New Feature - Business Case Survey

At Shark we've been busy building some of our most requested features - check out this article for latest release details!

Shark Finesse
December 5, 2022
Feature & Functionality Announcements

At Shark Finesse we are continuously developing our software to make the user (and end-customer) experience the best that it can be. With this in mind, we are very pleased to announce that we have completely re-designed and improved the Business Case Survey feature within Shark software. (N.B. this feature replaces the previously released Business Case Questionnaire functionality).

How does it work?

An interactive survey can be sent to your customer before your business value review session to discuss your proposed solution. You select the potential benefits that you think are relevant to their business and could be achieved through the implementation of your product or service, and then send the survey for their feedback / data inputs.

To create a survey within Shark software you just need to follow these 4 easy steps:

Process Overview

  1. You (as the Shark user) choose the benefits and configure the survey within Shark software
  2. You send an invite to your customer that contains a link to the survey
  3. Your customer completes the survey and submits the results back to you
  4. You import the results into your session

We have a full overview of this new functionality in our Features Guides, click on the below link to check it out:

Find out more

If you would like any further information about this new feature, please reach out to your account manager who will be happy to discuss your own questions and requirements (N.B. this is a Pro-only feature).

What we do

At Shark Finesse we have developed an enterprise-grade cloud application to help businesses standardise and simplify their value engagements across the entire customer journey.

Shark, a business value engagement platform used by 1000’s of customer-facing teams globally (e.g. pre-sales, sales, value teams, and customer success) is easy to use, intuitive and usable directly with the customer to negotiate the likely business returns from investing in a solution.

By adopting the Shark approach you will fundamentally transform conversations with new and existing customers, close more business, and differentiate from the competition.