The Next-Gen CRM For Winning Sales Teams

Sales Enablement professionals can monitor the performance and actions of the sales team. If sales team members aren’t making enough touches by e-mail, phone, or in person, corrective action can be taken. By monitoring, the SE team can continually improve team members’ performance before problems arise.

You can automate your lead importing and distribution. Let us know your requirements and systems, and we can distribute leads for you, saving you time. This feature will allow your managers and coaches to spend more time improving team members’ performance and less time doing administrative tasks. We can also help you track your leads from the initial data entry until the lead becomes a client. And then follow them after that with your CRM customer interface and our auditing feature. No more lost leads.

Don’t have time to create your Playbook or to learn how to manage it in the system? We’ve got you covered. Not only can we put your current material in your Playbook to guide your team, but if it needs graphics or videos, we can help you with that too! Whatever you need to get you up and running as quickly as possible. We can help.

Generate daily, weekly, or monthly reports based on your metrics. Follow your team members, track response rates, participation links, and more. We can also manage all of your reporting functions if you don’t have the time. Then all you need to do is review the data. You can track reports, including:

• Deal progress
• Deal closing
• Number of e-mails per rep.
• Number of calls per rep.
• Length of calls per rep.
• Time on phone
• Number of scheduled appointments
• Number of appointments completed

Use our API to install widgets and apps for your website to get visitors’ information and convert them to leads.

Use our Learning Resource Management system to keep of your Playbook and client/sales team content.

Verify the accuracy of your data as it’s imputed and goes through the sales cycle. Incorporate automatic validation processes.

Monitor your sales funnel at each stage. Learn where bottlenecks and natural growth occurs. Use the data provided to improve sales funnel development.

With automatic lead updates, sales funnel monitoring, and follow-up audits, your sales teams will be supported like never before.

Use LDE to find more information about leads, such as company names, position titles, phone numbers, and e-mails. Qualify prospects automatically.

Create your own sales templates to have your sales team follow guidelines set by your sales enablement team.

Track your sales team, customer service agents, and employees to ensure they adhere to guidelines and methodologies.

Get detailed metric-based performance reports on each sales team member. Sales enablement professionals and managers can give enhanced feedback based on each team member’s statistics. Obtain detailed information on metrics, available as graphs, charts, or other visual aids to track your progress.

Onboard new hires or continue training and coaching your existing team members with live training. You can also record the training so team members can play each episode later.

Create content, coaching, and learning material for team members that uses feedback to adjust to individual learning curves.