Recognized as the #1 Opportunity Management Application for Salesforce By Today's Leading Companies
With People.ai all of the information that TTEC needed to highly qualify a deal was centralized in one location. As a result, win rates have increased."
Qualify your opportunities against your sales methodology
Utilize out-of-the-box scorecards to unify teams on a common qualification language. Qualify and close deals quicker, all from Salesforce, by:
- Gaining complete visibility to run more effective 1:1s and deal reviews
- Assessing opportunity health to identify weaknesses and derisk deals (before it’s too late)
- Leveraging support for any sales methodology, including MEDDICC, MEDDPICC, Force Management Command of the Message, Miller Heiman, Customer-Centric Selling, BANT, and more.
Chart your path to close with dynamic relationship maps
Connect with the buyers who matter most with easy-to-use, detailed organizational charts that never go stale.
- Easily drag-and-drop Salesforce contacts onto your map to visualize your prospect’s internal structure
- Indicate the role each stakeholder plays in the buying process
- Navigate the internal reporting structure like a pro by noting healthy (or unhealthy) relationships with influence lines
- Work collaboratively to chart your course to close within prospect and customer accounts
- Seamlessly execute account plans, account reviews, QBRs, and 1:1 coaching sessions by working from a cohesive, up-to-date view of “who-is-who”
Sales Qualification Playbooks
Improve pipeline health by qualifying deals directly in Salesforce
Introduce a repeatable, consistent way to qualify and progress deals within Salesforce by using out-of-the-box or configurable playbooks.
- Create and automatically launch custom playbooks for any type of deal or line of business – enterprise sales, renewals, cross-sells/upsells, professional services, and more
- Reinforce sales stage exit criteria to ensure necessary steps to properly qualify and advance a deal are not missed
- Automate Salesforce sales stage progression, ensuring your forecast is up to date and more accurate
- Link best-in-class job aides and other reference material without having to exit your CRM
Discover ways to boost pipeline creation and strengthen deal execution.
From Qualification Chaos to Complete Visibility: TTEC’s Revamped Sales Process That Increased Win Rates and Improved Rep Satisfaction
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