When it comes to talking with our sales team, we don’t want optimism, we don’t want pessimism, we want realism – and SalesWise encourages those realistic discussions.

Our team has instant snapshots of our relationships with our customers and prospects. Before, we had non-stop meetings and CC’s and emails because Salesforce just didn’t have all the details of customers. Today, we use SalesWise, and we now understand everything about the relationship for customer success, marketing, account management, execs… everyone! It’s seamless, it’s simple, and it saves us a ton on Salesforce seats!

SalesWise is now my go to application before every call or meeting I have with a customer or prospect. And the Wise & Shine feature is like my personal insurance policy. I am better prepared and don’t worry any more about whether I’ve missed something. I have all the details in front of me to make sure I do the best I can with every interaction.

SalesWise is a game changer. I had no idea how much easier and faster it could be to prepare for calls and meetings while at the same time avoiding wasting time with too many apps.

I have an instant snapshot of my team’s performance and how each of my team members are doing. I can see how each of their prospects and deals are performing without me or my team having to lift a finger. It took me less than a minute to see how much more effectively sales and business people will be able to manage their prospects and customers using the SalesWise platform.

SalesWise creates instant visibility into key relationship data and makes sure everyone is on the same page with every account. Everyone on my Customer Success team knows exactly what was agreed to during sales and who is involved without needing to ask. Ultimately, my team is far better informed with far less effort!