Sales team can spend less time digging into account details and more time addressing the customer needs, moving business deals forward.
Tackle multi-customers, products and services, sales partners, and preparation for customer meetings
The clear and correlated sales information starting from the pre-sales stage enables sales staffs efficiently trace all the required messages and files being recorded
The built-in tool structurally stores and categorizes files of products, plans, use cases, pricing, client name cards, contacts, supplementary notes
Remark and indicate sales chance. Retrieve and analyze records. Handily find out products information for clients
Allow new group members to access historical messages and files in specified groups to speed up their learning
Any file can be attached with comments and various doc types such as video and audio, and all are searchable. This precisely empowers to have only one single file record per customer while still keeping all associated info and attachments on it