Better Access to Competitive Intel with In-App Smart Tips on Salesforce CRM

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A company faced challenges in winning deals due to sellers lacking access to critical competitive intelligence within Salesforce CRM. By leveraging Whatfix’s dynamic in-app Smart Tips, it integrated competitive battle cards into its sales process. This improved its ability to overcome objectives on competitive positioning, resulting in higher deal conversion rates and increased deal sizes.

Sellers struggled to effectively compete due to a lack of accessible competitive intelligence. Although the information was available in various repositories, sellers couldn't easily access it within the CRM at the moment they needed it most—while entering or reviewing competitor information during the sales process. This gap led to lost deals and revenue to the competition.

Whatfix implemented dynamic in-app smart tips that automatically delivered key competitive information whenever a competitor’s name was entered into the CRM form field. Additionally, competitive battle cards were integrated directly into these nudges from existing repositories, enabling sellers to access this crucial information without leaving the CRM.