With Agents, Sales Managers can give their teams and key deals more attention.
Give reps first email drafts with the account reason behind each one.
Your reps get a tailored first email draft and a clear reason to reach out, ready to review on the prospect's contact.
Review new territory prospects and possible account matches.
Your next market gets a sourced sales prospect list, with public contact details and possible account matches ready for review.
Review sourced prospect shortlists for each sales targeting brief.
Get a business contact list that fits your buyer profile, with source links and clear flags for matches you should review.
Give the team sourced prospects that match its target market.
Get a B2B prospect list that fits your target market, with business websites, public contact details, and source links ready to review.
Build a sourced shortlist for the team's weekly prospecting review.
Your prospecting plan gets a sourced shortlist of companies and contacts, with repeats removed and gaps flagged before outreach.
Review the team's current lead lists with gaps called out.
Get a current Excel copy of your saved Sales Navigator lead list, with consistent columns and missing details flagged for your team.
Give each rep a ranked call list and flag accounts needing research.
Your reps start each shift with a short call list. Every prospect has a phone number and a reason to reach out.
Give callers a ranked list with reasons to call.
Your callers get a current consumer lead list with reasons to call. You choose the audience and what matters most.
Approve quotes within your team's line discount limits.
Your sales team gets a clear quote decision, with the exact line to fix when a discount exceeds the limit you set.
Approve quotes with valid dates and accepted customer terms.
Your quote approvals come with a clear decision, and rejected quotes show the date or terms change needed before resubmission.
Prepare discount replies for your salespeople to review before sending.
Get an email reply draft when a customer asks for a discount. Review the offer or decline against your rules before you send it.
Rank buyer leads so the team knows whom to contact first.
See which car sales leads to contact first, with a vehicle match and a clear reason beside each shopper's recorded details.