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.
Click-Notes lets reps 'click-select' standardized discovery options which are summarized in a snapshot view by category in Salesforce.
- Increased rep activity
- Better conversations - sooner in the sales-cycle
- Consistent sales documentation across the sales cycle
- Increased individual and team accountability
- Higher conversions rates