Sales Team Integrations
Get answers to your critical competitor questions right inside your Salesforce platform, Microsoft Teams channels, SharePoint portals or Intranet platforms. View battle cards, briefings and analyst reports that help your sales team respond faster and win more deals.
Integrated Competitor Profiles
Competitor profiles are automatically updated with the latest key insights on pricing, product roadmaps, reviews, presentations, RFPs and more.
Documents are automatically tagged, ranked and categorized for easy review.
Customize the companies, categories or documents that you want to feed into each competitor profile. That way, your sales team gets the relevant information they need.
With all of this information available to the sales team, marketing and product teams save time and frustration filling ad hoc research requests.
On-Demand Industry Topic Briefings
Make briefings on key intelligence topics available whenever a salesperson needs them, replacing email briefings which can get lost in the inbox clutter. You can also automate briefings, so your team is always in the loop without requiring additional work on your part. Users can display selected industry news, alerts and announcements directly from within your CRM or sales enablement platforms.
Enhanced Collection of Intelligence from the Field
Collecting timely intelligence from field teams can be a hassle. We make this process much faster and easier with our social integrations such as Salesforce Chatter, Teams messages or SharePoint comments.
Field personnel simply post notes on competitors or industry topics.
Notes are automatically located and tagged to the appropriate competitor profile. which provides a central place to access these competitor discussions, respond to questions and add to relevant content.
Fully Customizable
To meet your internal workflows and processes, our framework allows for full customization within your Salesforce CRM.
Client modifications may include adding custom fields, changing the page layout and implementing validation rules.
Security rules may be setup to allow the sales team or designated individuals to enter observations and notes regarding a competitor.
Links referencing files or the actual files themselves may be added such as win/loss results, SWOT analysis, battle cards or other information valuable to the sales team.
Unlimited User Licenses
Other Salesforce Integrations and applications follow a per-user licensing policy, but we do not. You have the ability to roll out our service to hundreds or thousands of users worldwide without excessive fees and within a few days or weeks time thanks to our quick implementation process.
"This has changed the way our sales team operates as we know what to expect for our competition, and we can anticipate it, not just react to it."
Sales Operations, Healthcare IT Services