Demo: Customer Insights

Videos
Written By Sophie Oxley

This demo looks at the Customer Insights feature in the Sales Pulse lead management platform. Customer Insight enables you to:

  • View key metrics about customer accounts

  • See notes from previous interactions

  • Identify lost sales opportunities and product recommendations for cross-selling and upselling.

You can also filter the lost sales and recommendations tables, and drill down into past transaction details to help sales reps prioritise accounts and maximise revenue.

Sophie Oxley

Founder of Sophie SaaS Marketing - the b2b SaaS marketing agency. AI enthusiast, slightly mad marketer.

https://thisissophie.com
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Demo: Lead Management