A promotional demo by Tom Burton describing LeadSmart Channel Cloud, a cloud-based CRM purpose-built for manufacturers and their channel partners. It argues manufacturers relying on spreadsheets and emails face lost sales and security risks, and presents LeadSmart’s features — seven visual CRM centers, a partner collaboration portal, partner-specific portals, integrations (ERP/marketing/e‑commerce), mobile access, and manufacturer-focused tools (Revenue Expander, Relationship Radar, Account Planner, Geotracker, Lead Genius). The demo emphasizes quick implementation (often ≤45 days) and improved partner visibility, accountability and sales growth.
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Digital transformation can be challenging for many manufacturers, suppliers and product development companies and as a result many are still relying on spreadsheets, emails and text messages is 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. In addition, most manufacturers sell their products through third party channel partners such as distributors, dealers, brokers, sales agents, manufacturers, reps, bars and resellers. However, the use of spreadsheets and emails with partners can create huge communication and collaboration chasms resulting in lost sales and a very poor customer experience. 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 and use of technology so that we can stay competitive no matter what. Leading manufacturers have discovered that this transformation should revolve around the implementation of and adoption of a cloud based CRM platform that is purpose built for manufacturers and suppliers and their unique needs and requirements. Enter LeadSmart Channel Cloud for Manufacturers Lead Smart Channel Cloud for Manufacturers is purpose built for the manufacturing industry, incorporating feedback and input from top industry experts in manufacturing, product development, 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. Lesmart 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 a crawl walk run approach in 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 manufacturers features 7 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. The Partner center works in conjunction with the LeadSmart Partner Portal and provides key insights, accountability and visibility into third party Channel Partner Activity and their results. Let's take a deeper look at the LeadSmart Collaboration Portal and how it integrates with the Partner Center. The Lead Smart Collaboration Portal can be set up in minutes and provides a central hub for all partner communications and collaboration. Each of your partners receive a fully configured version of the portal that includes only the data and information that is associated with and relevant to that specific partner. Each partner simply logs into the portal and views their specific data and information and the portal can be used to support all of your sales agents, distributors, dealers and other partners. In this demo we will view the Portal as a member of Pro Sales Agents, Inc. Who acts as a manufacturer's rep for industrial equipment manufacturers. The portal homepage displays real time dashboards and analytics related to the Partner's activity and performance. No more waiting for end of month reporting or sharing of sales results. The Account page shows all accounts and leads that have been assigned to that partner and their status. The Partner can easily drill into each account for more information, access related contacts and deal information, and make activity updates that are immediately visible to all parties. The Deal page lists all deals and opportunities associated with the partner and enables the partner to quickly add a new dealer opportunity that is also immediately visible to all parties. The Resource center provides a central, up to date location to access all relevant information that needs to be shared with your partners, POs and Commission Reports, pricing information, marketing materials and partner training. The Reports page allows you to provide custom reports for your partners, eliminating the need for back and forth emails or phone calls to get up to date data and information. The News Feed enables you to share and spotlight product announcements, show information or any other relevant news that you want to be sharing with your partners as well as provide streams of your social media feeds. You can even add the ability for your partners to request samples or literature right from the portal and everything that takes place in the portal with all your partners is recorded in LeadSmart in real time and can be accessed and visualized in your LeadSmart Partner center so as you can see, the LeadSmart Collaboration Portal and Partner center is the perfect online hub for providing visibility and accountability with all your partners, ensuring that no leads or accounts are lost or overlooked, ensuring your partners have the latest up to date news and resources and maximizing sales results and productivity across all of your channel partners. Now let's take a look at the other purpose built features created specifically for manufacturers that are included in Lead Smart. Channel Cloud 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 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 inaccurate. Lead Smart 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. So hopefully you can now see how LeadSmart Channel Cloud reimagines CRM for manufacturers. Say goodbye to tracking leads and opportunities with spreadsheets and email. Say goodbye to lost or missing leads and the best news is that Lead Smart can be set up and implemented quickly you usually in 45 days or less. Thank you for listening and we look forward to working with you.
