Sales Operations

“How you sell is why you win."

- Brian Halligan, Founder and Executive Chairperson, Hubspot

Nurturing buying is the new selling!

Gone are the days of relying only on a list of features showing why you are better than the competition. In both B2B and B2C markets, buyers want to be educated, informed and in control. Understanding their issues, aspirations and expectations of your product are the starting point of today’s customer acquisition, loyalty and growth strategies.

SurveyVista helps you build insights on which your team can craft personalized messaging across the sales cycle.

Here’s a few examples

  • Requirements discovery forms
  • Order forms (with payment gateway)
  • Sales talk guides & scripts
  • Win/loss surveys
  • Customer maturity assessments
  • Lead scoring surveys
  • Sales qualification surveys
  • POC Qualification and Progress Tracking Surveys

And of course, all these vital insights are immediately available in Salesforce:

  • Never annoy the customer by asking the same question twice.
  • Trigger automated and personalized conversations using data collected.
  • Improve sales productivity by automating core data collection.
  • Turn feedback into action with sentiment and key phrase analytics seamlessly integrated with Salesforce CRM data.
And because SurveyVista is a 100% native Salesforce app with the most flexible integration available, the data collected can be used instantly alongside all your other customer data.