Adding or editing costs

You can modify costs by selecting the pencil icon on the costs slides, when you do this the side bar will open on the left side, alternatively you can click on the Costs button within the left side bar directly:

The Costs window within the side bar will open. Here you will see a summary that includes total costs, non-recurring costs as well as recurring costs:

If you need to edit, add benefits or delete costs, select the type you want to adjust and the full window will open:

To edit the exisiting benefit, click the dots icon (appearing in the top right corner) and a drop-down will appear with the option to Adjust or Delete:

If you select Adjust, the following editable option will appear:

You can also add a brand new cost to the case by scrolling to the bottom of the cost list and clicking Add Item:

The following options will appear to create a new cost:

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.