LeadSmart Channel Cloud for Distribution Companies

This is a sales/demo video transcript by Tom Burton introducing LeadSmart Channel Cloud, a cloud-based CRM purpose-built for distribution companies. It contrasts legacy spreadsheet/email workflows with a secure, integrated CRM and walks through seven pre-built visual CRM Centers (Smart Lead, Activity, Deal, Sales, Customer, Marketing, Partner) plus distribution-focused features (Revenue Expander, Relationship Radar, Account Planner, Geotracker, Lead Genius), integrations, mobile access, and a partner portal. The video emphasizes quick implementation (typically 45 days or less), security, and improved sales visibility and automation.
Chapters
Digital transformation can be slow for many distribution companies and as a result many are still relying on spreadsheets, emails and text messages as their primary sales tools. Despite the challenge of lost emails, security risks and the fact that most spreadsheets have errors and are seldom up to date. However, recent events have taught us all a valuable lesson that we need to be prepared and that we need to accelerate our digital transformation so that we can stay competitive no matter what. Leading distribution companies have discovered that this transformation should revolve around the implementation and adoption of a cloud based CRM platform that is purpose built for distribution companies and their unique needs and requirements. Enter LeadSmart Channel Cloud for distribution companies LeadSmart Channel Cloud is purpose built for the distribution industry, incorporating feedback and input from top industry experts in manufacturing, sales and distribution and provides tools, insights, integration capabilities and automation that drive sales growth while providing real value to both sales teams and management and executives versus simply tracking contacts and activity lead. Smart Channel Cloud is built on the most secure high performance cloud platform in the world, virtually eliminating security risks from hackers, ransomware thieves and others and Lead Smart Channel Cloud can be implemented using using a crawl, walk run approach and a fraction of the time and cost of traditional legacy CRM systems. So what makes LeadSmart Channel Cloud so unique? Let's take a look at an in depth demo. Lead Smart Channel Cloud for Distribution Companies features seven pre built visual CRM Centers providing instant insights into critical areas of the business. Let's take a look at each of these centers in more detail. The Smart Lead center tracks and manages all leads and their status using visual tracking icons and dashboards and can even send automated reminders for lead follow up. Click into any Smart Lead account or contact for additional details and to access a full array of easy to use CRM features and capabilities. The Activity center includes reports, dashboards, analytics and intelligence that enable both managers and sales teams to effectively manage their time, schedule and priority, producing better results and more revenue. The Deal center brings visualization and business intelligence into deals and opportunities including pipeline value, close ratios, expected close dates, market channel data and helps you identify revenue leaks and missed opportunities. The Sales center provides a centralized view and detailed insights into all sales information across all sales partners. Easily visualize what categories, products and partners are driving the most sales. Optionally sync your ERP or data warehouse directly into Lead Smart Channel Cloud the Customer center helps drive full line selling and revenue expansion across your existing customer base. Pinpoint your best customers and best product lines as well as areas of potentially untapped revenue growth. The Marketing center tracks real time prospect and customer engagement with your marketing campaigns. Gain insights into what exact marketing actions are driving more sales and more customers. Some distribution companies may want to track activities with specific sales agents, key vendors or other partners. The Partner center can be used to provide key insights into partner activity and their results. Lead Smart Channel Cloud includes many other purpose built features specifically for distribution companies. Let's take a look at each of these features. Revenue Expander enables you to quickly view sales trends across accounts, product families, categories and even SKUs. Set goals and KPIs for your team to grow accounts more effectively. The Relationship Radar helps ensure you are building relationships across all parts of the customer's organization and with the right people and department. The Account Planner enables you to create, track and manage account plans across product families and provides a real time snapshot of progress. Utilize Geotracker to visually filter, track and manage prospects and customers based on region and location, work out, trip plans and more. The Lead Genius feature includes extensive built in lead staging, qualification data hygiene and duplicate checking capabilities and automations which ensures your data stays pristine and accurate. LeadSmart Channel Cloud includes options for integrating with many ERP, marketing automation, e commerce and data warehouse solutions. Use LeadSmart Mobile to quickly and easily access all Leadsmart Channel Cloud data through the mobile app or your mobile Browser. The optional LeadSmart partner portal enables you to easily collaborate with key vendors, sales agents or other partners and can be set up in minutes. So hopefully you can now see how LeadSmart Channel Cloud reimagines CRM for distribution companies. CRM say goodbye to tracking leads and opportunities with spreadsheets and email. Say goodbye to lost or missing leads and the best news is that LeadSpark can be set up and implemented quickly, usually in 45 days or less. Thank you for listening and we look forward to working with you.
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