Platform area
The Inspect workbench
Seven views over one region: the map, lists, a visit run, companies, campaigns, your offering, profiles.
A map of Derbyshire with 10 demonstration companies at real coordinates, one of which opens into its Inspect profile: the tier, each value with its basis and a written profile that cites its sources. The companies are invented for the demonstration.
The written profile cites each source it read
Why and how
- Why
- Territory knowledge lives in a few heads, so the best prospects wait for the right person.
- How
- Every view reads the same evidenced profiles, ranked against your offering map and sharpened by debriefs.
What is in it
Planner
Every company being worked, by day and postcode district, with its visit agenda.
An Inspect visit run of 3 demonstration companies over two days, grouped by postcode district, each with its status and date; the first has its visit agenda ready.
Company
One company's evidenced profile, commercial panel, contacts and visit preparation.
The Inspect profile of Foxlow Electronics Limited, a demonstration company: its processes, machines, materials, certifications, sectors and head count, each value marked verified or inferred from a cited source.
Region
The county as a list or a map, every verified company in it: the front door.
Lists
Saved lists of the companies you choose to work next.
Companies
Every company you are working, with its status, owner and next action.
Campaigns
Email sequences to the contacts you hold, from your own inbox.
Offering
Your offering map, loaded once, which ranks what to lead with.
The parts it hosts
- Customer contextMake a profiled company a customer in one step: its details and emailed contacts cross, while cited evidence stays in the profile, linked
- IntegrationsThe contact finders, connected on your own key and charged to your own account
- ActivityEvery action recorded, and the notifications the team and the org's customers receive
- MonitoringWatchers set against any area that act when something changes
It follows your products
- AI
- Customers
- Inspect
- AI
- Sales
- Quotes
- Orders
- Customers
- Products
- Catalogue
- Stock
- Servicing
- Operations
- Route
- Growth
- Inspect
Questions
- No. It sits beside your CRM: the CRM keeps the pipeline, and Inspect is the preparation for each conversation.More on Inspect
- Members with the sales role or above. Viewers read opened profiles and print the planner.
- Route can suggest Inspect companies as stops, so a visit day becomes a planned run.More on Route