Incite2 automatically creates a daily activity list for each salesperson. Get a full list of phone calls, and other activities all in one place.

Proceed from one task to the next. Click on a name and get all the information you need on the next screen.

Whether you’re sending an email or making a phone call, Incite2  makes it easy to view and log lead history from one screen. Gone are the days of clicking through 7-10 screens to find the needed information or to get to the right spot to log notes.

This saves time, eliminates frustration, and improves CRM compliance.

Incite2 provides persona-based call scripting and questioning.

When Sales reps speak with the right language and demonstrate familiarity with the prospect’s situation, they can build credibility and gain trust.

This makes it more likely they’ll convert the call to an appointment.

Whether you spoke with the prospect or left a voicemail, chances are you’ll need to send a follow-up email message.

Simply select the appropriate email template, customize (if desired), then send and log the email in one step. This will also move call prompts and other follow-up dialogues ahead - ready for the next interaction.

Every voicemail message needs to be different depending on the stage in the follow-up and the persona of the prospect.

Incite2 provides a way to standardize on the best wording for each situation.

This ensures every rep knows the right thing to say for each situation to get a positive response from the prospect.

Because reps can easily log follow-up activities, they can keep track of their own progress and so can you.

You can even analyze follow-up activity in real-time.

Dashboards summarize critical information so you can stay plugged in and take action when needed.

Information is a powerful and motivating tool. Incite2 dashboards give reps real-time progress on pipeline goals.

They can actually “move the needle” throughout the day. It’s rewarding to see how daily activities are translating into conversations, opportunities, and revenue.