Testimonials as objection-handling assets: tagged, searchable, and embeddable directly into proposals.
Most testimonials live in a PDF nobody opens. These are tagged, searchable, and live in an embeddable widget.
Tag each testimonial with labels like "enterprise", "high-value", or "case-study". Search by keyword: type "pricing", "onboarding", or "ROI" and surface the quotes that answer the exact objection on the table. No scrolling through a shared doc looking for something relevant.
Separate workspaces keep enterprise testimonials separate from SMB ones, or product testimonials separate from services. Your AE working a specific segment sees exactly the proof relevant to their deal, not a mixed bag.
Paste the widget script into a hosted proposal or custom deal room page and testimonials appear live, pulling from your approved set without touching the page again. When a better testimonial comes in, it shows up without a redeploy.
Testimonials collected automatically, organised for search, and embedded where deals happen.
Sequences run after every closed deal. No rep has to remember to ask. The follow-up happens on a schedule and stops when the customer responds.
Label each testimonial with "enterprise", "SMB", "fintech", "onboarding", whatever your team searches for when building a case for a deal.
Five minutes before a demo, search "pricing objection" or "competitor" and pull the quotes that answer what the prospect will ask.
One widget script. Paste it into your proposal template and live approved testimonials appear, specific to that product line's workspace.