Practice every call in a SaaS deal, from first demo to renewal
Quotain builds buyers from your playbook, CRM, Knowledge library and recorded calls, and grades each attempt on the scorecard for that call. Add this week’s release notes to Knowledge and the next practice call can use them.
構成一個 SaaS 季度的那些通話。 每一通都是業務可以演練的買方,也是 Quotain 用來評分的評分表。
初次通話、產品示範,以及接著的價格對話。
面對自製工具的需求探索
銷售副總“我們自己做了預測表。它不好看,但是免費,而且團隊會用。”
Scored on- 量化現行流程的成本
- 把問題連到對方說出的目標
- 敲定有日期的下一步
給內部支持者的產品示範
營收營運處長“我喜歡。現在幫我在五分鐘內跟營收長講清楚。”
Scored on- 把示範對到營收長的目標
- 給內部支持者一份摘要
- 確認決策流程
價格與席次的反推
財務副總“我們先從 40 席開始,不是 120。價格會怎麼變?”
Scored on- 討論折扣之前先守住價值
- 用承諾交換讓步
- 確認誰簽字
買方心裡已經有另一家廠商的交易。
取代既有廠商
銷售副總“我們用 Pipewell 已經三年。換掉的話,營運團隊要花掉一季。”
Scored on- 把轉換成本和收益放在一起估算
- 使用核准過的競品說法
- 提出移轉計畫
和較便宜工具的評比
營收營運負責人“Relaybase 大半功能都有,價格只要一半。”
Scored on- 改從對他們要緊的落差來談
- 避免貶低競品
- 每項說法都有佐證
評估後期才進場
銷售處長“我們和另一家廠商已進入最後談判。您只有一通電話。”
Scored on- 找出還沒有人達到的標準
- 爭取進入評估
- 同意有日期的下一步
練習比初次通話少的客戶通話。
用量下降時的續約
客戶成功副總“上季只有一半席次登入。為什麼全部續約?”
Scored on- 診斷採用落差
- 從他們的用量重建價值
- 提出挽回計畫
廠商整併
財務長“我們今年要把工具數量砍掉三分之一。說明為什麼該留下貴公司。”
Scored on- 把支出連到量得到的成果
- 找出內部支持者
- 在折扣之前處理預算壓力
擴約到新團隊
客戶成功負責人“業務很喜歡。我的客戶成功團隊為什麼需要?”
Scored on- 了解新團隊的工作方式
- 用既有團隊的證明
- 同意誰負責導入
漲價前的 QBR
營運處長“續約報價漲了 12%。我們多得到什麼?”
Scored on- 先講上次續約以來的成果
- 用價值說明這次變動
- 鎖定續約時程
從註冊或用量上升開始的對話。
從免費方案升級
團隊負責人“免費方案就夠了。付費會多得到什麼?”
Scored on- 找出他們碰到的限制
- 把付費功能連到他們的用法
- 提出升級
試用回顧
營運經理“我們上週註冊了,什麼都還沒設定。”
Scored on- 找出設定卡住的地方
- 提供一個具體的下一步
- 約好下一次聯繫
工作區自己在長大
工作區管理員“四十個人自己加入了我們的工作區。為什麼打給我?”
Scored on- 從他們的用量開場
- 找出還有誰該參與
- 提議談團隊方案
同一筆交易的每個版本,都有對應的情境。 改一個細節,買方的下一句和評分表會跟著變。
- 01 · 競品
Swap the competitor.
Name the competitor and the buyer pushes back with it in mind, while the scorecard checks claims against the positioning in Knowledge.
在 Lumen Labs 銷售副總 Arjun Mehta 的情境裡,競品從 Relaybase 改為 Pipewell。他的下一句變成「我們用 Pipewell 已經三年。換掉的話,營運團隊要花掉一季」,評分標準改為估算轉換成本。 - 02 · 交易階段
Move the deal to renewal.
The same account at renewal asks about adoption and seats, and the call is graded on your renewal scorecard.
交易階段從需求探索改為續約。Arjun 接著說「Pipewell 上週來過。120 個席次這個季度只有 70 個登入,為什麼全部續約?」,通話改依「從用量重建續約理由」評分。 - 03 · 最新版本
Add what shipped this week.
Put the release notes in Knowledge and the buyer asks about them. What the rep claims is checked against the notes.
最新版本改為預測彙總。Arjun 問「貴公司的版本說明說彙總現在可以跨區域運作。再簽一年之前,先做給我看」,評分標準改為依實際推出的內容說明版本,說法會對照知識庫中 10 月 9 日的版本說明。
與落實策略的團隊共同打造
Questions SaaS sales leaders ask before rolling out practice
How do we keep practice current when the product ships every week?
Save release notes, updated positioning and new battlecards to Knowledge, then build the next scenario around them with the Assistant. When a scorecard evaluates factual claims, Quotain checks what the rep said against Knowledge and marks each claim supported, contradicted or unsupported, with a link to the source document.
Can Quotain use our Gong calls?
Yes. Connect Gong once and new calls keep syncing with their transcripts. Fathom, Fireflies, Otter, Chorus, Salesloft, Clari Copilot, Grain, Granola, Circleback and Salesfinity connect the same way, or you can upload a recording or transcript. Quotain grades those calls on your scorecards and can build practice buyers from them.
Can the buyer bring up a specific competitor?
Yes. Save your battlecards and competitive positioning to Knowledge and build the scenario around the competitor your reps face. The buyer pushes back with that competitor in mind, and the scorecard can check the rep’s claims against the positioning you approved.
Do renewal and expansion calls get their own practice?
Yes. Call stages are configurable, so you can add renewal, QBR or expansion stages next to discovery, demo and negotiation, each with its own scorecard. Build the buyer from the account’s CRM record and recorded calls so the practice reflects that customer.
新的一批招募要怎麼上手?
Build the program as a module with a pass rule for each task, then add a cohort for the class with its own roster and due date. Turn on certificates if reps should certify before they take customer calls. The cohort shows who has completed each task.
How is Quotain priced?
Starter ($50) and Pro ($100) per seat per month each start with a 7-day free trial, and Enterprise is quoted for larger teams. Plans include buyers built from your playbook, calls and deals, custom scorecards, real-call grading, modules and certification.
買方說哪些語言?
AI buyers speak 30+ languages, including Spanish, German, French, Portuguese and Japanese, so teams selling into new regions practice in the language of the call.


