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Guided Conversational
Value Intelligence for Customer Success

Align customers expectations with their actual impact to drive up-sales.

Boost CS team productivity with call based discovery guidance and realized impact presentations.

Autonomously Drive Your Sales Cycle

Complex Value Sales

Seamless complete  handshakes 

No more questions about the history
Know your customers’ pains, priorities and expectations
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Never get caught without the context. 

Autonomous guidance and asset generation

Autonomous guidance and asset generation 

Elevate the discussion from the tactical to the impact and confidently drive up-sales
Adaptive guidance – help CS reps uncover the unique impact in every situation
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Automatically build the asset and business cases that would secure the extension or up-sale.

Conversational value realization

Conversational value realization 

Capture structured data as well as customers’ voice straight from the call.
No need to waste time on CRM data entry or decks / business case preparation.
Proactive meeting preparation.

Sales Automation

Autonomous Capabilities

Intelligent Discovery Guidance dashboard
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discovery dashboard

Adaptive Discovery Guidance 

Understands buyer's answers and opportunity history.

Navigates discovery based on winning patterns.

Captures structured data and customer voice straight from calls

Uses the structured data to navigate the playbook and learn winning patterns.

Automatically injects the customer words into the customer facing assets.

structured data and customer voice
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Call Recording
AI bot
Guided Discovery
Intelligent Discovery Guidance
Optimized Deck and Business Case
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Optimized Decks and Business Cases 

Generates customized sales decks and business cases to 

arm the champion on every stage of the deal.

Captures structured data and customer voice.

Qualification & Deal Review Automation

​Auto-manages the qualification status, gaps and next steps of every opportunity.

Salesforce report
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opportunity KPIs
Next Call Preparation gmail
next call preparation email
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Saves rep’s time and improves productivity  

No CRM data entry. 

Automatically generated decks and business cases.

Automated prep for next meeting. Automated follow up and more. 

Sales Intelligence

Effortless Onboarding and Maintenance

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Platform configuration by Spotlight based on existing assets, best practices templates and feedback
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Salesforce AppExchange installation (sandbox and/or production) 
 
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Spotlight enablement 
for  managers and teams


 
Automated CRM Data Entry

There is a Lot to Love

Tom Schodorf
"If I had the kind of visibility Spotlight gives when I was a CRO, 
I could have been proactive and saved 50% of deals that slipped 
at the end of the quarter.”
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Tom Schodorf
Splunk, X-CRO (grew Splunk to $1B sales)
GTM Board member & Author of “Success Cadence”
Angel Investor

Effortless Integration

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