How Cyera Scaled Their Sales Motion without Slowing Down Reps
About the Company Cyera is a rapidly growing cybersecurity company helping enterprises discover, classify, and secure sensitive data across cloud environments.
Fast Growth Exposed Workflow Gaps
Cyera was growing fast, but their CRM was incomplete, reps lacked consistency, and managers had limited visibility into deals. Aggressive targets meant new hires had to ramp up fast and efficiently.
Key challenges included:
- Incomplete CRM Data
Reps were manually updating fields after calls, often missing key information—leaving leadership in the dark. - Limited Pipeline Visibility
Managers couldn’t assess deal health or coach effectively due to scattered or missing data. - Onboarding and Consistency at Scale
New reps needed to ramp fast—and execute the sales process consistently without requiring heavy training overhead.
The RevOps team knew that they needed to bring visibility, consistency, and automation to a fast-moving revenue org.
Automation Built Into The Team’s Workflows
Instead of trying to enforce processes or pile on training, Cyera introduced WINN.AI to support their team’s existing workflows.
- Live, In-Call Guidance helped reinforce Cyera’s existing playbooks and get new hires following their methodology fast.
- Post-Call CRM Automation synced all relevant details straight to the CRM, structured to fit the right fields.
- AI-Generated Follow Up emails further reduced manual lift for reps and helped them follow up faster to drive deals forward
Less Admin. Smarter Sales.
Cyera’s innovative approach showed impact fast:
- CRM Fill Rate Doubled – from 44% to 88%
Critical deal fields were consistently captured and updated, without relying on rep memory. - Admin Time Dropped from 21 to Under 2 Minutes Per Call
That’s hours saved per week, reinvested in pipeline-building, not paperwork. - +20% Increase in Playbook Adoption
With in-call support, reps followed the process naturally and consistently. - Improved Pipeline and Performance Visibility
Managers now had structured, real-time insights to guide coaching, forecasting, and strategic decisions.
Bottom line:
By embedding automation and intelligence into live sales conversations, Cyera’s RevOps team unlocked better performance, cleaner data, and a more efficient path to growth.
