Sometimes when you’re working your opportunity you need to access supporting information. This information could take many forms:
- financial/background information on your customer’s business and performance
- link to your customer’s company/product/service website
- link to supporting paperwork like legal documents
- link to a Dealmaker Virtual Learning video help to refresh your knowledge on how to discover the compelling event, or any other aspect of the sales methodology related to this stage in the sales process
Related Info links are set up in Dealmaker Adminsistration, so remember to contact your Dealmaker Administrator if you’d like specific information put in the Related Info link for one of your sales qualifiers.
Dealmaker is designed around making you as producive as possible.