How it works

One
Email prospects from the lead or contact record
Two
Prospects engage Discovery Survey
Three
Prospects answers summarized in Salesforce

Email

Engage

Salesforce Summary

Better Qualification & Discovery

Account Executives can enter every demo, call, or meeting with a deeper understanding of customer goals

Hand-off to Account Executives
Account Executives & Sales Engineers

Helping reps have the right conversation sooner in the sales cycle

Results:

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