2021
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Informs sales associates of opportunities that need attention, recommends actions to take, and helps them prepare for upcoming calls.
Opportunities
Informs sales associates of the status of opportunities at each stage and helps them prepare for upcoming calls.
Opportunity Details
Provides call transcripts with key insights, including:
• Outstanding objections raised during calls
• Keywords from both sales reps and clients
• Personal interactions and notes
• Relationship context with key participants and decision makers
• Upcoming scheduled calls
Outstanding Objections
Informs sales associates of objections raised during calls, helping them prepare for upcoming conversations.
Objection Details
Clicking on an objection displays the call transcript along with recommendations on how to address it.
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