sales Managers and Account Executives, but also Customer Success, SDRs, and even cross-functional leaders who want visibility into conversations. Below is an overview of how each profile benefits from the platform.
Sales Managers
Sales managers use diio to gain full visibility into their team’s performance and conversation quality. They can:
Identify coaching opportunities through real call insights
Ensure best practices are followed consistently
Track progress with real, actionable conversation metrics
Provide precise, timely feedback backed by objective data
This allows managers to scale their impact, strengthen team alignment, and drive more predictable results.
Sales Representatives (AEs)
Account Executives rely on diio to prepare better, sell better, and follow up faster. They benefit from:
Real-time guidance during calls
Automatic CRM updates after every meeting
Instant access to key customer information before joining a call
Actionable summaries, key points, and commitments captured automatically
This reduces administrative work and helps reps stay fully focused on selling.
SDRs / BDRs
Prospecting teams use diio to:
Improve discovery calls with structured, real-time guidance
Capture high-quality notes without typing
Automatically log conversations to their CRM
Maintain consistent messaging across all outbound efforts
This leads to better qualification, sharper messaging, and higher conversion rates.
Customer Success Managers
Customer Success teams use diio to elevate the quality of their client interactions. diio supports them by:
Tracking customer sentiment and risk signals through real conversations
Documenting QBRs, onboarding calls, and renewal discussions
Automating follow-up actions and commitments
Ensuring no customer insights get lost
This results in higher retention, stronger relationships, and earlier detection of churn risks.
Team Leaders & Directors
Leaders beyond Sales—such as Operations, Revenue leaders, or Enablement—use diio to:
Monitor strategic calls without needing to join live
Understand customer needs directly from conversations
Identify trends across teams and territories
Strengthen alignment between departments
diio becomes a source of truth that brings transparency to the entire customer journey.
diio across the organization
By automating data entry, analyzing conversations, and helping teams communicate more effectively, diio becomes an indispensable partner across the revenue organization. It boosts productivity, reinforces best practices, improves preparation, and enhances every interaction with customers — ultimately driving stronger results and healthier, long-lasting relationships.