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Relevant deals, customer history and suggested next steps.
Customer information builds up across calls, meetings, emails and CRM updates. Q-Sales brings that context together so you can prepare with an understanding of what has happened and what still needs attention.
Stories brings relevant deal context and suggested next steps into a prioritized work queue. It helps you decide where to follow up and how to prepare. The example below follows a customer's expansion plan as it develops across several conversations.
The customer is planning a second site, with a November opening in mind. Their operations lead is joining the next meeting.
The expansion opportunity is due for review next week.
Confirm the opening timetable and agree who should be involved in planning.
Context: call, meeting, email and CRM history.
Preparation for the
next customer meeting.
The customer has discussed their expansion across several channels. The call, meeting, email and CRM update show how the plan developed and why the opening timetable needs a follow-up.
“We're opening a second location.”
“We're aiming for a November launch.”
“Our operations lead will join next time.”
Expansion opportunity. Review next week.
With the ERP / BI add-on, order history and product mix add the business perspective.
Connect the conversations, customer records and business data you use to prepare and follow up.
Two-way sync connects Q-Sales with your CRM.
Outlook connects your calendar. Quinn joins supported meetings in Teams and Google Meet.
Bring sales calls into your customer context through telephony integrations.
Q-Sales collects sales information and deal context from email.
Customer and product history add perspective to your next contact.
Your source systems and integration setup determine the context available to Q-Sales. HubSpot and Salesforce support two-way sync; the fields and sync behaviour are agreed for your implementation.
Quinn helps you prepare, surfaces relevant deal context and recommends next steps. You decide how to follow up with the customer.