Sales

Research prospects before calls

Research prospects before calls

Research prospects before calls

Create a pre-call summary by analyzing call history, CRM data, prospect company data, and market research for every sales meeting

Create a pre-call summary by analyzing call history, CRM data, prospect company data, and market research for every sales meeting

Create a pre-call summary by analyzing call history, CRM data, prospect company data, and market research for every sales meeting

Situation: You have a sales call in 10 minutes and need full context of all previous calls, research on each prospect, and tailored talk tracks for their business and problems.

How Coworker Helps: Prepares a pre-call summary based on previous conversations, CRM data, internal Slack context, and internet research on the company and prospects.

Time Taken: <2 mins

Impact: More effective sales conversations and higher meeting conversion rates.

Tools Used:

Coworker

Make work matter.

Coworker is a trademark of Village Platforms, Inc

SOC 2 Type 2

GDPR Compliant

CASA Tier 2 Verified

Company

2261 Market Street, 4903
San Francisco, CA 94114

Coworker

Make work matter.

Coworker is a trademark of Village Platforms, Inc

SOC 2 Type 2

GDPR Compliant

CASA Tier 2 Verified

Company

2261 Market Street, 4903
San Francisco, CA 94114

Coworker

Make work matter.

Coworker is a trademark of Village Platforms, Inc

SOC 2 Type 2

GDPR Compliant

CASA Tier 2 Verified

Company

2261 Market Street, 4903
San Francisco, CA 94114