On every competitor move
Battlecards
One card per competitor: where they win, where you win, and what to say.
Teams or SlackSharePoint or Google Drive
Sales
Meeting brief
One page attached to the invite: who is in the room, the history and the agenda.
Outlook or GmailSharePoint or Google Drive
Reads
- Calendar invite
- Salesforce
- Email threads
- Attendee profiles
- Company news
- Open orders
HastingsAgents do the work
Delivers to
- Outlook or Gmail
- SharePoint or Google Drive
Your team
Reviews, edits and sends.
When it runs
The day before each meeting
What it reads
CRM history, emails, open orders, news and attendee profiles
Where it lands
Outlook or Gmail, plus SharePoint or Google Drive
Why it matters
Every customer meeting starts prepared.
In the film
From the signal to the finished work.
- 0:00Tomorrow at 10:00, a first meeting with a snack maker.
- 0:04Hastings reads the invite, the history and the people attending.
- 0:09The brief is attached to the meeting in the calendar.
- 0:13One page, ready the day before.
- 0:17Who is in the room, what they care about, and what to propose.
- 0:24The sales engineer joining the call reads the same page.
- 0:31One page before every customer meeting.
Meeting brief runs in every plan. Start with it and one more job in a 90-day pilot.
See pricingMore in sales
All use cases →On request
Presentation builder
A customer deck built from the account’s figures, in your template.
Teams or SlackPowerPoint or Google Slides
Monthly for each key account
Account whitespace
The product lines each account could be buying, with the case to raise them.
Salesforce or HubSpotSharePoint or Google Drive
Start
Request a working sessionSee it running on your own company.
In a working session we build a sample on your company from public data.
The film shows an illustrative company. Company, roles and figures are fictional.