Fusion Funnel Click-Notes

Capture Sales Discovery in One-Click

How it works

One
Reps select Click Note
Two
Reps click-select standardized options
Three
Rep notes summarized in Salesforce

Launch

Engage

Saleforce

A Breakthrough in Documenting Discovery

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 across the sales cycle

- Increased individual and team accountability

- Higher conversions rates