TruVoice integrates with Crayon to bring together competitive intelligence from your buyer feedback and competitive insights from Crayon.
With this integration, you can bring the buyer-based competitor insights from TruVoice seamlessly into your Crayon boards and battlecards.
There are four primary competitor views available, with many more planned in the coming months:
- Competitor Summary: summarizes outcome performance as well as the most frequently cited strength and weakness for the selected competitor
- Competitive History: displays a summary of the sales opportunities where you competed with that competitor
- Competitor Strengths: displays the key strengths your buyers cited for that competitor
- Competitor Weaknesses: displays all weaknesses buyers mentioned in their win loss feedback for that competitor
How to set up the integration:
- Log into your TruVoice account.
- Open your navigation options by clicking the three horizontal lines in the top left to open the pop out menu (if it isn’t open by default).
- Select the “Widgets” option under the Administration heading.
- If you have not created the access key for your organization yet, click the “Create Access Key” button in the top right to create a unique and secure access key for your widgets. (Note: the access key adds a level of security to your widgets that allows you to rotate this key, or disable the key. Any widgets that have been created using the disabled key will need to be updated with the new key. If a widget’s access key is deactivated, the widget becomes disabled and will not display your data).
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Click “New Widget” button for the widget you would like to create.
- Name the widget accordingly.
- Select the competitor you’d like to monitor.
- Set the height and width of the widget. (NOTE: the target application’s settings where you will be placing the widget will override these settings).
- Click the “eye” icon to preview the widget based on the settings you applied to the widget.
- Copy the “Embed Code” to your clipboard using the last icon for the widget, or from the “Embed Code” tab when editing the widget.
- In Crayon, select the content control you want to place the widget in and click the “Insert iframe” option on the content control’s toolbar.
- Select the “Code” tab and paste the “Embed Code”, then click “Update” to update the content with your TruVoice widget.
- In the URL tab, click "Yes" to Enable Pop Ups. If you do not enable pop ups, you won't be able to see your widgets correctly.
- Name the content and click “Save”.
You will now see your TruVoice Widget views populate within your Crayon dashboards in real time. Get ready to win more competitive deals!