Sales Mentor & Lead Researcher-AI-powered sales mentor and researcher

Example

A sales rep working on converting an SQL into a Prospect can use the guidance to determine the critical information to gather, such as understanding the customer's needs, the decision-making process, and securing a Proof of Concept.

Scenario

In the Prospect stage, the user would be guided to complete the customer profile, secure a demo or Proof of Concept, and identify the ultimate decision-maker. The Mentor emphasizes building a full understanding of the customer's needs and priorities to move the deal forward.

Example

If a rep needs detailed customer insights, the tool provides the necessary steps to enrich the potential customer’s profile, such as gathering details on the customer's goals, communication preferences, decision-making process, and potential budget.

Scenario

At the SQL stage, the tool would guide a sales rep to validate the potential customer’s fit with the ICP and collect details such as the key contact person’s role, the products they’re interested in, and whether they are replacing an existing solution.

Example

When a customer raises concerns about pricing, the tool suggests possible strategies such as offering a discount in exchange for being used as a case study or a reference, or providing a Proof of Concept to demonstrate value.

Scenario

If a customer objects to pricing, Sales Mentor & Lead Researcher advises offering a discount in return for being featured in a case study, or leveraging strategic connections with other stakeholders within the customer’s organization.