Standardized and Scalable

Qualification & Discovery

Ensuring sales reps have the information they need to
stop saying If and start saying… Because

Click Notes

A majority of the information captured in the sales cycle is common to all your buyers.

That commonality allows you to standardize what you should capture and how you capture it.

Click Notes lets reps click-select standardized discovery options which are summarized in a snapshot view by category in Salesforce.

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Discovery Surveys

Sending a Discovery Survey before meetings when more information is needed helps reps:

  • Predict demo no shows
  • Re-spark interest in unengaged prospects
  • Capture information when there's been no conversation before the hand-off
  • Know what’s important to everyone attending group demos
  • Align with Sales Engineers before demos

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