We find the most relevant clips to share cross-functionally and build a clip library in Notion.
competitor - mentions of a competing product/service and associated experience
messaging - discussion of perception re: your company and its unique value
feedback - mention of experience with your company, product, or service
requirement - discussion focused on the customer needs e.g. team, reporting
stakeholder - mention of another member in the stakeholder team and priority
priority - discussion of organizational priorities re: metrics or purchasing behavior
concern - apprehension expressed about value, setup, adoption, or contract
escalation - mention the need to involve subject matter expert or manager
add-on and upsell sent to Management:
- add-on can be used when a customer is referencing any new or additional product/service offering
- upsell can be used when a prospect or customer mentions new funding or expansion
When a clip is tagged via the Clipwise interface, it gets pushed into a customized Notion table with metadata from Zoom, Calendar, & Salesforce, i.e. account, contact, and opportunity data.