• Simplify CRM system with a single screen interface designed for salespeople
• Reduce the number of screens needed to make calls from six to one
• Support each phase of the call: prepare, engage and record

• Use lead, contact, task or activity views to build a call-down queue
• Quickly move from one call to the next with “1 Click”

• Provide comprehensive, rapid understanding of prospect's past activity
• Quickly review a prospect's interest through campaigns, emails, calls that the prospect has been involved with
• Use the filter to quickly view just the important information, such as Conversations or Notes

• Support at-a-glance views of duplicate leads, contacts or accounts, co- worker conversations and opportunities
• Conduct quicker research and cleansing of data internal to salesforce.com
• Merge Leads and Contacts without converting Leads first

Subscription Service

Pre-Filled Search Terms

• Pre-filled information service search terms with name and company information saves typing time
• Faster access to information services such as LinkedIn, Hoovers, Jigsaw

• Quickly send and record communications (call prompt, voicemail, email) in two clicks with no typing

• Checkboxes & importance ratings for common questions speeds documentation of prospect situation, needs / desires

Smart-Defaults & Click-and-Type

• Natural language smart defaults record next steps quickly
• “Click-and-type” data entry enables rapid entry of call notes and next steps without having to go to separate screen

Have More Relevant Conversations Using Personas

• Select a persona (buyer type) to show messages tailored for that persona.

Qualification Questions

• Help guide conversations and capture important information using Qualification Questions.
• Questions can be setup to support any Company's specific Qualification Criteria, such as BANT (Budget, Authority, Need, and Timing).

Better Workflow -

Simple, Repeatable, Professional Process

• Spend less time with each prospect by quickly getting their attention and interest with buyer-specific messaging
• Increase response rates with multi-touch, educational sales communications

Standardized Lead and Opportunity Summary Reports

• Provide standardized report documentation for “senders” to share with all stakeholders vs. one-off individual documentation that requires considerable manual data processing timeConsistent format reduces the effort required for “receivers” to quickly digest, assess and act on information

Remove Unqualified Prospects from Pipeline Earlier

• Using clear qualification standards, eliminate unqualified prospects earlier and spend that time on qualified buyers instead

Reduce Missed Opportunities with a Single Actionable Dashboard

• The Incite2 tab is a single place where reps can go to see what activities they have open, which records they need to call, and how they're doing against company goals.

• Structured recording allows an improvement in the quantity and quality of metrics. 
• Get new insight into how to improve results using metrics such as number of calls, conversion rates, buyer types, and call effectiveness.