Knowledge sharing

Share highlights with people not in the sales team

Observers on desktop

Observer users

Observers are people from parts of your company not directly involved in sales.
For example, customer service, operations, finance.
Avoiding information silos by sharing key trends and customer needs with observers could improve your business.

Observers have a reduced dashboard and limited access to anonymised data and trends:


Snapshot company overview and snapshot trend at company level

Sales reports

Anonymised access to all sales report answers to a specific question

Sales reports trend at company level


All ideas

Idea ratings

Idea conversations

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