Customize demos and meeting

agendas with the buying team



Remote meeting@2x Group plan@2x

Better

Prospecting,

Discovery & Demos

The Discovery and Demo Problem 
Account Executives don’t have the information they need to present customized demos, leading to generic presentations to an unengaged audience.

The Solution
Email a few critical questions directly from Salesforce so Account Executives can enter every demo, call or meeting with a deeper understanding of customer goals.

Salesforce@2x Email template@2x

Capture critical information

in a concise way

Survey ranks@2x
Responses auto-populated in Salesforce
Sf contact@2x Sf logo@2x Survey categories@2x

The Results:

  • Accelerates the sales-cycle
  • Increases opportunity conversion rates
  • Provides metrics for prioritizing opportunities
  • Engages more members of buying team
  • Identifies gaps in the sales-cycle