Enterprise seller
For enterprise account executives. Account research, meeting preparation and proposals.
The work
Researching an account
Preparing for a meeting
Building a proposal
What the portal is designed to do
This portal is designed to draw on the firm’s own knowledge and the account’s history, with the sources shown, so the seller starts from what the firm already knows. It works alongside the tools the role already uses, and the person doing the job stays in charge of the decision.
Like every portal, it runs on the organisation’s own HELLGRAPH knowledge under one policy set in the Admin Console, on your premises or in your own tenancy. Hosted models are an option you switch on, not a condition of use.
Alpha testing
This product is currently in alpha testing. We value your input as a member of our user community. Please register your interest to learn more about this specific persona.