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The easiest way to templatize your sales process
in half the time
One collaborative workspace with next steps, notifications, CRM integrations, and more.
Implement the sales methodology of your choice, templatize your best rep's deal winning processes, and hold your reps accountable.
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Create reusable templates for any situation or process
Create standardized sales processes that drives predictable growth.
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One click template creation. One click template duplication.
Make your own template. Or steal from one of our pre-built ones.
Easily edit templates, so your whole team learns from one rep’s mistakes.
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Enforce your methodology for every rep on every deal
Hold your reps accountable and make it foolproof for them to follow through.
Assign tasks to every stakeholder involved.
Send automatic email reminders.
Increase adoption through simple-to-follow next steps.
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See buyer activity and deal engagement with interactive dashboards
Look into your deal to see where buyers are getting tripped up.
See which stakeholders viewed your workspace and when.
See exactly which step champions are stuck on, so you can help them keep the deal moving.
Use our deal engagement score to see which deals need to be saved.
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Update Salesforce or HubSpot in seconds
Cut down on back-and-forth between apps, so your reps can update Salesforce in seconds.
Sync bi-directionally with Salesforce or HubSpot.
Reps can update your deal in one click instead of 14.
Your reps will start to love updating Salesforce within our tool.
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LEADING THE REVENUE EXECUTION SPACE
