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PRODUCT
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A complete personalized buying experience
INTEGRATIONS
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SOLUTION
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Centralize all of your deal communications
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Build trust and mutually align with your buyers
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Personalized Customer Space
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CUSTOMER STORY
Churnly
How Churnly Wins more deals
USE-CASES
Access more of your buying team
Discover your buying committee & engage them in the process
Manage complex sales processes
Build trust and mutually align with your buyers
Don't lose time on wasted opportunities
Stop wasting time on deals that end in no decision
Accurate Forecasting
Forecast with certainty
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Krysten Conner, Sales Strategist at UserGems
Personalization Vs Relevancy
David Mayer MD & co-founder, Clarify B2B
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The Hidden Costs of No-Decision Deals
Why Inaction Is A Silent Killer
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RESOURCES
Mutual Action Plan Templates
Free templates to get you started
MEDDIC sales process
Metrics, Economic buyer, Decision criteria, Decision process, Identify pain, and Champion
Ebook: "The future state of software buying"
Are you ready for the shift in buyer-led sales processes?
5 effective strategies to increase win-rates
AE’s guide to deliver quarterly quotas consistently
Webinar: How to Increase Deal Sizes and Keep Enterprise Opportunities Moving Forward
Watch the webinar with Jamal Reimer & Adam Baker
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MUTUAL ACTION PLAN
CONNECT
YOUR PROSPECTS WITH MUTUAL ACTION PLANS
Plan a collaborative roadmap using Mutual Action Plans.
Align with your buyers on next steps, key dates & milestones to get the deal closed.
QUOTA ATTAINMENT MADE EASY
You’ll have faster access to buyers, better visibility on what they’re doing and full alignment on the close plan
ELIMINATE SLIPPED DEALS
Lock in the close plan & know months in advance when deals will close
CLOSE MORE PIPELINE
Make your sales process the differentiator & get to quota quicker
FORECAST WITH CERTAINTY
Cut optimism out of your forecasting & use real-time deal activity data to forecast
HOW MUTUAL ACTION PLANS WORK
3 main functions of a mutual action plan
1. IDENTIFY WHAT
Establish and agree what needs to be done
2. ENGAGE OWNERS
Identify and engage the owners of the jobs to be done
3. ESTABLISH TIMELINES
Agree achievable deadlines with the relevant owners for each job to be done
FEATURES
Plan a collaborative roadmap using Mutual Action Plans
Build a sales process which is aligned with the organization you’re talking to, which makes both parties working towards the same goal
Share the roadmap with all your stakeholders
Get email notifications when a task has been modified
Download the roadmap as PDF, for easy sharing
Keep everyone on the same page
Set goals and next steps together with your buyer toward closing the deal
Collaborative way to build the plan
Share files directly on tasks
Assign people to a task
Keep on track and avoid delays
Track the progress of your deal, identify which tasks are completed and stay on top of buyer comments.
Assign a close date to the deal
Assign due date to individual tasks
Mark a task as completed
Stay in control
Always be informed and stay on top of all important events that are happening in your deal
Be notified on important events
Bird's eye view across all deals
Be in control with the activity center
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