Teams, accounts, and content are pulled together in one inference engine that allows anyone to create customized expert systems that guide, teach, recommend, sell and support. Permissions allow the right people to get relevant information.
Manage processes effectively by providing teams with the content and assets they need when they need it. Bridge the capabilities for your CMS and CRM. Pre-fill data into your workflows from your CMS and CRM and send the outcomes of the interactions back to your CRM to keep progress updated and flowing.
Revolutionize training with project-based learning through “choose your own journey” decision trees. Prepare for a call with pre-populated playbooks that give real-time recommendations. After the sales call, use the same workflow to discover more options for the customer to improve the configurations or upsell and cross-sell.
Cross-functional communication eliminates the inefficient search-and-wait for an expert. Institutional knowledge is captured and structured within workflows for instant, updated reference. Collaboration is easier with shared content.
Decrease time to proficiency so that sellers can assure prospects and clients that they understand their challenges and how to solve them. With insights captured from your top 1%, the right content is given with each question asked throughout the customer journey.
Create personalized sales materials with data-rich assets automatically populated into presentations, proposals, facts pages, and pitches to close deals faster.
Make continuous improvements and A/B test with rich analytics of every interaction. Integrate with other apps for even bigger insights.