9Lenses

The software guides sales teams through adaptive questionnaires that adjust to each response. It captures detailed customer inputs, uncovers unique challenges, and structures discovery conversations. Collected data flows automatically into downstream tools, enabling consistent assessments and better-informed recommendations for clients.

This capability analyzes customer responses alongside industry benchmarks, best practices, and internal knowledge bases. It correlates diverse data points to surface meaningful insights, prioritize opportunities, and generate tailored recommendations that align proposed solutions with each customer’s specific business context needs.

Assessment scorecards present a clear, visual summary of a customer’s current business state. They combine charts, peer comparisons, calculations, and explanations to translate data into actionable guidance, helping teams quickly understand priorities, risks, and areas for improvement across key operational domains.

With this feature, sales representatives prepare for meetings faster using AI-driven insights. It draws on assessment scores and solution knowledge to answer questions, suggest talking points, and boost confidence, ensuring conversations remain relevant, informed, and customer-focused during live discussions.

Sales team orchestration keeps account teams aligned by sharing insights across roles. It alerts specialists and subject matter experts to qualified opportunities, helping the right people engage promptly, collaborate effectively, and support customers with informed, coordinated interactions across complex sales.