Demo Manager

Our SalesLoft integration allows SDR's to launch questionnaires from SalesLoft dialer and use as a guide during fact-finding and qualification.

The SDR simply clicks answers that most commonly apply and takes notes where needed, saving SDR’s time spent documenting calls, as all answers auto-populated in salesforce.

This process provides a more consistent hand from SDR’s to AE’s and Sales reps, leading to more meaningful meetings and demos from first contact.

How it Works

Launch questionnaires from SalesLoft for a standardized process for fact-finding and qualification, with all customer insights and answers populating in salesforce.