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What is Shark Finesse?

Shark Finesse is an innovative AI-driven platform that simplifies and unifies the creation, management, and presentation of business cases tailored to customer needs throughout the sales process. Central to its capabilities is the SharkSense AI engine, which promotes value engineering by linking your solutions to customer goals while also guiding collaborative sessions that improve both clarity and efficiency in business case development. Designed for enterprise use, this cloud-based application offers an intuitive web interface that aids marketing, pre-sales, sales, and customer success teams in real-time across multiple devices—desktop, tablet, and mobile—while maintaining functionality without internet access, ensuring conversations with clients remain focused on measurable ROI rather than being overwhelmed by spreadsheets. Additionally, the platform efficiently organizes product catalogs, financial calculators, and industry-specific templates, featuring an extensive library of benefit frameworks and generating outputs that work seamlessly with widely-used software like Microsoft Office, Google Workspace, and OpenOffice. This comprehensive tool not only enhances productivity but also enables teams to concentrate on what truly counts—delivering impactful results that resonate with clients and fostering deeper engagement. By leveraging its capabilities, organizations can significantly elevate their approach to customer interaction and satisfaction.

What is Mainstay Advisor Value Platform?

Mainstay's all-encompassing Advisor Value Platform offers a unified suite of solutions for marketing, sales, and customer success, designed to measure and communicate the worth of your products throughout the entire customer journey. The Marketing Value Advisor includes a self-service ROI assessment tool that integrates effortlessly with marketing automation platforms, providing a customizable user interface that encourages the creation of high-quality leads via interactive calculators. The Sales Value Advisor utilizes extensive experience in value engineering by moving to a cloud-based system, which simplifies the process of value selling and supports both direct and channel teams globally by automating tailored business impact assessments. In addition, the Customer Success Value Advisor improves and automates quarterly business reviews with focused reports on value realization, effectively gauging and articulating the tangible benefits to enhance customer adoption, satisfaction, and retention. This comprehensive strategy guarantees that every stage of the customer lifecycle is equipped with accurate tools aimed at producing quantifiable results, ultimately fostering a stronger relationship between the customer and the offerings. By integrating these various components, Mainstay creates a seamless experience that empowers users to fully understand and leverage the value of their investments.

Media

Media

Integrations Supported

Active Directory
Apache OpenOffice
Google Workspace
HIACS
Microsoft 365
Microsoft Azure
Microsoft Excel
Microsoft Office 2024
Microsoft Word
Okta
POSTIDENT
PowerPoint
Salesforce
Salsify
Siemens NX
Tangoe
Unit4 ERP

Integrations Supported

Active Directory
Apache OpenOffice
Google Workspace
HIACS
Microsoft 365
Microsoft Azure
Microsoft Excel
Microsoft Office 2024
Microsoft Word
Okta
POSTIDENT
PowerPoint
Salesforce
Salsify
Siemens NX
Tangoe
Unit4 ERP

API Availability

Has API

API Availability

Has API

Pricing Information

$3,287.47 per year
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Shark Finesse

Date Founded

2002

Company Location

United Kingdom

Company Website

sharkfinesse.com

Company Facts

Organization Name

Mainstay

Date Founded

2001

Company Location

United States

Company Website

mainstaycompany.com/advisor-value-platform/

Categories and Features

Sales Engagement

CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management

Categories and Features

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