The solution has improved our workflow by providing a centralized solution. It is a one-stop solution that allows us to analyze the sales pipeline and plan activities for specific customers, giving us insights into our approach to prospects. The key improvements include the ability to cross-sell capabilities and identify conversion influencing factors, which we can use to convert customers. The most valuable features in this solution are the activity tracking for a particular prospect, deal sizing, deal valuation, the entire ecosystem of the deal, and the contact person associated with the deal. The tool is quite user-friendly. When we started using it, it was quite clear how to use it. It is a very user-friendly platform, so adopting it had no significant issues. One valuable feature is that it automatically integrates into HubSpot when you write an email to a prospect and include a specific email ID. This gives clear insights into ongoing communications, eliminating information hiding. This feature helps in understanding the entire historical aspect of a prospect, even if the person originally handling it is unavailable.
