Our approach
Complex deals are won by the whole team
iSEEit captures what happens in every deal, turns it into a shared plan with your buyer, and gives every role the information it needs. Find your role below.
The iSEEit principle
Capture. Consolidate. Operationalize.
Every deal runs through the same three steps, whichever part of iSEEit you start with.
Capture
Every call, email and meeting is recorded as structured deal information, without manual note-taking.
Consolidate
Everything about a deal and its buyers comes together in one place, with gaps and risks flagged.
Operationalize
Your methodology runs on every deal, and the path to signature is shared with the buyer in one live plan.
What is in it for you?
Built for every role in your sales team
No matter which role you play, iSEEit supports you at every step.
Sales Rep
Spend your time selling, not updating the CRM
Less admin and fewer spreadsheets, more time with buyers.
Calls and emails captured for you
Meetings are recorded and turned into CRM updates and next steps, without manual note-taking.
One shared plan with your buyer
A personal link for every stakeholder, so tasks and dates stay agreed without long email chains.
Instant visibility of the gaps
Qualification criteria, gates and traffic colours show what is missing and what to do next.
Real-time sharing with your manager
Everything is visible to your manager, so deal reviews focus on next steps.
Sales Manager
Know which deals need you, before it is too late
Spot risky deals early and spend your time coaching, not chasing updates.
Aggregate views with traffic-colour coding
See the health of every opportunity and spot risky deals ahead of time.
Deal health from real conversations
Qualification gaps and risks are flagged from what buyers actually said.
Buyer engagement you can see
Know whether the buyer is really working the close plan with your team.
More time to coach
Less time finding gaps means more time to coach, mentor and enable your team.
Executive Management
A forecast you can stand behind
Evidence instead of gut feeling, and a clear view of where the business is heading.
Evidence for every Commit
Each opportunity is scored on your predefined qualifiers, not weighted guesses.
A more predictable forecast
Only qualified deals make it into the forecast.
Operational intelligence
Conversation, deal and plan data together show what customers need and where the market is moving.
Scale with a common approach
A shared methodology and plan get new team members productive faster.
Sales Operations
Clean, consistent data without chasing reps
Meaningful reporting and a process the team actually adopts.
CRM data that updates itself
Activities and qualification data flow into the CRM automatically.
Aggregate and detailed reporting
Configurable qualifiers produce meaningful reports instead of free-text fields.
Indicators even with minimal input
Visual indicators trigger by fulfilling predefined checkpoints.
Adopt any methodology
MEDDIC, MEDDPICC or your own process, captured in a quick and intuitive way.
Sales Enablement
Make the playbook part of every deal
Turn training into daily habits, and keep best practices in the team.
Best practices retained
The built-in playbook answers qualification questions and objections on the spot.
Coaching from real calls
Review conversations against your methodology and coach on what really happened.
A repeatable path to signature
Close plan templates turn your best deals into the standard for every deal.
ROI on your training
One standardized methodology and a common language across the team.
What customers say
Call your deals with confidence
iSEEit helps to visually get an aggregate of different criteria important to a deal and thereby act on a combination of data to help close this deal.
iSEEit immediately gives me the details I need to assess a prospective deal. This allows the rep and I to be aligned on every deal more quickly, creating more time for coaching and strategizing.
iSEEit gives both sales reps and sales leaders the ability to call their deals with confidence.
See iSEEit for your role
A short demo tailored to how your team sells, with or without Salesforce.
