9Lenses is a sales enablement platform for financial institutions and other B2B organizations that use client discovery assessments to identify needs, produce recommendations, and guide account-team engagement. The platform converts questionnaire responses, internal data, and external benchmarks into assessment scorecards, sales insights, and campaign actions.

Key Capabilities

Uses adaptive discovery questionnaires that change subsequent questions based on customer responses.
Combines assessment responses with internal data, third-party industry statistics, and best-practice data.
Produces assessment scorecards with recommendations, peer comparisons, charts, calculations, and explanatory content.
Provides an AI sales assistant for meeting preparation and account-specific sales questions.
Notifies sales specialists and subject-matter experts when qualified opportunities require their involvement.
Supports cross-sell, renewal, quarterly business review, product-introduction, and account-based marketing campaigns.
Provides self-service assessment catalogs and branded, configurable customer experiences.
Aggregates assessment data for benchmarking, customer-engagement reporting, sales-representative activity reporting, and campaign-outcome analysis.

Audience & Use Cases

9Lenses is intended for banks, insurance companies, consulting firms, technology companies, and B2B sales organizations that use structured client discovery to uncover needs and recommend solutions. It supports account planning, needs assessments, financial-services discovery, cross-selling, renewals, quarterly business reviews, and account-based sales campaigns.

Technical Specifications

9Lenses supports configurable questionnaires, branded assessment experiences, automated recommendations, scorecard generation, campaign management, activity reporting, and proprietary benchmarking. The platform integrates with Salesforce, Marketo, HubSpot, and Microsoft Dynamics. The vendor states that the platform supports GDPR-compliant operational controls and does not share customer data with third parties.

9Lenses

What is 9Lenses?

Categories & Use Cases