Hi! I’m Art, an Account Executive at Swiftype.
We know that time kills all deals, so the faster we can get back to our customers, the better. But when you have back-to-back calls all day and 100 emails to reply to, it can be tough to answer your customer’s questions in a timely manner.
Swiftype helps me quickly find the answers. Instead of having to jump from app to app to find something I know already exists, I can find it easily using Enterprise Search. Quick access to content is especially important when you’re talking with customers and prospects who have questions (which they always do) because it allows me to keep the conversation going while I’m searching for the right answers. Sometimes the answers are dispersed across different sources, so a single search experience gives me relevant results from all of those sources instantly.
Search Clients
When I have upcoming meetings with a customer, one of the main things I want to know is if they’ve interacted with our support team recently. I can easily see in the Swiftype browser extension, without leaving a customer record in Salesforce, if they have open support tickets. Swiftype gives me a full picture of an account while saving me the time and effort of tracking down customer success managers, support, and software developers to get answers.
I wanted to mention our Slack integration too, because it’s the primary way our team connects and communicates. I personally don’t spend the majority of my time searching in it, but I have colleagues who do, and it’s a very convenient way for me to meet them where they work. Everyone has their favorite way of using Swiftype and because there are so many ways to integrate it into your workflow, no one has to sacrifice their preference for anyone else to be able to work well together.
There are times when prospects have questions that are more technical than I feel comfortable answering off the top of my head. Just last week, I was on a call with a prospect who stumped me with a technical question. I remembered we had a white paper addressing her exact concern, so I hit shift+command+space to pull up the OS X app and was able to find the answer on the spot.
Person View
Every so often, I need to consult one of our software engineers, but I also don’t want to bombard him with questions that he’s answered for me before. When that happens, I’m able to go to his his profile page in Person View to pull up any conversations he’s had with me. It saves us both quite a bit of time – I don’t have to spend time tracking him down to ask him the question again, and he doesn’t have to spend time answering a question he’s answered before. I can go to his page and get to the content from there.
In summary, I wish I had known earlier in my sales career that a tool like Swiftype existed. I consider myself lucky to be selling a product that I use every day—a product that makes my daily work a lot easier and much more efficient. If you want to see how it can work for you, I’d be happy to show you a demo!