Customers or prospects join your Flow—it's a virtual sales room—without having to sign up, they just verify their email. Since only invitees get access, you maintain confidentiality. Also, when you need to add more participants—sales ops, presales, legal—add them. There’s no additional cost.
You and your prospect work together on deal-critical documents—mutual success plans, sales proposals, agreements. And even better, TakeTurns can also support your teams in presales /sales engineering, professional services, customer success, and legal.
Use rich text notes and the built-in chat to communicate with your participants without having to resort to email. The built-in chat keeps all the questions and comments with the files helping keep everyone on the same page.
You and your sales manager get a big picture view of what’s going on. See a complete timeline of each opportunity—including documents, requests, messages—and assess level of prospect engagement.
Monitor your team’s ongoing sales engagements: view status, bottlenecks, and timelines. Additionally, identify less engaged prospects to help your team prioritize their efforts.
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