Salesperson Assist
Your customer, your next move, and the words to use — in about ten seconds.
Your access key
Enter the access key your store gave you — once per visit. It opens this page and nothing else, and it is forgotten when the browser closes.
🔒 Handled with the same confidentiality as the CRM — the record is processed by the store's own secure server and nothing is saved. This is your prep space: nothing you run here goes to a board, a meeting, or anyone else.
How it works
- Open your customer in DriveCentric.
- Copy the record — header, notes, and activity together.
- Paste above and press Build my game plan.
Use it before a call, before an appointment, or when a deal has you stuck.
What comes back
- Where the deal actually stands
- Your one next move, and when
- The exact opening line for the call
- A follow-up text and email, ready to send
- Help with what's really stopping them
- A note ready for the CRM
First time here?
Load a practice customer — fictional records built for training, safe to explore:
Nothing you run here is saved, and answers come only from what's in the record.
Ask about this customer
Ask anything about this record — what they said, what to say next, how to handle it. Answers come only from what's in the record. Nothing is saved.
Running the morning meeting instead? Opportunity Review Assistant →