Fusion Funnel Click Notes

Request a Demo

How it works

Standardized and Scalable Discovery & Qualification

The Sales Discovery Documentation Problem

Most sales reps don’t properly document qualification or discovery. When they do, it’s a string of text, with inconsistent information, that’s difficult to digest.

Solving the Sales Documentation Problem

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

The Results:

- Increased rep activity

- Better conversations - sooner in the sales cycle

- Consistent sales documentation

- Ensures transfer of meaningful information across the sales cycle

- Increased individual and team accountability

- Higher conversion rates