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
- Ensures transfer of meaningful information across the sales cycle
- Increased individual and team accountability
- Higher conversion rates