Create a dedicated Flow for each of your presales projects; no sign up needed, prospects just verify their email. Since only invitees have access, you maintain a high degree of confidentiality fostering trust building.
Deepen your understanding of your prospect’s needs by collaborating on presales documents—project requirements, POCs, go-live plans. Flows are asynchronous; each team works at its own pace and is notified of updates.
Overlooked emails prevent engagement. Use TakeTurn to request reviews and documents, discuss issues, and track deadlines. Since it’s all in one place it’s easy to keep prospects involved and accountable.
You and your sales team get a big picture of what’s going on. See a complete timeline of all exchanged documents, revisions and messages. Transparency enables your team to assess prospect commitment levels and refine forecasts.
Monitor your team’s ongoing presales engagements: view status, bottlenecks, and timelines. Additionally, identify less engaged prospects to help your team prioritize their efforts.
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