Collaborative action plans for prospects
Stand out with mutual action plans that keep prospects accountable. Close more deals and make sure nothing falls through the cracks.
Hold stakeholders accountable during complex
evaluations, negotiations, and implementations
Ensure best practices are always
followed and stop losing deals
Gain real-time visibility into your deals without complicated reports and make deal reviews more efficient
Collaborate with internal Sales Engineers and Customer Success teams from discovery through renewals
Sync bi-directionally with Salesforce to reduce admin work, improve data hygiene, and drive efficiencies
Forecast your entire pipeline with pintpoint accuracy based on what's actually happening, and not just gut-instinct
Create beautiful plans in minutes that "wow" your prospects, ensure mutual accountability, and win more deals
Create repeatability for your whole team that aligns with your methodology, accelerates onboarding, and improves training