Autobooks is an integrated payment and accounting platform that allows businesses to send invoices, collect online payments, automate accounting, and build financial reports through their financial institution’s online banking system.
When we started working with Autobooks, they were really struggling with their sales demo.
Every 90 days, they would try to redesign and improve it, but they couldn’t figure out where they were going wrong.
A demo that worked for one customer wouldn’t work for another, and they didn’t know what steps they needed to take to improve their close rate and win more customers.
Industry: Financial Services
Company Size: 51 – 200 employees
Use Case: Uncovering Consumer Insights