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Find security buyers in target sectors with sourced fit notes.
Get a sourced list of prospects for the markets your team wants to reach, with fit notes in your spreadsheet for outreach decisions.
Find security buyers at companies that fit the team's target market.
Get a prospecting list with qualified contacts, source links, and a clear account of duplicates or gaps.
Check security buyer contacts before adding them to the outreach list.
Your outreach register gains qualified prospects from new spreadsheet leads, while the source row tells your team who was added or skipped and why.
Answer security prospects and ask to meet about their concerns.
Get a relevant reply when the next step is open, plus a task that tells your rep what the prospect said and what comes next.
Group security buyers who fit a campaign brief.
Your team gets a shared Sales Navigator lead list with fit notes and suggested owners based on the rules you choose.
Draft assessment proposals with agreed scope and approved fees.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
Find companies with timely security needs outside the account roster.
Give your reps a morning queue for outbound sales lead generation. They get fresh companies, buying signals, and roles to research.
Email approved security buyers about a relevant recorded signal.
Your personalized email outreach reaches buyers while their interest is fresh, and your sales lead sees the sends and skips.
Add approved client project members to private channels and log blockers.
Keep confidential project rosters and private Teams channels in sync, with owner approval and team access checked before anyone joins.
Remove former team members from threat response channels after staff changes.
Your roster shows which channel removals worked and which memberships still need attention after a departure or role change.
Remove listed specialists from a private client assessment channel.
You get a clear account of who was removed from your private Slack channel and whose access still needs review after a project closes.
Draft reports on significant security incidents from shift logs.
You get a dated queue of daily incident report drafts. Each material incident has its own report for you to review.