How it Works
Email questionnaires to the buying group before demos and/or launch questionnaires and log customer answers in salesforce with one-click
Email questionnaires from the contact record with answers auto-populated in Salesforce for easy access to customer information before meetings and demos.
The integration also allows sales reps to manage discovery calls with questionnaires, logging most answers with one-click. This removes the time-consuming step of documenting customer conversations, as all insights learned in discovery are available in salesforce.