Challenge
Your reps live in Salesforce, but where do the customer contracts and technical proposals live? If they have to check Outlook or a shared drive to find them, aren't they flying blind?“
What if you could stop your reps from 'switching apps’ by embedding signed contracts, invoices, and support tickets directly into the Salesforce Opportunity view?"
What If...
Your reps live in Salesforce, but where do the customer contracts and technical proposals live? If they have to check Outlook or a shared drive to find them, aren't they flying blind?
How often does a deal stall at the 'Contract' stage because sales reps don't have visibility into where the legal redlines are sitting?
What if Marketing, Legal, and Finance documents were automatically fed into the sales cockpit, giving your team a true 360-degree view of the customer?
What if you could shorten your sales cycle by giving reps self-service access to approved legal templates and pricing specs without leaving their CRM?
