We've been working closely with the BA team to develop precisely what we want and need here at Narvar for our opportunities to assure they are tracking as we assume and hope. With our sales methodology and the Buyer Assist org charts (and eventually mutual plan), we have visibility over every stakeholder on an account. It's now seamless to see who are key and positive influencers prospectively as well as who we may need to lean into more.

BuyerAssist is an excellent tool for creating mutual success plans that brings alignment and transparency for our customers. The product helps us mainly in two use cases. One is to onboard our customers and bring alignment in terms of expectations during the pilot and onboarding kick-off phases. Second, the product helps the Sales to CS handoff very seamlessly.

The product has a lot of valuable features that can plug the gap in terms of knowledge transfer between internal teams like presales, sales, and CSM/Support at various stages of the customer lifecycle ex: Pre-sales, POC, Post sales CSM handoff, etc. It's very intuitive to use and we can invite all the stakeholders to collaborate. I find the Mutual Success Plan and Relationship hierarchy feature to be really useful. You can customize the product as per your internal processes and the best part is the seamless integration it has with Salesforce which ensures data is 2 way synced.