The Engage tab transforms raw account intelligence into powerful sales tools by connecting your company’s value proposition to the specific needs, initiatives, and challenges of your target accounts.
Engage content is generated based on your company’s value propositions configured in Settings → Engage. This ensures consistent, relevant messaging across your sales team.

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What’s Included in Engage

Value Pyramid

Visual framework connecting their strategies to your solutions

Three Whys

Why change, why now, and why you framework

Discovery Questions

Targeted questions based on their initiatives

Facts & Figures

Relevant data points to support your value proposition
Engage Insights are generated based on your company’s value propositions configured in Settings → Engage. This ensures consistent, relevant messaging across your sales team.
Value Pyramid Visual framework that connects:
  • Their strategic priorities (top level)
  • Specific business initiatives (middle level)
  • Implementation challenges (bottom level)
  • Your solution capabilities (foundation)
Three Whys Framework Compelling narrative addressing:
  • Why Change: Cost of status quo and current pain points
  • Why Now: Market pressures and timing factors creating urgency
  • Why You: Your unique differentiation for their specific needs
Discovery Questions AI-generated questions designed to:
  • Validate strategic alignment assumptions
  • Explore current state challenges
  • Understand future vision and success criteria
  • Navigate decision-making processes
Facts & Figures Relevant data points from their communications:
  • Investment levels and budget allocations
  • Timeline data and project deadlines
  • Performance metrics and targets
  • Scale indicators and growth goals

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How to Use Engage Insights

In First Meetings:
  • Present value pyramid to show strategic understanding
  • Use discovery questions to guide productive conversations
  • Reference specific facts to build credibility
For Executive Briefings:
  • Start with strategic priorities to align with C-level thinking
  • Use Three Whys to build compelling change narrative
  • Include quantified business impact using their metrics
In Proposals:
  • Embed value pyramid as proof of solution alignment
  • Structure sections around Three Whys framework
  • Support recommendations with their stated facts and figures

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Quick Actions

Configure Value Props

Set up your value propositions

Generate Content

Create messaging from insights

Ask AI Assistant

Get specific talking points