Copilot
November 8th, 2024
Copilot is a fully customizable guided selling process that lets reps answer a handful of questions and get a fully constructed quote, in seconds. Further streamline the process by pre-populating responses with data directly from your CRM, or results from prior questions.
Why RevOps loves it: Make compliance easy and automatic for your reps.
Why Sales teams love it: Get from first click to in the customer's hands faster.
Expert tip: Enrich your account data with custom fields on customer segments to dynamically curate available bundles and rates through the experience for reps.