Sales representatives typically spend a lot of time gathering data across applications when planning account strategies or pitches for their customer meetings. Quick can help create better account plans, understand customer issues, tailor solutions pitches, and more. For instance, you can create a custom chat agent that has access to internal materials, helps analyze opportunity details and support ticket information from relevant third-party applications, and searches across internal and external data to craft an account plan and pitch strategy in minutes. You can also create a workflow to send a team alert for upcoming contract expirations, ticket escalations, or differences in product usage.
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