Business case preparation document

Before a customer visit you can send a document to help collect data pertinent to the business case.

The document can be generated for a particular suite from within the Benefits section.

For more configuration options you can generate the document from the session summary screen. Here you can choose multiple suites, specific benefits and the information the document should contain. This includes any existing benefit values or notes and the behind the calculation information.

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.