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Symbe
Build deal-winning business cases in seconds.
Overview
Build deal-winning business cases in seconds, directly from your Salesforce opportunity record. The integration is feature rich, automatically applying prospect branding and pulling insights from the opportunity into your Business Case.
Deal Winning Business Cases Symbe lets you create deal-winning business cases in seconds. Applied across all stages of the sales cycle, Symbe business cases help sales teams deliver value-selling at scale.
Create or Modify a Business Case from Salesforce You can create and modify each prospect's business case directly from a Salesforce Opportunity.
Customize the Business Case for each Opportunity Intuitively customize each business case to support Discovery. From your prospect's branding to specific outcomes, each business case adapts to each one of your prospects.
Collaborate with your Prospects Invite and collaborate with your prospects on the business case, enabling you to align on the outcomes that matter most to them and help showcase maximum value from your solution.
Symbe lets you create deal-winning business cases in seconds. Applied across all stages of the sales cycle, Symbe business cases help sales teams deliver value-selling at scale. 1. Qualification: They help qualify faster and more accurately by using them as a 'value hypothesis' during qualification. 2. Discovery: They serve as a step-by-step visual guide to talk through the buyer’s challenges & pain points and the key outcomes that are important to them. 3. Presentation: During your demo, the business case is used to connect the business value to the different product features presented. 4. Stakeholder Buy-in: The business case is configured in collaboration with your prospect, it then becomes their own decision-making tool, enabling them to sell your solution internally with your outcomes. 5. Contract Sent: The business case provides reassurance during this final stage of the buyer decision-making process, where buyer risk is most heightened. Deals that use a Symbe business case as early as qualification have a 61% win-rate.
Categories
- Business Needs
- Sales
- Personas
- Sales Representative / Manager
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpAgentforceAgentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn MoreManaged PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsAgentforceManaged Package