A framework for standardized qualification


provides a management-driven framework for understanding opportunities and ensures all sales cycle information is consistently captured in the CRM

Reporting Made Easy

There’s never been an easy way for sales managers to easily report on the consistency and quality of qualification at hand-off, until now.

Click Notes allows you to report on the number of qualified opportunities when qualification criteria at is part of your commission structure.

Measuring qualification and discovery performance also helps sales management repeat what’s working and fix what isn’t.

Map to CRM Fields

As reps click-select options in a Click Note, their selections are mapped back to existing CRM fields for reporting and analysis.
Helping you move beyond the tiresome challenges of CRM documentation
Filling the gap between what sales reps do and what sales managers need