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The Platform · For Reps

What a Rep sees.

Five screens a Rep works from every week.

A Deals plan with steps in order, each with an owner and a due date, and logged calls and emails under the step they belong to.1 · My Plans
Screen recording: a Rep logs a call against the Security questionnaire step, and it appears under that step while the step stays in progress.2 · Log the work
The Needs your attention panel in a Rep dashboard, flagging one deal as spinning and another as busy with no progress, with advice for each.3 · Next best move
The Enablement page showing Weekly plan, Quarterly review, Annual plan and Pre-Call Plan, with reports underneath.4 · Prepare
A Rep dashboard with velocity, open pipeline, deals closing soon and activity this week against targets.5 · My dashboard
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My Plans

A plan for every deal, with an owner and a date on every step.

  • Start from the step library, let the plan assistant draft it, or build your own
  • Skip a step that does not fit (and say why), or add one of your own
  • One buyer or several, each with their own role, style and concerns
  • Know what is done, what is late and what comes next

Try it with sample data.

The demo is the real product with sample deals in it. Nothing you do there is saved.

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