CRM, email, meetings, proposals and support tickets in one context. The rep joins the call with the account’s whole history and the source of every item in it.
Today they end in a Slack request minutes before the meeting. With the context unified, they are one query.
Email, the previous meeting, the proposal sent and the ticket the customer opened last week, resolved as one account. The rep stops finding out on the call that there is an open issue there.
What has happened with this account since our last meeting?Earlier proposals, the objection that came up, the discount that was approved and who approved it. The answer stops depending on the rep who closed that contract and has since left.
What discount have we approved for a contract this size?The commitment made in the negotiation reaches the team that has to deliver it, linked to the contract that formalised it. Post-sales stops reconstructing the promise from what the customer remembers.
What was promised to this customer during the negotiation?
