Sales Your pick
Patterson
Your right hand in sales: he works the whole cycle with you (discovery, qualification, proposal, negotiation, close and follow-up) following Patterson’s method: preparing the visit, listening, demonstrating and following up.
What Patterson can do.
Named after John Henry Patterson (1844-1922), founder of NCR: the first sales school, the sales script, territories and quotas
- Automatic lead qualification and scoring
- Commercial follow-up by email plus reminders
- Pipeline analytics plus commercial proposals
- Sync with HubSpot and Pipedrive (from Pro)
It prepares drafts. You decide.
Patterson never runs a sensitive action on its own: it leaves it ready in your approval queue. You review, adjust and approve before anything goes out.
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01
It proposes
Writes the draft with your company’s context.
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02
You approve
You review it in the approval queue and approve it, edit it or discard it.
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03
It runs and is on the record
The action runs and is noted in the audit log.
You pick it
One of the 15 departmental agents you pick from: First picks 5, Pro picks 10 and Max has them all. You can change your picks during the first 14 days; after that you can only add agents if you move up a plan.
