Pre-meeting research dossier

The moment a call is logged, an agent researches the prospect and their company and hands the rep a one-page brief before it starts.

SalesforceLinkedInPublic company news & filings

The challenge

Reps were walking into calls having skimmed a LinkedIn profile at best, with no consistent research process across the team.

A trigger that fires automatically when a call is logged in Salesforce
An agent that first reviews the full sent and received conversation history
Research on the prospect: LinkedIn activity, recent posts, and public information
Research on the company: current projects, challenges, and recent news

A one-page brief, ready in minutes, with everything a rep needs on the person and the company before they pick up the call.