AI TOOL PROFILE
9Lenses: Client Consultation Software
- Sales
- Sales Enablement
- Fortune 500 sales organizations
- B2B sales teams in technical sectors
- Enterprise banking and insurance sales teams
- Consulting firms with standardized discovery processes
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
At a glance
- Best for
- Fortune 500 sales organizations, B2B sales teams in technical sectors, Enterprise banking and insurance sales teams, Consulting firms with standardized discovery processes
- Key use cases
- Net-New Sales, Lead Generation, Upsell and Cross-Sell, Customer Success
- Integrations
- Salesforce, Marketo, HubSpot, Microsoft Dynamics
- Official website
- Visit 9lenses official website
How AI is used
9Lenses is a SaaS client consultation platform designed to systemize the sales engagement process. It replaces manual discovery meetings with digital advisory tools that may help sales representatives identify customer pain points.
The software is designed for sales teams in complex, technical sectors such as banking, insurance, consulting, and technology. It provides tools to gather customer data, analyze it against industry benchmarks, and prepare sales reps for meetings without requiring constant support from subject matter experts.
Buyers should note that the platform is geared toward enterprise-level organizations, particularly those managing large books of business where scaling personalized consultations is a challenge.
Before choosing this tool, organizations should verify how the adaptive questionnaires align with their specific solution sets and confirm if the integration with their existing CRM supports their current data flow.
Key Features
Discovery Assistant
An adaptive questionnaire that adjusts questions based on customer responses to uncover specific needs and challenges.
Recommendation Engine
Correlates customer data with industry statistics and internal databases to provide tailored business insights.
Assessment Scorecards
Digital outputs that provide customers with an analysis of their business situation and actionable recommendations.
AI Sales Assistant
A tool that helps reps prepare for meetings by providing insights on pain points, qualifying questions, and right-fit solutions.
Sales Team Orchestration
Notifies specialists and managers about qualified opportunities so the right experts can engage at the right time.
Sales Campaign Manager
Supports the execution of cross-selling, renewals, and account-based marketing initiatives.
Benchmarking & Reporting
Aggregates customer data to create proprietary benchmarks and track sales rep activity.
Use Cases
Net-New Sales
Standardizing the discovery process to help sales reps align initial conversations with customer challenges.
Lead Generation
Using industry-specific insights and interactive tools on websites or ads to identify relevant interest.
Upsell and Cross-Sell
Identifying gaps in a customer's current setup through benchmarking to recommend premium services or new offerings.
Customer Success
Conducting regular needs assessments with existing clients to determine satisfaction and identify potential issues.
Integrations
- Salesforce
- Marketo
- HubSpot
- Microsoft Dynamics
FAQ
What does 9Lenses do?
- 9Lenses provides a platform that systemizes the sales engagement process through digital tools like adaptive questionnaires and AI-driven meeting preparation.
Who is 9Lenses designed for?
- It is designed for B2B sales teams, particularly those in Fortune 500 organizations within the banking, insurance, consulting, and technology sectors.
Does 9Lenses integrate with CRMs?
- Yes, the platform integrates with Salesforce, HubSpot, Microsoft Dynamics, and Marketo.
How does the Discovery Assistant work?
- It is a dynamic questionnaire that adapts its questions based on the customer's previous answers to help ensure a thorough needs assessment.
Source category: Sales
Source subcategory: Sales Enablement
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