Better Lead Qualification = Increased Revenues, Forecast Accuracy & Sales Velocity

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Incite2 for Salesforce

Incite2 is used by Inside Sales and Telesales organizations to dramatically increase qualified leads from Lead Qualification teams and radically increase revenues from Telesales teams.

Incite2 Inside Sales Methodology

The Inside Sales process is comprised of three steps:

Product Features

Incite2 – Prepare Phase

Incite2 brings the information you need plan and prepare your contact/phone call… all together in one workspace.  Incite2 significantly decreases all aspects of the planning phase for each call (time and effort).

Features include:

• Custom Lead or Contact List - pulled directly into Incite2 from the Lead or Contact tabs in Salesforce
• Summary Salesforce data - lead or contact info
• Pre-Fetched Queries – highlights opportunities, coworkers, duplicates so you have the most relevant information close-at-hand
• Access to External Subscription Services - such as Hoovers, LinkedIn and Jigsaw
• Graphical Activity Timeline - accurate, at-a-glance view of prospect activity

Incite2 – Engage Phase

Incite2 enables you to powerfully communicate with each prospect in their own language… significantly increasing your odds with getting attention, establishing interest and converting that interest into desire and action.

Features include:

• Personas – supports lead or contact detail for functional area, title/position, and role in the purchase decision
• Call Guides – enable sales reps with powerful, “on-message” language, consists of:
  
  • Conversation starter – leading statements to quickly gain attention
  • Voicemail template – messaging that emphasizes your call purpose and call-to-action
  • Email templates – pre-populated email templates that reinforce voice messages and re-iterate call-to-action
• Links - quickly reference detailed product literature or presentation materials during a call with a prospect, from within Salesforce

Incite2 Record Phase

Incite2 complements rich information delivery with unique data capture capabilities.

Features include:

• Call Qualification Questions and Weighted Areas of Interest Capture – captures and gives insight into to prospect’s areas of interest and desire. Unlike most conversation notes which are not reportable, Incite2 provides valuable feedback to marketing, product teams and outside sales personnel.
• Integrated Tasks, Notes and Events – Record call details and planned activities and events, in a new, rapid entry method which speeds documentation.