reference-matching

What problem does it solve?

This Skill helps sales teams strategically match Talosix reference customers to prospect profiles, accelerating trust-building and reducing perceived risk by leveraging peer success stories.

Core Features & Use Cases

• Prospect Profiling: Gathers key prospect attributes like therapeutic area, study phase, company type, and geography.
• Reference Database Matching: Scores potential references based on weighted criteria including therapeutic area, company type, study phase, and previous EDC vendor.
• Talking Points Generation: Creates tailored pre-call briefings for both sales reps and reference customers.
• Usage Tracking: Manages reference engagement frequency to prevent burnout and maintain willingness.
• Use Case: When a prospect requests a reference call, this skill identifies the 3 most relevant customers who have successfully used Talosix in similar therapeutic areas and study phases, providing talking points for the sales rep to ensure a productive conversation.

Quick Start

Use the reference-matching skill to find the best customer reference for a prospect in Phase III, focused on oncology, and currently using Veeva as their EDC.