Akoonu for Pre-Opportunities

ELIMINATE THE

PIPELINE DEAD ZONE

Nail discovery, lead qualification

and handoffs in Salesforce.

 

Guided Selling

GUIDE REPS AT EVERY TURN

Keep reps conversational while following process

  • Guide reps with intelligent assists that keep process at the core of every step
  • Streamline note-taking with Doc.IA technology that strengthens qualification process through simple, configurable note-taking templates
  • Eliminate duplicate data entry with hot keys for salesforce fields in notes documents

 

Doc.IA note-taking enables streamlined notes that automatically sync to salesforce fields

Smooth Handoffs

Analyze pre-pipeline health with built-in SLAs and triggers that help pinpoint issues

SAY GOODBYE TO HANDOFF HEADACHES

Don’t squander campaign spend and SDR effort

  • Make it easy for AEs to accept leads with visual deal scorecards
  • Eliminate lead neglect with automated triggers for enforcing SLAs for SDRs and AEs
  • Analyze handoff execution and dispositions to pinpoint issues before they become a bigger problem

 

Quality Pipelines

NEVER WASTE AN OPPORTUNITY

Pre-Pipeline Management by Stage

  • Engrain a consistent qualification process into the way reps want to work.
  • Get immediate access to critical deal factors from within the pipeline view
  • Real-time, fact-based score cards make deal statuses and progress visible

 

Pre-Pipeline Management by stage with scorecards

Real-Time Visibility

Pre-pipeline list view with customizable views

REVEAL THE PRE-PIPELINE

Eliminate zero percent opportunities with strategic pre-pipeline management

 

  • Pre-pipeline management provides visibility for Sales and Marketing executives into growth and quality of pre-opportunities
  • Save time by automating manual inspection and disposition to isolate dead or rejected PreOpps for review
  • Disposition tracking enables evaluation of lead quality and impact, and pinpoints lack of alignment across systems or people