January 7, 2022
LionDesk Review: Is It Right for Your Business?
LionDesk is customer relationship management (CRM) software designed for real estate agents, mortgage brokers, insurance agents, and property management services. LionDesk pricing starts as low as $21 per user, per month and includes features like built-in communication channels, lead generation, marketing automation, and transaction management tools. Reviews show it’s easy to use and users love the built-in text and email drip marketing tools. It is best for real estate businesses and pros who want a single platform for sales prospecting, lead management and nurturing, and client communication. Who LionDesk Is Best For Real estate professionals who need a high-performing, in-app phone system: LionDesk’s power dialer packs a punch with helpful features such as unlimited calls, click-to-call, call recording, and voicemail. Find out more about why LionDesk made our list of the eight best real estate CRM software platforms. Sales teams using Facebook Ads and third-party sites to generate leads: LionDesk’s lead generation tools are mainly connected to Facebook. Users can run Facebook ads and extract leads based on identified target audiences and users who click on the ad. It also allows users to import lead information from real estate platforms like Zillow, Trulia, and Realtor.com. Check out our article on the best lead generation companies for other platforms where you can source leads. Sales teams looking for artificial intelligence (AI) automation features for sales prospecting: LionDesk’s intelligent lead follow-up feature enables agents to gain information on a prospect’s real estate needs through an automatically generated AI-powered chat feature. An agent can acquire valuable information before directly engaging with an interested client. Who LionDesk Is Not a Good Fit For Startup companies on a tight budget that prefer a free plan: LionDesk offers many great features and integrations, but there is no free option available. If you are looking for a free CRM, check out , which tops our list of both the best CRMs for small businesses as well as the best free CRMs for small businesses. Organizations providing products or services not within the real estate industry: LionDesk’s features and integrations are tailored for the real estate industry. If you aren’t a real estate pro but want a CRM tailored for your industry, check out our article on the benefits of using an industry-specific CRM. Alternatively, check out the best CRMs for small businesses for general-purpose CRMs not specific to the real estate industry, like or . Real estate brokerages looking for project management functionality: Real estate brokerages that want to manage projects across departments on their CRM system should consider other options. includes Kanban and Gantt chart layouts, custom task lists, supervising tools, and more under their free plan. That’s why it is a top choice for free real estate CRMs. LionDesk Overview LionDesk Pricing LionDesk pricing includes three plans ranging from $21 to $83 per user, per month for the most feature-rich plan when billed annually. All plans include essential features like video emails, bulk texting and emailing, transaction management, and Facebook lead generation. While there’s no free plan, offers a 30-day free trial that includes 15 texts, five video texts, and 150 emails. This gives you a risk-free opportunity to determine if it’s the right fit for your business before subscribing to a paid plan. For more information on each of LionDesk’s subscription options, select a plan from the drop-down menu below: Select to learn more Starter Pro Elite Starter The Starter Plan offers fundamental outbound sales features including 2,000 emails (including video emails), 500 short message service (SMS) text messages, and 100 video texts per month. It also includes other features such as bulk emailing and texting, transaction management that monitors all ongoing client negotiations, prebuilt drip campaigns, and Facebook lead generation―a key LionDesk feature that captures leads who click on Facebook ads. Pro Includes everything in the Starter plan plus custom caller ID (identification), email white-labeling capabilities, transaction management for multiple workflows, and administrative features for creating advanced sales reports. It provides an allocation of 7,500 emails (including video emails), 2,000 SMS text messages, and 500 video text messages per month. Elite Includes everything in the Pro+ plan plus individualized training, third-party integration setup options, priority customer support, and unlimited contact tagging. It provides an allocation of 15,000 emails (including video emails), 4,000 SMS text messages, and 1,500 video text messages per month. LionDesk Features features allow real estate agents and brokerages to organize contact information through data importing and storage. It enables communication with leads and clients through multiple communication channels, including phone, email, and text messaging. In addition, it offers the ability for agents to manage workflows for transactions. General Features Contact management Transaction management Lead distribution Drip campaigns Artificial intelligence (AI) lead follow-up Task management Expand the tabs below to see a breakdown of some of the key CRM software features LionDesk offers: Ease of Use Setting up and operating is simple. Much of this is because it offers many prebuilt templates within the CRM for email and text communication. Because it integrates with most real estate tools, LionDesk also makes it easy to import and manage contacts. LionDesk Alternatives The LionDesk CRM is designed for a range of real estate professionals, but that doesn’t necessarily mean it's the best CRM for your business. If you are looking for the best LionDesk alternatives, start with the providers below: Sometimes seeing how various providers' pricing, features, and tools rank side by side is helpful. See how Top Producer vs LionDesk stacks up in our head-to-head comparison to decide which is better for your business. What Users Think Most LionDesk reviews show users are satisfied with what the platform offers. The ease of use, texting capabilities, and drip email marketing campaigns are the standout features customers like most. Negative LionDesk reviews referring to lackluster customer service and occasional website glitches are generally those that comprise less-satisfied reviews. At the time of this publication, LionDesk had the following average review scores from popular user review sites: G2: 3.7 out of 5 based on 30 reviews Capterra: 4.1 out of 5 based on 90 reviews GetApp: 4.2 out of 5 based on 90 reviews Bottom Line is an excellent CRM option for a variety of real estate industry professionals. The built-in communication and marketing tools and third-party integrations allow agents to accomplish a wide range of tasks from initial lead generation to closing transactions. LionDesk reviews speak to its ease of setup and overall value as an all-in-one solution for real estate operations. They do not offer a free plan, but you can try it without risk with a 30-day free trial.
December 30, 2021
8 Best CRM & Customer Service Software Integrations
Integrating customer relationship management (CRM) with customer service (CS) software lets users sync information between the two tools and communicate with leads and customers from a centralized platform. The best integrations allow users to reach customers via live chat and chatbots, email, in-app phone, and social media. Find out which CRM and CS integrations would work best for your specific business needs. : Best choice for users who need to integrate an all-in-one customer service management solution, including a help desk, live chat, email, and ticketing : Excellent option for users who want tools to enrich their customer profiles to deliver highly personalized support to their customers : Great choice for users who frequently use live chat tools to communicate with their customers, leads, and contacts : Best choice for users who frequently use voice-over-internet-protocol (VoIP) calls to reach out to leads, consumers, and contacts : Best choice for teams that need robust automation tools for streamlining customer service needs : Solid, all-around CRM-integratable customer service software for startups and nonprofit organizations due to its special pricing plans : Great for those who need customer service software natively integrated with their customer relationship management (CRM) system : Best choice for Salesforce users who utilize social media as their key customer service platform Best CRM-integratable Customer Service Software Compared See fullscreen table × Need more help in choosing which customer service software to integrate with your CRM? Read our guide on how to choose customer service software. Freshdesk: Best CRM-integratable Customer Service Software With 360-Degree Customer Views *Based on annual billing. Monthly subscriptions are also available at slightly higher rates. can be natively integrated with various popular CRMs, including Freshsales, HubSpot CRM, and Salesforce. Once connected, it enables users to communicate using multiple communication channels with the customer and leads saved in their CRM account. The channels include a help desk, live chat, email, and ticketing. It also provides agents with 360-degree customer views and guided resolutions to improve CS agents’ productivity. However, Freshdesk’s Omnichannel support option doesn’t have a free plan. It also doesn’t provide around-the-clock customer support. Users who want a free plan that covers multiple communication channels can consider , while those who want access to 24/7 customer support can consider . Freshdesk Features Freshdesk offers workflow automation and 360-degree customer views for more efficient and personalized customer support. Below are features we find most beneficial for users: Extensive integrations: Dozens of integrations with popular CRM software and other apps, such as email marketing and social media management Email ticketing: Allows users to automatically convert customer emails into help desk tickets to track, prioritize, and resolve support requests in one place Chat and messaging: Lets users engage with customers through live chat and various messaging platforms, including popular messaging apps like , Facebook, and Social media integration: Lets users communicate with their customers on social channels like Facebook and Twitter, and receive notifications about important tweets from its artificial intelligence (AI)-powered social signals monitor Zendesk: Best CRM-integratable Customer Service Software That Provides Unified Customer Profiles *Based on annual billing. Monthly subscriptions are also available at slightly higher rates. natively integrates with CRM systems like Zoho CRM, Capsule CRM, Nutshell, Salesforce, HubSpot CRM, and Pipedrive. Its CRM integration allows users to reach their customers straight from their Zendesk account through live chat, chatbots, social media, email, and voice calls. It offers robust customer profile enrichment tools that build a unified customer view where agents can access all information about a specific customer. However, Zendesk has no free plan nor phone support. Users who want access to a free plan can consider , while those who prefer phone support access can consider . Zendesk Features Zendesk provides users with essential customer service and customer profile enrichment tools. Below are features we find most beneficial for users: Single customer profile view: Gives customer service reps a single view of everything about a customer, including order history, loyalty status, and web activities Intelligent case routing: Offers built-in routing and intelligence features to collect critical customer details and reduce agents’ data entry; it also escalates and routes issues to the agent best suited to help Reporting and analytics: Lets users access real-time and historical data to analyze trends in their customer service activities Self-service content: Lets users create instructional materials that customers can refer to, saving agents’ time from taking actual calls LiveChat: Best CRM-integratable Customer Service Software With Extensive Live Chat Tools *Based on annual billing. Monthly subscriptions are also available at slightly higher rates. natively integrates with a handful of popular CRM systems, such as Salesforce, HubSpot CRM, Pipedrive, SugarCRM, and Microsoft Dynamics 365. Once integrated, it lets users communicate with customers via LiveChat using various functionalities like message sneak-peeks, canned responses, chat transfers, and chat ratings. However, LiveChat doesn’t offer a free plan and an in-app phone. Users who want access to free customer service tools can consider either or . Meanwhile, those who need an in-app phone can consider . LiveChat Features LiveChat provides users with a wide variety of live chat tools that easily integrate with their CRM. Below are features we find most beneficial for users: Message sneak-peek: Shows users the messages that their customers are typing before they hit send, letting them search for an answer faster and respond in seconds Canned responses: Lets users save responses to common questions and reuse them in other conversations Chat ratings: Allows users to gather feedback to learn if customers are happy with their live chat experience through star ratings and post-chat surveys Chat history: Provides customers with a chat transcript and history so they can backtrack messages and reduce the need for repetitive queries HubSpot Service Hub: Best CRM-integratable Customer Service Software With VoIP Technology *Based on annual billing. Monthly subscriptions are also available at slightly higher rates. is easily integratable with as well as other third-party CRM apps, such as Salesforce, Pipedrive, Zoho CRM, Copper, and Insightly. Apart from ticketing, live chat, and team inboxes, HubSpot Service Hub has VoIP functionality that provides excellent call quality, which customers can use directly from the app. It also offers tools for help desk automation, a knowledge base, and customer feedback surveys for seamless customer support. However, HubSpot Service Hub has steep pricing plans for its paid version and doesn’t offer 24/7 customer support. Users who want pocket-friendly pricing options can consider , while those who want 24/7 support can consider . HubSpot Service Hub Features HubSpot Service Hub provides users with omnichannel customer service tools and robust VoIP functionalities. Below are features we find most beneficial for users: Knowledge base: Converts frequently asked questions (FAQ) into a searchable library of help articles, videos, and documentation Live chat: Automatically routes customers to readily available customer service reps to get answers to their questions quickly Ticket routing: Allows users to route tickets to available customer service reps for faster issue resolutions Team inbox: Lets multiple customer service reps access a centralized inbox and take on pending cases to help expedite case resolutions HappyFox: Best CRM-integratable Customer Service Software With Robust Automation Tools *Based on annual billing. Monthly subscriptions are also available at slightly higher rates. integrates with 10 popular CRM software, such as Salesforce, Microsoft Dynamics 365, Insightly, SugarCRM, Pipedrive, Batchbook, and HubSpot CRM. Once integrated, it provides users with a centralized platform to handle all inbound customer queries. It also enables users to automate entire workflows to prevent tickets from being stuck in a stage. HappyFox also has an automation tool called Smart Rules that triggers actions if prescribed conditions are matched. However, HappyFox doesn’t have a free plan, and it only integrates with 10 CRM apps. It also doesn’t have an in-app caller and requires integration with . Users who want to try a customer service software for free can consider , while those who want extensive CRM integrations can consider . Meanwhile, those who need an in-app caller can consider . HappyFox Features HappyFox provides users with automation features, helping them keep track of their customer service tickets. Below are features we find most beneficial for users: Ticket categorization: Allows users to classify inbound tickets into predefined categories, such as products, sales, and support Ticket queues: Lets users create custom ticket queues by adding one or more rules to filter tickets based on priority and responsibility Agent collision monitoring: Enables users to avoid agent collision by showing who else in the team is viewing or acting on a ticket to avoid agent overlaps Ticket auto-assignments: Lets users assign tickets to currently active agents, and use load balancing algorithms to balance their team’s ticket assignments and workload Help Scout: Best CRM-integratable Customer Service Software for Startups & Nonprofits *Based on annual billing. Monthly subscriptions are also available at slightly higher rates. integrates with seven popular CRM apps, including Pipedrive, Capsule CRM, Salesforce, PipelineDeals, and HubSpot CRM. It offers users essential customer service tools like live chat, shared inboxes, and a knowledge base. Help Scout also generates analytics and reports, enabling users to view their overall customer service activities and performance. It has pricing plans built specifically for startup organizations and nonprofits. However, Help Scout doesn’t have an in-app caller or a free plan. It also has very limited CRM integrations. Users who want an in-app phone can consider , while those who want a free plan can choose instead. Users who want customer service software that integrates with many CRMs can consider . Help Scout Features Help Scout offers affordable customer service tools to startups and nonprofits. Below are features we find most beneficial for users: Shared inbox: Lets agents take on and answer any pending case or email with visibility to the email trail through shared mailboxes Knowledge base: Allows customers to do self-help support through available instructional articles and videos Live chat: Automatically routes customers to readily available reps to get answers to their questions in real time Reporting: Provides users with overall reports on all their ongoing and closed cases, including the number of active cases, amount of cases resolved in a particular period of time, and customer sentiment toward the quality of support provided Insightly Service: Best Customer Service Software Built Within a CRM System *Only annual billing available. Service is a service and support application that’s made specifically for Insightly users. It provides users with a robust view of their customers, including communication and activity history. It provides customizable dashboard reports to track agent performance against key performance indicators (KPIs). The system also scans keywords in tickets to get actionable insights on the nature of recurring customer issues. However, Insightly Service has no free plan. It also doesn’t offer a free trial or month-to-month billing plans. Users who need a free plan or free trial can consider , while those who want month-to-month plans can consider or . Insightly Service Features Insightly Service offers holistic customer views and a customizable dashboard to track agent performance. Below are features we find most beneficial for users: Customer satisfaction surveys: Lets users send surveys after resolving cases to get customer feedback Community forums: Allows businesses to create forum pages for their customers where they can post their questions and get insights from fellow users Knowledge base: Lets users publish instructional articles that cover general and specialized topics that their customers can refer to later Notifications and reminders: Sends users reminders for unresolved tickets, so no issue remains unresolved Salesforce Service Cloud: Best for Social Customer Service *Based on annual billing. **Essentials plan is the only plan that offers monthly billing plans. can only be integrated with Salesforce products. It is a feature-rich customer service platform that lets users manage and route cases and tickets, customize customer service processes, access customer activity history, and extract customer service reports. It has excellent social customer service features that let users monitor, listen, and respond to customer posts on social media channels like Twitter, Facebook, and Instagram. However, upgrading to a higher-priced plan in Salesforce Service Cloud requires a steep investment in pricing. Users are also tied to annual plans for its higher-priced plans. In addition, support must be purchased separately for 30% of a user’s total subscription cost. Small businesses that want more affordable plans and monthly billing options across all plans can consider , while those that want free access to customer support can consider . Salesforce Service Cloud Features Salesforce Service Cloud offers users essential customer service tools, including managing customer queries from social media accounts. Below are features we find most beneficial for users: Social customer service: Lets users route social media cases to the right agent by using keywords, classifiers, and language detection to ensure timely responses AI (artificial intelligence) chatbots: Saves agents’ time by allowing chatbots to take action on customer queries like checking claims status or modifying orders using natural language on real-time channels like chat and messaging Phone integration: Allows users to make calls directly from the app and save call logs for future reference Intelligent routing: Lets managers distribute work based on agent skill set, availability, and capacity to handle incoming work based on their case pipeline How We Evaluated the Best CRM-integratable Customer Service Software The best CRM and customer service software integrations allow users to scale the customer service capability of their CRM—giving them tools to communicate with customers using various channels. These include live chat, chatbots, email, and an in-app phone. While using their CS software, a customer or lead’s details from their CRM are easily displayed on their dashboard, letting them provide more personalized support. Pricing: Pricing is typically the most important factor for small business owners. We also considered the availability of a free version, range of pricing plans, and other relevant add-on fees. General feature: The purpose of any customer service software is to provide CRM users with easy solutions to deliver high-quality support to their customers. We looked at the options and evaluated which ones offer the essential features for users. Ease of use: User-friendliness and intuitiveness are two of our key considerations when choosing the best customer service software to be integrated with CRMs. We evaluated whether the software requires a high level of technical experience to get users up to speed with using the system. Help and support: Support is a critical part of any type of software, especially for teams with no in-house technical support. We analyzed the types of support offered by these providers through live chat, email, and phone, as well as determined the hours when support channels are available. Expert score: We looked through existing customer reviews on credible sites to measure the level of satisfaction current users have, as well as any problems that they typically encounter. We also added our thoughts and expert opinion on key features, value for money, and popularity.
December 14, 2021
The Ultimate Guide on How Artificial Intelligence Improves Customer Service
Artificial intelligence (AI) in customer service provides businesses with workflow automation and intelligent tools to streamline and expedite customer outreach. AI tools, such as chatbots, data enrichment, predictions, and intelligent routing, enable customer service teams to speed up case resolutions and personalize service supported by data insights. This article explains how AI can effectively improve your customer service operations, along with some examples of its usage. How AI in Customer Service Works AI in customer service works by integrating tools in customer service software that mimic human intelligence or behavior, reducing the need for actual human interaction. Ultimately, its goal is to automate customer service processes and produce instant results—versus waiting for longer turnaround times. AI in customer service also employs machine learning techniques, where AI tools interpret and analyze data to provide teams with actionable insights, accurate predictions, and data-driven recommendations. By combining these, customer service teams can give their customers highly personalized and tailored services and solutions. It also boosts overall agent productivity by accommodating more customers in a shorter time. Click through the tabs below to see various functions of AI in customer service and how they can help you improve the overall support you provide to your clients: Why AI in Customer Service Operations Is Essential Today’s customers demand fast and efficient customer support, with some expecting real-time responses or immediate resolutions to their queries. This situation creates an overwhelming demand for companies to have enough resources to accommodate all their customers’ concerns. However, there are instances when this is not possible—especially for small businesses with tight budgets and limited human resources. This is where AI in customer service comes into play. AI-powered tools provide swift, human-like assistance to customers—decreasing the time agents spend interacting with customers, especially for simple queries. It also helps businesses provide smarter, more personalized service to customers by analyzing relevant data in their profile, which agents can use when speaking to them and resolving their concerns. Below are some statistics on the use of AI in customer service: Benefits of AI in Customer Service Using AI in your customer service activities presents tangible benefits. While AI technically removes the human element in customer service, new technologies are constantly being developed to mimic human interactions accurately and offer a more personalized customer service approach. AI in customer service unloads many of your customer representatives' tasks, lessens the time needed to resolve cases, and operates around the clock. Below are some clear benefits businesses can experience when using AI in their customer service activities. Eliminates Human Interaction for Repetitive & Common Issues AI significantly decreases human interaction, especially for simple and frequently asked questions that bots can answer. This allows agents to focus on more important and complicated queries. For example, simple questions about business opening hours or basic product information can be provided by chatbots, while more complex concerns like requests for product returns or refunds can be handled by agents. Expedites Response Times & Case Resolutions AI tools, specifically chatbots, help hasten case resolutions. They dramatically reduce customers’ waiting time for simple and routine queries that can be answered without human assistance. Tools like response suggestions also provide agents with ready-made answers they can easily feed into chat boxes, eliminating the need for agents to find answers on their own. Operates 24/7 Apart from expediting responses, chatbots also work 24/7, so customers’ queries are always attended to. If they are unable to answer questions, chatbots have the capacity to request contact information, such as emails and mobile numbers, so agents can reach out to the customer during business hours. Who Can Benefit Best From Using AI in Customer Service The main purpose of AI in customer service is to prevent customer service agents from doing manual, repetitive, and routine tasks through automated tools and data analytics. Below are members of your team who can benefit the most from using AI in customer service. Bottom Line AI in customer service can help save on costs and alleviate the workload of customer service teams—whether that is reducing the need for them to entertain simple queries or pulling up rich customer profile data in real time. Regardless of whether you are a business owner with a limited workforce or an established business that handles large volumes of customer queries, using AI tools will help you provide more efficient and personalized service to your customers.
November 29, 2021
14 Best Sales Enablement Software Products
Sales enablement refers to providing tools, guidance, and resources to make your sales reps more proficient. The best sales enablement software helps your team move sales opportunities forward more efficiently using automation, communications, content creation, and information sharing. As a result, your sales team can generate more leads, nurture them effectively, and close more sales. After researching dozens of software options that improve sales team effectiveness and productivity, here are our top 14 recommendations for the best sales enablement software: *Pricing is based on annual billing Overall Best Sales Enablement CRMs The following CRM software products stand out for their ability to put sales teams in an excellent position to create, collaborate on, and close sales opportunities. Having sales enablement tools within your CRM allows your team to reap all of the benefits of sales enablement software from a centralized platform. 1.HubSpot One of the best ways to enable your sales team to close more deals is to give them lead nurturing tools that constantly gauge each lead’s interest in learning more about your product or service. This allows you to identify hot leads that are ready to convert and move leads through the sales funnel more efficiently. is a great option for this. It has built-in features for sending mass lead-nurturing emails on an automated basis and includes free sales email templates, email scheduling, and email tracking. HubSpot makes it easy for your business to finalize deals with electronic signature-gathering capabilities and to collect payments through integration with . The CRM also allows your team to manage and monitor sales quotas, and automate tasks like email nurturing and lead conversation routing to move leads into deal-closing stages more quickly. Key Features Automated mass emailing with free templates and email tracking tools Tools for closing deals including e-signature and integration with Stripe to collect payments. Task queue feature which creates automated tasks each week for sales activity that needs to be completed, such as sending a follow-up email to a lead or creating a proposal for a prospect 2. Pipedrive CRM empowers teams to streamline sales processes with customizable opportunity management features, file attachment capabilities, and meeting scheduling tools, including video calls. Pipedrive also helps businesses close sales deals with built-in digital signature tools that also track whether a lead opened a document you sent. Most of the sales enablement tools that use artificial intelligence or workflow automation to help push sales opportunities through the process are included in Pipedrive’s lower-tiered plans. AI and automation increase your team’s efficiency by putting certain tasks on autopilot and providing insights on where to focus their efforts. Key Features Smart docs feature allows users to send quotes, business proposals, and contracts through the CRM system Pipedrive’s AI Sales Assistant suggests how reps can improve and which deals to focus on next Smart contact data populates insights on your leads from data found online automatically 3. Bitrix24 provides your sales agents with tools for sending quotes and invoices and stores product catalogs within the CRM’s system. Bitrix24 users can also improve conversations with clients and colleagues through high-definition (HD) video conferencing for up to 48 attendees. Bitrix24 improves the efficiency of your sales operation with a built-in automatic dialer to place calls in the CRM, the ability to convert a lead into a deal easily, and automatic detection of duplicate data. It also has an “autofocus” mode that sorts tasks and notifies sales reps about the most urgent ones that need to be completed. Key Features Built-in invoicing, quote proposal storage, and email tools HD video conferencing capabilities allow users to schedule and host meetings within the CRM Autofocus mode allows users to prioritize their sales tasks and receive notifications on urgent requests Best Automation Sales Enablement Tools Increase your team’s efficiency with tools that automate tasks within your company’s sales process. Examples include creating a contact record automatically in a database after an action trigger, such as filling out a webform, and then sending a marketing email automatically to the new lead. Instead of spending time on routine, repetitive tasks, your reps can focus on building relationships with prospects, putting them in a better position to close deals. 4. Zapier software allows you to integrate a huge range of sales and marketing applications, such as CRMs, social media accounts, collaboration tools, and project management software. You create automated workflows between integrated platforms called “Zaps.” It’s easy to use and works with thousands of popular software applications used by small businesses. When creating a Zap, you design an automated workflow by establishing triggers and actions. For example, a Zap can be created that adds a new lead into your CRM automatically any time a form is submitted from a Facebook Ad. Then, through another integration with , that lead will receive a series of emails automatically over time as a nurturing method. All of this is done on autopilot, allowing your sales team to focus on building rapport with leads and closing deals. Key Features Preset Zap integrations can be configured based on popular workflows easily Integrations with nearly all types of popular small business software including , , Facebook, , , , and . No coding is required to create a Zap workflow 5. Calendly Finding the right time to connect with a prospect can be one of the biggest challenges of moving a prospect through the sales process or generating a new lead. It may take a lot of time and time-consuming back and forth emails to finally get an appointment set. automated scheduling tool eliminates this problem. With Calendly, sales reps configure rules regarding availability and connect the tool to their calendar. They then choose which channels of communication can be used, and how far apart each appointment should be. Next, they send prospects a link to their scheduling portal to select a meeting time. Once set, the new event syncs to both the agent’s and prospect’s calendar. Key Features Easy-to-use scheduling portal where users can select an open time and the preferred channel of communication Events scheduled on Calendly auto-sync with each recipients’ calendar applications Integrates with popular sales management tools like , , , , and . Ability to create a team calendar and use round-robin scheduling to distribute leads to different sales reps 6. Mailchimp is a robust email marketing platform. Its tools allow businesses to send mass emails, post social media content, or create ads on Google, Facebook, and Instagram automatically. These features continuously generate and then nurture leads throughout the sales cycle so reps can focus on engaging the opportunities that are most likely (or ready) to convert. Within the platform, users can create mass email campaigns and automate their deployment based on a customer’s behavior, such as if they sign up for company updates or have already purchased from your business. You can also manage social media ads to have them target and retarget customers automatically after they’ve left your site on Facebook or Instagram. Key Features Automated email deployment based on behavioral and interaction triggers Automatic tagging based on a lead’s behavior, interactions, and interests to organize leads, and deploy targeted campaigns using tags Built-in AI-powered Creative Assistant to help you design email campaigns Best Lead Generation Sales Enablement Tools One of the most invaluable sales enablement resources you can provide is to give your sales team high-quality leads to pursue. By using tools to generate leads, your sales reps can instead spend their time building lead-nurturing relationships, qualifying leads to identify top prospects, and closing these deals. 7. UpLead is a B2B data platform for purchasing the contact information of leads you want to target, including details like the lead’s name, company, title, phone number, and email address. In addition to filtering data and purchasing lists, leads can be generated through UpLead’s Chrome extension which pulls lead information by visiting their profile or from another supported website. Filtering data and generating a list of potential leads for your sales teams to pursue saves the time needed to research and enter lead information into your database. The lead data can be downloaded as a CSV file or imported into supported CRM systems, such as , , and , as well as email marketing platforms that allow the use of purchased lists. Key Features Mass data filtering based on a lead’s industry, geographic location, job title, and company size Technographic feature pulls data about current technology and software products a specific company is using Integrates with popular CRMs so users can import leads into their database 8. LinkedIn Sales Navigator is a tool LinkedIn users can use to generate and communicate with leads. As a sales enablement tool, it aids in the process of bypassing gatekeepers and reaching a decision-maker. Users can filter and search for LinkedIn profiles based on things like industry, company size, seniority level, and job title. Once leads are found, contact them directly using InMail messaging on LinkedIn, connect with their profile, or engage with their content by liking or commenting on a post. All of these features save valuable time making calls or sending emails trying to find the best person in an organization to speak to about your company’s products or services. Key Features Lead searching tools identify leads suitable for your business based on industry, job position, job titles, or company size Direct messaging with leads using InMail Unlimited lead searches and insights on people who have viewed your profile Best Content Creation Sales Enablement Tools During the sales process, content is often used to present information or educate a prospect on your business’ product or service offerings. The content creation sales enablement tools below make it easier to generate visuals your team can use throughout the selling process. 9. Canva is a graphic design tool with thousands of templates. Users can quickly create professional-looking content for social media posts, presentations, letters, direct mailers, brochures, and many other types of sales and marketing materials. Plus, multiple designs can be created easily with brand kits that apply your brand logo and color schemes. Using Canva enables your sales team to communicate with their leads more effectively through text and image-based content without spending too much time or needing to use a graphic designer to develop them. The premade designs and real-time collaboration capabilities help you get high-quality sales materials created quickly. Key Features Prebuilt templates for creating sales presentations, content posts, and marketing materials Thousands of free photos and graphics that can be incorporated into your designs Magic Resize feature allows you to custom fit a design into any size you need instantly 10. Slidebean is an excellent content creation tool for sales teams that want to make pitch decks or presentations. Users have access to media galleries and professional-looking templates for designing, collaborating on, and sharing presentations. Slidebean allows sales reps to be fully prepared for a formal sales pitch with easy-to-use design tools and a wide range of premade templates. When teams can focus more on the information they want to present and their salesmanship without stressing about a pitch deck’s design, they’re put in a position to close more deals. Key Features Predesigned templates within the platform Analytics tools to track presentation metrics, such as when audiences view the presentation and which slides were most viewed Collaboration capabilities for presentation sharing and multiple team members to work on presentation designs together. Best Sales Enablement Tools for Collaboration A critical part of sales enablement is providing guidance and resources when your sales team or individual agents need help. These sales enablement tools give reps access to education, advice, procedures, and other company information that can be used to increase sales performance and standardize sales practices. 11. Showpad is both a sales materials storage tool for collaboration and a mechanism for sales coaching and training. Its content library and coaching tools give reps valuable insights and access to your company’s sales practices. For example, sales managers assign courses and learning experiences to reps through a dashboard using Showpad. They can then use the dashboard to monitor the progress of training experiences and whether training was effective through quizzes, tests, and surveys. Showpad’s sales content library and coaching tools make it easy to ensure sales teams are properly onboarded. The platform allows managers to streamline their training process by using AI to assign and track courses and assignments that need to be completed by each rep based on data that creates suggested learning paths for each employee. Showpad’s Coach feature also helps sales teams with constantly improving their methods and understanding of sales without taking too much time away from their activity. Sales managers can launch quizzes, tests, or surveys with the touch of a button. This allows them to quickly test reps’ skills and gain insights on issues that need to be corrected before they become a problem. Key Features AI-driven dashboard gives sales reps assignments through courses and electives that fulfill learning paths Built-in sales gamification tools to create competitions on knowledge and competition of assignments while presenting leaderboards Integrates with file-sharing platforms like , , and as well as CRMs like Salesforce to share sales content with teams 12. Guru is a knowledge management platform. Businesses use it to create “Boards” or “Cards'' with topic-specific information and share them from the system’s activity dashboard, platforms like , and even in Google apps using a Chrome extension. Company procedures, job descriptions, product or service info, templates, organizational practices, sales guides, and more can all be accessed by your company’s internal users from one reliable location. By centralizing standard operating procedures (SOPs) and best practices for managing sales activities, sales reps are empowered to pursue sales activities like placing calls or sending emails more efficiently. The analytics features of Guru can also be used to see how much accurate information is available and whether there is duplicate information. Key Features Chrome extension allows users to access company information without leaving the webpage or window Integration with Slack allows company information to be communicated and accessed through the Slack messaging platform Analytics tools that show metrics about where employees are seeking help Best Sales Enablement Tool for Communication Communication software allows businesses to be more effective in closing sales deals by offering methods and channels to engage with leads. Sales enablement communication tools make it easy to personalize a customer’s experience at any point in the sales journey and quickly assist them as needed. 13. Zoom is a universally popular video conferencing software platform that makes it easy to create and host video meetings. Within these video calls, attendees can engage in screen sharing, private chats, group chats, and even social media live streaming. Depending on the plan you choose, Zoom allows you to host from 100 to 500 participants in video calls ranging from 40 minutes on the free plan to 30 hours beginning with the first paid plan. In this new age of virtual workplaces, many sales calls are being done over video conferencing as opposed to in-person. Video calls are also superior to telephone calls since they make it easier for participants to receive and analyze visual cues and nonverbal communication. Zoom enables sales reps to schedule meetings with prospects easily for a more personalized, face-to-face sales experience. Key Features Recording capabilities to record and download meeting videos after calls are finished Social media live streaming features while in a video meeting Video screen sharing allows users to share their screens with other participants Best Contract Management Sales Enablement Tool Acquiring a signature on a contract or quote proposal is one of the last steps in closing a sales deal and can often be a long endeavor. Contract management and signature tools allow you to send contracts out to all parties involved easily and obtain legally binding digital signatures to finalize a sale. 14. HelloSign is an e-signature platform. Users can create and upload documents, such as PDFs, Google Documents, or Word Documents, with fields for required signatures. Once uploaded, users can send a link to anyone who needs to read or sign the document through email, direct message, or file-sharing tools. Digital document signing tools make it as easy as possible for sales reps to get that final signature from a prospect to close a deal and turn them into a new customer. HelloSign is easy-to-use and cost-effective for sales teams looking to streamline this step of the sales process. Key Features Document sharing through email with signature requests on customizable fields Ability to send reminders and notifications of outstanding contracts, proposals, or other documents that need to be signed Integrations for document management and signature deployment through popular tools like , , , and . How We Evaluated the Best Sales Enablement Software We considered a variety of factors that make sales enablement software useful for sales teams, including how the tool helps move the sales process forward or eliminates redundant steps. We also evaluated factors like pricing, ease of use, and whether integrations are available to streamline the sales process. A few key factors we considered included: Price and affordability Ease of use Integrations Customer support Overall features and functionality Bottom Line Without the best sales enablement software, your team may lack the information and sales materials needed to do their jobs most effectively and could be wasting time manually performing tasks that can be automated easily. Give your team access to tools that can help your business outpace the competition and grow by streamlining the sales process from lead generation to closing deals.
October 18, 2021
The 9 Best Sales Goal Trackers
Sales goal trackers improve your ability to manage and convert leads. The best do this by aggregating data into dashboards showing key performance indicators (KPIs), offering easy-to-manage task lists, and by making it easy to collaborate. To help you find the right tool for your business, we reviewed dozens of options with a range of features, unique strengths, and pricing to determine the nine best sales goal trackers for various use cases. *Above starting pricing is based on annual billing 1. Trello Best for: Sales activity tracking on a calendar view is a project management tool where teams collaborate and view tasks that need to be completed using a Kanban-style board. In addition, Trello can also be used to monitor sales activities by using a board as a sales pipeline and individual cards to represent leads or opportunities. Trello users can also view their board of sales activities by date using the calendar view option. This is especially useful for tracking opportunities with longer sales cycles. Sales teams can see where each lead is in the sales pipeline and when specific tasks to move the lead through the pipeline have been completed. These sales tracking capabilities can give way to allow users to use Trello as a customer relationship management (CRM) system. Key Features Drag-and-drop Kanban-style board interface Calendar view for viewing tasks via timelines Ability to add descriptions and attachments to cards Task assignment feature Options for setting task reminders and due dates Task and subtask tracking Looking for high-level tools to manage your sales operation through strategy development and team motivation? Read our buyer’s guide for the best sales management software to navigate options for overseeing your team’s sales activities. 2. Microsoft To Do Best for: Creating and tracking individual sales tasks is a simple-yet-intelligent task management app for tracking and sharing tasks that need to be completed. Task management is made easy for users with smart reminders and suggestions. There is also a default tab in the system labeled “My Day” that shows a list of all tasks created by you or assigned to you by someone else. Users can go through each task to mark it as important or completed. Key Features Individual task list customization File attachment capabilities Seamless, cross-device functionality as web application syncs with both mobile iOS and Android systems Integration with Microsoft Outlook My Day page congregates all tasks into one to-do list based on due dates for that day Task assignment and sharing options 3. Google Tasks Best for: Integration with Google Workspace applications for task management is unique in that it can be accessed through the Google Tasks app or on a sidebar in Gmail, Google Calendar, or Google Docs. This makes it especially useful for businesses looking to monitor sales activities within applications, such as those who want the ability to create tasks directly from within Gmail or sync tasks to a Google calendar. Key Features Task creation from Gmail, Calendar, and Google Docs, including directly from a Gmail message Drag-and-drop task prioritization Due dates can be assigned and synced to your calendar Mobile capabilities for iOS and Android 4. Smartsheet Best for: Offering multiple views for sales activity tracking is a robust project management tool that allows businesses to input task information for projects or sales activities in a spreadsheet. Users can then quickly alternate how they track progress between Kanban board, Gantt chart, grid style, and calendar views. Smartsheet also has features for displaying custom KPIs on the sales dashboard. Key Features Multi-view capabilities for project and task management Built-in content management system KPI reporting on the system dashboard, including custom KPIs Document management capabilities, including eSignature and project file attachments Form builder for collecting data 5. KanbanFlow Best for: Reporting activity and sharing information about tasks among team members is a collaboration tool. One of its unique features is the ability to view task information using swimlanes within a Kanban board to organize tasks or leads. Swimlanes are horizontal lines used to split the board into more sections. In essence, they add rows to divide tasks further based on criteria such as office location, sales team, or department responsible for a task or stage. KanbanFlow can also report sales forecast estimates projecting when tasks will be completed. Forecasts are based on factors like how long it takes for tasks to be completed, current throughput (e.g., average number of tasks completed per week), and even burnout rates for how many tasks remain to be completed. Additionally, there is reporting functionality for determining bottlenecks and how consistently task due dates are met. Key Features Task forecasting tools for estimating when task activities will be completed Kanban board style with swimlanes for detailed task assignment and management Tools for managing recurring tasks Activity performance reporting tracks process bottlenecks and performance by due dates Time estimate reporting determines the estimated workload of each employee Calendar task view with filter options based on users, labels, or swimlanes 6. Monday.com Best for: Customizing a sales goal tracker system to your needs is a robust sales goal tracker that can be customized to meet your business’ unique sales goal tracking needs. It has easy-to-use tables for entering data, creating columns, and choosing color schemes. All of the tables can be viewed on various boards, including Kanban, calendar, and card view. Because of the customization options, you can effectively use Monday.com as a customer relationship management (CRM) tool that tracks the pipeline stage of a lead, or as a sales management tool. Key Features Kanban-style view with drag-and-drop functionality Table customization for data fields, data types, and column titles Calendar view option for task tracking Card assignment options for assigning tasks or leads to certain reps Task or lead description options with the ability to attach files 7. Pipedrive Best for: Tracking sales performance with sales goals is a popular CRM that prioritizes sales activity tracking and collaboration. You can use this sales-centric platform to set individual or team sales performance goals in terms of deals, the total value of deals closed, or the number of potential deals added. Plus, managers can track progress by generating performance reports based on the team member, pipeline stage, or time range. Key Features Sales pipeline management features viewable on Kanban-style board Lead and contact management functionality Goal setting and tracking tools Sales activity and task monitoring Sales forecasting tools Mobile applications for both iOS and Android Interested in learning more about what Pipedrive can offer? Be sure to check out our expert Pipedrive review for information on features, pricing, product usability, and use cases to see if it's right for your business. 8. HubSpot Best for: Simple sales dashboard reporting features s CRM software allows teams to view sales activities and performance from a dashboard. Individual users can customize dashboards to show specific information like calls dialed or appointments made. Teams and individuals can also set sales goals and track progress by creating performance reports and adding goal data to the charts for comparison. Key Features Customizable performance reports and analytics Built-in sales forecasting tools Custom system dashboard with activity and performance metrics Deal pipeline management on Kanban-style board Sales goal setting and tracking tools HubSpot makes it easy to generate reports, deploy email marketing campaigns, and manage leads. Other details on this product’s features can be found in our HubSpot review to give you insight on subscription plan comparisons, case-specific product use scenarios, and information on the usability of operating the product. 9. Hurrah! Leaderboards by CRMgamified Best for: Creating sales goal leaderboards from a CRM system is a tool for tracking sales goals offered by CRMgamified. It takes information from your CRM or other data sources about sales goals and performance, and then uses this data to create leaderboards to gamify your sales operation. Leaderboards can be displayed on an office TV or video screen, and are automatically updated in real time as new information is processed in the system. Displaying the results of a sales leaderboard is a great way to motivate teams to hit high performance levels as it promotes friendly competition. This can also be coupled with rewards, badges, and management recognition to motivate sales reps even more. Key Features CRM integrations with Salesforce and Microsoft Dynamics CRM Database integration with Excel, Tableau, and Microsoft SQL KPI monitoring and display Live countdown and progress performance trackers Customizable announcements for sales achievements How We Evaluated the Best Sales Goal Trackers We evaluated the best sales trackers based on product features critical for a sales tracking tool, such as sales goal monitoring, activity reporting, and task management. We also looked at the effectiveness of these features in terms of their ability to track sales goals and tasks. Additionally, other product attributes businesses generally look for, like price, ease of use and availability of customer support, were used in our evaluation. Bottom Line There are various types of tools for goal and task tracking, including project management tools, task tracking applications, sales dashboards, spreadsheets, and CRM software. Choosing the best sales goal tracker for your business depends on your priorities, such as whether you need to monitor sales performance, set sales goals, track tasks and pipeline activities, or all of the above. Additionally, the way you prefer to view performance and tasks will impact which sales goal tracker to choose. Common examples of ways to view sales activities and results include to-do lists, Kanban boards, Gantt charts, and sales dashboards. The best sales goal trackers monitor key sales performance metrics like deals closed and revenue opportunities, and organize the tasks and activities that need to be managed to hit those metrics. This helps your business manage leads more efficiently and effectively to move prospects through the sales pipeline faster and, ultimately, close more deals.
October 5, 2021
Keap Review: Is It Right for Your Business?
Keap is a cloud-based business growth platform that offers customer relationship management (CRM), marketing automation, and ecommerce functionalities in one suite. It also allows you to segment contacts, send email campaigns, and manage invoices and payments. This platform is best for small businesses that rely on email marketing and value advanced automation tools—provided that they have ample budget for a robust CRM solution. Who Keap Is Good For Businesses looking for a CRM with advanced automation tools: Keap offers a robust set of sales and marketing automation tools. You can also use it to automate text messaging, tasks, workflows, invoicing, and payments. For these reasons, it has made it to our list of the best sales automation software. Companies relying on email marketing campaigns: Keap allows you to send an unlimited number of emails and to use its library of modern templates for your newsletters and broadcasts. It also gives you intelligent tips on how to increase your delivery and open email rates. It is one of our recommended CRMs for email marketing. Businesses needing a CRM with ecommerce tools: Keap is equipped with tools for invoicing, order checkout, and payments. You can easily send invoices via email and track customers who send payments. However, if you are looking for other solutions with shop-to-ship and inventory tools, check out our guide to the best CRMs for ecommerce. Who Keap Is Not a Good Fit For Startups and small businesses with a limited CRM budget: While it has the invoicing tools and email integrations needed by startups, Keap does not offer a free plan. Moreover, its packages can get expensive for cash-strapped businesses. We recommend looking at our list of the best CRMs for startups and the top free CRMs for small businesses. Companies that rely heavily on telephony: Businesses like call centers put emphasis on lead management and telephonic features. Keap offers you a business line, but it does not have call tracking, transfer, routing, and service desk capabilities call centers need. If you are looking for these features, check out our guide to the best CRMs for call centers. Businesses that handle multiple accounts and sales territories: Companies that operate using complex sales processes need a CRM that can manage multiple contact relationships segmented by account or territory. However, Keap does not have this capability. If this is what you are looking for in a CRM solution, we have lists of the top account management software and territory management solutions you can choose from. Keap Overview Keap Pricing Keap offers four paid plans, starting at $79 per user, per month, billed monthly. All subscribers are given a 500-contact monthly limit and are required to pay a one-time fee of $499 for its coaching package. Each tier includes essential CRM functionalities, such as contact and lead management, sales and marketing automation, appointment setting, and a mobile app. Other features include quotes, invoicing, and payment management. *Based on monthly billing. Additional Fees: Expert Coaching (required): $499 one-time fee (includes one-on-one coaching, daily training webinars, personalized support, and a free Sales & Marketing Playbook worth $1,200) Additional user: $30 per user, per month (for Pro, Max, and Max Classic only) Additional contacts: *Based on monthly billing. For more details on Keap’s subscription options, select a plan from the drop-down menu below: Select to learn more Lite Pro Max Max Classic Lite basic plan comes with contact management, segmentation, and list customization properties. It also allows you to build five types of “Easy Automations,” which use prebuilt templates that can be turned on and off with just a click. You can automate repetitive tasks, such as follow-ups, appointments, client feedback requests, and tasks within your sales and marketing processes. You can also do these from the mobile app. The Lite plan helps you convert more leads using email templates and newsletters. It allows you to send invoices and receive both one-time and recurring payments. Lastly, it offers limited application programming interface (API) integration to sync your tools with your CRM and automations. Pro The Pro plan gives you access to additional features like landing pages, sales pipeline management, A/B email testing, a customizable dashboard, and an unlimited number of “Easy Automations.” It also gives you access to an Advanced Automation builder, which is a visual drag-and-drop interface you can use to build customized sales and marketing processes from start to finish. Some of the things you can automate include emails, landing pages, web forms, quotes, and opportunity stages. Under the Pro plan, you now have access to reports on your return on investment (ROI) and areas for improvement. It also adds subscription management and customizable checkout forms to the ecommerce features available in Lite. Max The Max plan adds lead scoring to the list of essential CRM features offered by the first two tiers. It also helps you convert more leads by letting you send targeted marketing campaigns via text message broadcasts. Aside from that, its analytics capabilities allow you to maximize your campaigns and zero in on opportunities. When it comes to ecommerce, this tier offers more advantages because of its one-click upsell and cross-sell feature, custom promotion codes, and Shopify integration. It also lets you create multiple landing pages through your sales process. Max Classic highest tier helps you get more things done with its sales round-robin feature, which ensures all reps are continuously assigned a lead to work on. It also offers additional ecommerce features like a shopping cart and order forms. However, it does not have some of the lower tiers’ features, such as appointment scheduling, text messaging, calendar sync, checkout forms, and reminders. It also does not offer access to a mobile app. Keap Features Keap is equipped with easy-to-use tools for client and lead management, sales and marketing automation, email marketing, sales pipeline management, reporting, and analytics. It also offers ecommerce tools for quotes, invoicing, order processing, and payments. Take a closer look at Keap’s most essential features below: General Features general CRM features include automated lead capture, a centralized contact database, audience segmentation, data migration, and third-party integrations. It automatically collects and organizes leads and contacts using custom lead forms, landing pages, and social media. You can also automate actions based on customer actions. For example, you can set it to send a follow-up email if a contact accepts your invitation to a webinar, or it could send a discount code if the contact rejects the offer. Ease of Use Keap is best suited for intermediate-level users who are familiar with how CRM software works. Its clean layout and drag-and-drop interface makes it easy to use, even for those who do not have coding experience. It also provides an excellent onboarding and support package, which is useful for those who find its learning curve to be challenging. Users have access to free video tutorials, self-help resources, and community support. Note from the author: If you want to sign up for a free trial, expect to run into a hurdle with Keap. After several sign-up attempts, I repeatedly encountered a pop-up saying that the free trial was unavailable. The message also explained that this could happen either by accident or “in an effort to maximize email deliverability” for their customers. Keap Alternatives If is not a good fit for your business requirements, here are some alternative options for you: You can also check out our guide to the top six CRMs for small businesses. What Users Think of Keap Most users like ease of use, sales and marketing automation tools, campaign builder, and sales pipeline management features. They also appreciate how it incorporates ecommerce tools into the CRM platform. In addition, people love the software’s constant development and improvement. As of the date of this publication, it has earned the following scores from popular review sites: Capterra: 4.1 out of 5 stars from 1,097 reviews G2: 4.2 out of 5 stars from 1,237 reviews Gartner: 4.2 out of 5 stars from 118 reviews TrustRadius: 8.4 out of 10 stars from 165 reviews Keap’s biggest setback is its steep pricing, and many users find it too expensive for the set of features it offers. They explained how costs quickly add up for a growing business because of the user and contact limits. Some expressed difficulty in learning how to use the app on their own, while others brought up issues with the quality of customer support. However, the company notably takes customer feedback seriously and uses negative comments as a basis for improvement. Bottom Line is an all-in-one CRM solution that lets you manage leads and contacts, automate sales and marketing processes, and manage invoices and payments. It is best suited for small to mid-size businesses that need a CRM with a robust set of automation tools. If you find its pricing model limiting, consider looking at free CRM options. However, if you think it is the right fit for your business, sign up for a 14-day free trial to see Keap in action. You Might Also Like… Take a look at our ultimate CRM guide to deepen your understanding of how CRMs work and why it’s an essential tool to grow your business. Do you need a specialized CRM solution for your industry? Read our guide on how to find industry-specific CRMs. Are you ready to create your own CRM strategy? Check out our guide on how to formulate one and download our free CRM strategy worksheet.