How it Works
Email discovery templates to the buying group before demos and/or launch discovery templates and log customer answers in salesforce with one-click
Email discovery templates from the contact record with answers auto-populated in Salesforce for easy access to customer information before meetings and demos.
The integration also allows sales reps to manage discovery calls with discovery templates, logging most answers with one-click. This removes the time-consuming step of documenting customer conversations, as all insights learned in discovery are available in salesforce.