Sellers needed more effective, personalized ways to connect with customers and keep deals moving forward.  

Two critical contact points can make or break a sale — emails and calls. But sellers faced challenges creating personalized emails for every customer. They'd either spend too much time composing them, or save time with impersonal templates. On calls, account executives (AEs) had to multitask, taking notes and listening. This was inefficient and created sales training challenges. First-line managers (FLMs) had to be present on calls or work off subjective notes to coach their AEs. For both points of contact, sellers needed to find ways to work more efficiently while still providing personalized customer experiences.