Customers, prospects, and partners join your Flow without having to sign up, they just verify their email. Since only invitees get access to the virtual sales room, you maintain confidentiality. Also, when you need to add more participants—sales ops, presales, legal—add them. There’s no additional cost.
You and your prospect work together on deal-critical documents—mutual success plans, sales proposals, agreements. And even better, TakeTurns can also support your teams in presales /sales engineering, professional services, customer success, and legal.
The flood of emails sales teams send drowns their prospects and creates poor buying experiences. With TakeTurns, your rich text notes, chat messages, and documents are kept together in one place. This ensures your communications are always in context, eliminating confusion, keeping everyone on the same page.
You and your sales manager get a big picture view of what’s going on. See a complete timeline of each opportunity—including documents, requests, messages—and assess level of prospect engagement.
Monitor your team’s ongoing sales engagements: view status, bottlenecks, and timelines. Additionally, identify less engaged prospects to help your team prioritize their efforts.
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