Closing more deals and keeping up with my deals is much faster and easier. I sell complex stuff so a lot of people need to be involved in my deals. We all use the deal rooms so none of us has to log anything (CI does it all) which allows all of us to stay on top of the deal and then we like the ability to collaborate on deals there. Plays are also really cool. Review collected by and hosted on G2.com.

It feels like a lot of things are done differently when you see it for the first time but your skills don't have to change to use it. What they have done is take out the time consuming and repetitive work to give you the insight you wanted to make better decisions. You do not need new skills, you just do not have to do all the spreadsheet work or deal reviews. Once you get used to them providing you with everything you need, you just end up making better decisions and moving faster. Review collected by and hosted on G2.com.

Our deals take a long time to close (12-18 months) and are very big tickets so a few years ago we wanted to focus on building a client focused sales team. Each week we do deep deal reviews so we wanted to find a way to move beyond basic interview style coaching. For us that felt very back seat drive which was not going to have the impact we wanted. Reps would tell us what they wanted to talk about and less what they needed to talk about.

Data from CRM was not helpful and that made forecasting hard. Collaboration was even harder and that meant delays in responding to our client and prospect requests. When we launched Collective[i] we were able to get the most accurate view into every deal we have ever seen. We found the early warnings adjusted to our cadence and customer base, and the ability to bring everyone on the selling team into a deal room meant that everyone was informed and up to date. Collaboration meant less meetings and our response times cut our time to close considerably. Each deal is worth a large amount so the ROI on this project was considerable. Review collected by and hosted on G2.com.

Our company started to use Collective[i] which is how I was introduced to it but I think if you know anyone who works at a company using the software you can get a free invite. No sales professional should work without it. Review collected by and hosted on G2.com.

I run complex deals that have a lot of moving parts. Knowing more about my prospects could be hard so finding mutual connections was a big deal. Linkedin used to be good for this but I find that most connections there are so remote to be useless. Collective[i] connections are validated and I find out how they can help from the app.

Less meetings and better coordination. With a lot of people touching my deals i used to have to do briefings for everyone which meant trying to find a meeting time that worked. Now I just invite them into my deal room and they can see everything they need to brief themselves. We can then collaborate and run plays (think tasks on steroids) so now i can follow every deal on the road.

Focus. Collective[i] has great dashboards that help me know my forecast and more but the best part for me is the focus it gives me to know which deals I am going to close so i spend more time on them. The deal odds change daily and if they change dramatically I get early warnings which have saved more than a few deals for me. Review collected by and hosted on G2.com.

I say rip the bandaid and switch immediately. There are always learning curves getting used to a new system but it is beyond worth it. Review collected by and hosted on G2.com.

We wanted to fix forecasting, forecasting and forecasting. What we realized after using Collective[i] was that in order to do it, you have to modernize the technology you use. I think that before Collective[i] we were locked in a bad data paradigm. We assumed we could not know the facts so we needed to debate which deals need to close and if we could. Since Collective[i] fixed our data issues, logged all the activities of the reps and gave us a real time periscope into each deal the old approach to forecasting just does not make sense anymore.

When you get every communication between your reps and our prospects you can actually know if the deal will or will not happen. That changes the culture from interviewing and opinions to coaching and closing. We spend more time talking about what we can do to get a deal over the finish line than what we hope will happen. The daily forecast allows our team to react in real time and the ability to dive into the deal with or without the rep means we have a game plan before our prospect is in the office. Review collected by and hosted on G2.com.

What you think you want before you use the product and what you want after using it is different. So much of sales is art but Collective[i] gives everyone the facts so the art of changing outcomes becomes possible. We do a daily scrum now in our sales leadership to talk about changes we get in our deals.

For deals in closing having the closing team all be in the deal rooms means we know everything happening without needing the rep. We are so much faster and more insightful than we have ever been. Review collected by and hosted on G2.com.

Scale. All our processes were breaking as we scaled up. Forecasting, pipeline coverage and reviews, coaching, lead assignment all were falling apart as we scaled. We looked at automation tools but all of them are based on using CRM data or self reporting from the reps. That means that every system has to be built with checks and balances (time consuming which also introduced inaccuracy) to deal with everyone having a viewpoint. That creates far too much work and was just painful.

What we found when we went live with the app is that by having Collective[i] fix the data capture, clean the data and auto add buyers and other people on the selling team we were able to remove a ton of overhead. That means that when we look at the facts of each opportunity it becomes easy to see if we will win the deal. The CI deal score is just another fact that gives us confidence and early warnings are great.

We used to have a worse than 50% close rate on committed deals (like the industry) now we have a much higher rate, spend less time and our team runs faster (daily scrums), we even can look at push rates that are in our control and ones that are out of our control. This lets us devise strategies around the ones we can change that grow revenue. Review collected by and hosted on G2.com.

The more out of the box integrations you setup, the more value you will get from the product. Review collected by and hosted on G2.com.

Honestly, I use the application because it saves me so much time. It helps me prioritize deals and enables me to spend my time selling and focusing on deals with the best odds to close. This is a game-changer for sales teams. Review collected by and hosted on G2.com.

Sales and Business Analytic Processes Review collected by and hosted on G2.com.

Much more Accurate Forecasting and better visibility into our opportunity pipeline Review collected by and hosted on G2.com.

We invested in this to get real-time information on the best way to close deals. We found it helps our team collaborate efficiently when reviewing deals as all of the key information is one place. Review collected by and hosted on G2.com.

Just try it. Super easy to get started and lots of missing data starts to fill in quickly. Connecting more technologies add a lot more. Review collected by and hosted on G2.com.

Trying to get more time back. Too much time is wasted on mindless tasks so I really like how this fixed my issues right away. Review collected by and hosted on G2.com.