Sales Pulse | Customer Insights
Everything you need to know about an account, before you contact them
Customer Insights gives reps a single view of what has changed inside an account, including key metrics, order history, lost sales, past notes, and product opportunities, so they can walk into every conversation better prepared.
Most reps go into a customer visit knowing the relationship.
Sales Pulse makes sure they also know the account.
Customer Insights brings key metrics, past interaction notes, lost sales, and cross-sell and upsell opportunities into one view. Reps can filter the detail, drill into transaction history, and walk in knowing where the account has changed and where to focus.
It helps them show up informed, relevant, and ready for a better sales conversation.
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Keep reps on
the pulse
Great sales reps know their customers, from what they buy regularly to what they have stopped buying and where product opportunities may exist.
Customer Insights distils purchasing patterns, preferences, and past engagement into one place, giving reps the context they need to have more relevant and informed sales conversations.
Lead notes and sentiment-tagging from past interactions are also neatly summarised, so reps can quickly see what has already been discussed and pick up the conversation with context.
Be proactive with lost sales
The lost sales view highlights products that have not been reordered within the customer’s usual reorder timeframe. This helps reps understand the value at risk when a sale is missed and follow up earlier.
Products can also be filtered by stock level, so reps do not recommend what you cannot supply.
Quantify every opportunity
In Sales Pulse, every opportunity is quantified, whether it is regaining a lost sale or proactively upselling a product recommendation.
This is shown as the Total Value at Stake for both the immediate sale and the ongoing value if the product is reordered, helping reps prioritise follow-ups and focus on the opportunities most worth pursuing.