Call Prep gathers what you would otherwise look up by hand: who the customer is, what they have, what they pay and what is open. It is ready before you say hello.
Services
| Service | Speed | Status |
|---|---|---|
| Dallas HQ – Dedicated Internet | 500 Mbps | Active |
| Dallas HQ – Backup Broadband | 300 Mbps | Active |
| Austin – Dedicated Internet | 100 Mbps | Active |
Monthly charges
The whole account in one standing panel
Services, locations, monthly charges and open tickets sit in the same place on every call, so you never hunt for them mid-sentence.
- Pulled from your systems of record
- Laid out the same way every time
Open tickets
In progressP2
Waiting on customerP4
Monthly charges
Slow reports load before the call, not during it
Some systems take seconds to answer. Call Prep asks them early, so usage and billing are already on screen when the customer brings them up.
An attendee is linked to more than one account. Nothing is shown until you choose.
The right account, confirmed by you
If a contact is linked to more than one account, Cockpit shows nothing until you choose. A name alone is not proof.
- No silent guessing
- Account details stay hidden until confirmed
Product snippets are from the Cockpit prototype. All company names and figures are fictional demo data.
What Call Prep changes
Minutes back before every call
The lookups that eat the ten minutes before a meeting are done for you, in the background.
A confident first minute
Open with what you know about the customer instead of asking them to repeat it.
Fewer surprises
Open tickets and recent charges are in view before the customer raises them.
One product, four capabilities
Frequently asked questions
What does Call Prep show before a sales call?
The confirmed account, its services and locations, monthly charges, open tickets and the active opportunity. What appears is defined by each company's configuration, so it matches the data that business actually uses.
Where does the information come from?
From the company's own systems, such as CRM, inventory, billing and ticketing, through connectors. Each panel shows the system it came from and how recently it was read.
What happens if Cockpit is not sure which account it is?
It asks. When a contact matches more than one account, the rep chooses, and nothing about either account is displayed until then.
See it with your own conversations in mind.
Cockpit is in development. Tell us how your team works today and we will show you where it is headed.