Welcome to the world’s leading
Client Consultation Platform.
This one-of-a-kind solution is already revolutionizing sales engagement for many of the top consulting, financial services, and technology companies.
The 9Lenses platform is fully customizable
and branded to your specific requirements.
Discovery Assistant
This dynamic questionnaire is the start of automating your customer needs assessment process. It automatically adapts questions with each customer response, ensuring a thorough and methodical intake to uncover each customer’s unique needs and challenges. The Discovery Assistant feeds customer inputs to the Recommendation Engine to instantly generate personalized Assessment Scorecards.
Recommendation Engine
Our advanced software correlates customer responses from the Discovery Assistant with third-party industry statistics, best practices, and your internal databases. It meticulously analyzes a wide range of data to identify unique business insights and offer tailored recommendations.
Assessment Scorecards
These digital outputs instantly show a detailed assessment of your customer’s business situation with actionable recommendations. Scorecards feature a rich set of graphical outputs, peer comparisons, charts, calculations, and explanations.
Virtual Sales Coach
This unique capability prepares and guides your reps for value-added selling conversations. It provides links to internal resources, qualifying questions to ask, right-fit solutions to offer, benefits to pitch, and proposed next steps.
Sales Team Orchestration
9Lenses ensures that your account teams stay on the same page. This feature proactively notifies sales specialists and SMEs about qualified opportunities ensuring the right people engage with the customer, at the right time, armed with customer insights.
Sales Campaign Manager
Execute flawless campaigns for cross-selling, renewals, quarterly business reviews (QBRs), new product introductions, and account-based marketing initiatives. The 9Lenses Sales Campaign Manager systemizes your customer outreach and ensures accountability from each rep. Have reps initiate and track campaigns for their target accounts – or centrally control campaigns to reach thousands of customers simultaneously. See reporting on customer engagement, activity by sales rep, and campaign outcomes (i.e., pipeline, closed deals).
Catalogs
Make your campaigns easily accessible for your sales and marketing teams. Plus, offer a catalogue of assessment directly to clients via self-service.
Integrations
9Lenses integrates with leading CRM and marketing platforms such as Salesforce, Marketo, HubSpot, and Microsoft Dynamics.
Benchmarking
& Reporting
Your customer data is automatically aggregated to create your own proprietary benchmarks. Also get comprehensive activity reporting across the 9Lenses assessments you offer. These reports provide a complete picture of customer engagement and sales rep activity.
Privacy and Transparency
9Lenses is fully transparent about how we collect and use your data, which is never shared with third parties. Our platform is GDPR compliant. We work with you to ensure that all your operational controls get implemented.
Each component of the 9Lenses platform is designed to optimize the sales process, making every customer interaction more strategic and successful.
