Knowledge sharing
Share highlights with people not in the sales team
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:
Snapshots
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
Ideas
All ideas
Idea ratings
Idea conversations
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