Ensuring sales reps have the information they need to
stop saying If and start saying… Because
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.
Sending a Discovery Survey before meetings when more information is needed helps reps: