Rich Opportunity Notes
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Living Account Plans
Drive pipeline and revenue with actionable, data-driven account plans.
Collaborative Pricing Proposal
Capture pricing discussions and contract details in one place, and close deals faster.
Collaborative Close Plan
Win deals faster by combining live data, action items and collaboration in a single view.
Live Deal Feed
Bring visibility to your business and motivate your team to win big.
Campaign Plan
Coordinate campaigns better and align your sales and marketing teams.
Meeting Notes
Prepare, transcribe, and follow-up on meetings in one place.
Account Transition Plan
Improve your client retention and drive cross-sells and upsells with successful account transitions between sales and delivery teams.
Sales Rep Activity Tracker
Drive success for your sales reps by tracking key metrics and milestones.
Discovery Call Notes
Increase rep productivity with templatized discovery call notes.