9Lenses: Client Consultation Software
9Lenses helps B2B sales teams shift from transactional conversations to consultative selling. It is designed for organizations in technical sectors that need to standardize discovery and lead qualification.
At a glance
- Category
- Sales
- Best for
- 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.
- Key use cases
- Net-New Sales, Lead Generation, Upsell and Cross-Sell, Customer Success
- Integrations
- Salesforce, Marketo, HubSpot, Microsoft Dynamics
- Official website
- 9lenses.com
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
An adaptive questionnaire that adjusts questions based on customer responses to uncover specific needs and challenges.
Correlates customer data with industry statistics and internal databases to provide tailored business insights.
Digital outputs that provide customers with an analysis of their business situation and actionable recommendations.
A tool that helps reps prepare for meetings by providing insights on pain points, qualifying questions, and right-fit solutions.
Notifies specialists and managers about qualified opportunities so the right experts can engage at the right time.
Supports the execution of cross-selling, renewals, and account-based marketing initiatives.
Aggregates customer data to create proprietary benchmarks and track sales rep activity.
Use Cases
Standardizing the discovery process to help sales reps align initial conversations with customer challenges.
Using industry-specific insights and interactive tools on websites or ads to identify relevant interest.
Identifying gaps in a customer's current setup through benchmarking to recommend premium services or new offerings.
Conducting regular needs assessments with existing clients to determine satisfaction and identify potential issues.
Best For
Integrations
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
FAQ
9Lenses provides a platform that systemizes the sales engagement process through digital tools like adaptive questionnaires and AI-driven meeting preparation.
It is designed for B2B sales teams, particularly those in Fortune 500 organizations within the banking, insurance, consulting, and technology sectors.
Yes, the platform integrates with Salesforce, HubSpot, Microsoft Dynamics, and Marketo.
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
