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
Sales
Presentation builder
A customer deck built from the account’s figures, in your template.
Teams or SlackPowerPoint or Google Slides
Reads
- Salesforce
- Service data
- Order history
- Product roadmap
- Brand template
- Past decks
HastingsAgents do the work
Delivers to
- Teams or Slack
- PowerPoint or Google Slides
Your team
Reviews, edits and sends.
When it runs
On request
What it reads
Your templates, latest case studies and figures, and the account’s context
Where it lands
Teams or Slack, plus PowerPoint or Google Slides
Why it matters
Decks in minutes, always on brand.
In the film
From the signal to the finished work.
- 0:00A customer review is booked for Thursday.
- 0:04Hastings pulls the account’s year from your CRM and service data.
- 0:09The deck is ready in the chat.
- 0:13Six slides in your template, with this year’s figures.
- 0:21Your products and your plan, matched to this customer.
- 0:27The salesperson adjusts the story and presents.
- 0:31Customer decks in minutes, in your template.
Presentation builder runs in every plan. Start with it and one more job in a 90-day pilot.
See pricingMore in sales
All use cases →For each large opportunity
Deal intelligence
The buying committee, what each person cares about, and the risks in the deal.
Salesforce or HubSpotSharePoint or Google Drive
Every Monday
Monday pipeline review
What moved, what stalled, and a next step for every stalled deal.
Outlook or GmailTeams or Slack
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.