Sales Prep
Know your prospect before you call. Prep researches prospects, companies, and news so your team shows up prepared.
Sales Prep saves time before sales sales-calls by creating clear prospect briefings. Stop spending hours digging through search results and LinkedIn profiles. Get exactly what you need to know to have a meaningful, relevant conversation.
Meet Sales Prep
Ready to research your prospects? Start generating briefings instantly to save time, build credibility, and close more deals.
See a Sample ReportWhat You Get in a Briefing
A concise, actionable summary designed for quick review right before you jump on a call.
Company overview and key metrics
Recent news and corporate events
Executive profiles and leadership team
Likely pain points and business challenges
Suggested strategic talking points
CRM interaction history when connected
Industry trends and market analysis
Competitive landscape and rivals overview
How Sales Prep Works
From input to insight in five simple steps.
Input Prospect
Enter the prospect name, company name, and any specific notes about the upcoming meeting.
Public Research
Sales Prep searches the web for recent company news, press releases, and executive profiles.
CRM Retrieval
When connected, she pulls prior interaction notes, deals status, and customer history automatically.
Briefing Creation
She organizes the research into a clean, structured briefing document for easy reading.
Review & Call
Your salesperson reviews the briefing details in 2 minutes right before starting the call.
With a CRM Connected
Sales Prep can include prior notes, call logs, open tasks, sales stage, and previous team interactions when available. This ensures your team has the full picture of the relationship before making contact.
Without a CRM Connected
Sales Prep still provides powerful web-based research, company overviews, and talking points. While it won't include private company history, it gives you a massive advantage over going in cold.
Best Fit For
Custom Briefing Templates
Sales Prep can be customized to focus on specific research points, like competitor comparisons, product pricing, or regulatory impacts based on your team's needs.
Walk Into Every Sales Call Prepared
Book a guided demo to see how Sales Prep can save your team hours of research time.