One package for all your PreSales needs
What we offer
Centralized Workspace
Our dashboard shows you your current tasks, notes, meetings schedule, and bird-eye view of all your opportunities to get you ready for the day minus the distractions. Join meetings with one-click from your workspace.
Our dashboard shows you your current tasks, notes, meetings schedule, and bird-eye view of all your opportunities to get you ready for the day minus the distractions. Join meetings with one-click from your workspace.
Document your tasks and notes
Create tasks and notes with one-click. Get ready for your day with a one-stop download of all your tasks and notes right from your Workbook.
Create tasks and notes with one-click. Get ready for your day with a one-stop download of all your tasks and notes right from your Workbook.
Calendar Intelligence
Get your schedule for the day aligned with a one-stop view of all your meetings in our Calendar. See your personal time blocks and meeting info on-the-go with our Calendar Intelligence.
Get your schedule for the day aligned with a one-stop view of all your meetings in our Calendar. See your personal time blocks and meeting info on-the-go with our Calendar Intelligence.
Success Manager
Build and track successful evaluation solutions that your customer’s love.
Build and track successful evaluation solutions that your customer’s love.
Product Gaps Manager
Walk in-sync with the market’s needs by tracking your prospect’s feature requests and product enhancements, and building on these requests.
Walk in-sync with the market’s needs by tracking your prospect’s feature requests and product enhancements, and building on these requests.
Built-in Starter Profile
All you Sales Engineers are going to love this feature! Starter Profile is designed to show you your operations data, performance benchmark, and work-insights. So, you can work most efficiently, and track your performance with respect to deals, and make smarter decisions.
All you Sales Engineers are going to love this feature! Starter Profile is designed to show you your operations data, performance benchmark, and work-insights. So, you can work most efficiently, and track your performance with respect to deals, and make smarter decisions.
Access to master-playbooks
All customer interactions and engagement get stored in one master-playbook, powered by built-in GTM intelligence.
All customer interactions and engagement get stored in one master-playbook, powered by built-in GTM intelligence.
Audit Library
Get complete visibility into your PreSales process using our Audit Library by viewing all logged changes/updates in your workflow.
Get complete visibility into your PreSales process using our Audit Library by viewing all logged changes/updates in your workflow.
Integrations
Salesforce
Google Calendar
Microsoft Calendar
Jira
Salesforce
Google Calendar
Microsoft Calendar
Jira
Priority Support
We’re always there for you, and your customers.
We’re always there for you, and your customers.
*SOC compliance coming soon
