REVENUE
The CRM shows an opportunity's stage. The conversation shows what's really happening. Performy connects both to detect risk, momentum and opportunity signals.
CRM context
Related conversation
Buyer“We need to discuss it internally.”
Buyer“Price is still a concern.”
Buyer“Our CFO hasn't joined yet.”
Recommended action
Bring the CFO into the next conversation.
The problem
The problem isn't having more data. It's understanding what's really going on.
The product
How it works
Connects conversation, opportunity and sales activity.
Detects risk, momentum, decision makers, objections and engagement.
Identifies which opportunities need intervention.
Indicates what the next step should be.
Proof
91%
of sales meetings evaluated in real time.
15.7% vs 5.9%
Opportunities with a discovery call closed at 15.7%, versus 5.9% for those with follow-up only.
Observation from Performy's analysis. It does not imply that the discovery call causes the higher close rate.
Step in before momentum is lost.
Some signals need follow-up.
Identify what's working and accelerate.
Also in Performy:NotetakerPerformanceTraining