Insight Cards

Get to know your caller and anticipate their needs before the conversation even begins.

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Start two steps ahead

Get context about the caller

As soon as the phone rings, you’ll see valuable insights like account owner, deal size, last order amount, or delivery status.

Provide quick, personalized service

With a snapshot of caller details before you pick up the phone, there’s no need to say: “Give me a minute while I pull up your information.”

Go to the caller’s record in one click

Skip the search. With one click, you can see a detailed profile of your prospect or customer and start delivering solutions on the call.

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