Description
LeadDesk B2B View is designed for specialist B2B sales teams and agents. It enables them to maximize their productivity by logically grouping contacts. It streamlines complex B2B sales funnels and integrates B2B sales-specific data management and reporting.
With the LeadDesk B2B View you can:
- Customize unique sales funnels for B2B campaigns
- Make it easy for your agents to follow complex B2B sales processes
- Quickly view your B2B campaign status, company-by-company
- Access B2B-specific reporting to add-value to your client relationships
LeadDesk B2B View offers
- advanced call management,
- advanced contact management,
- advanced objective setting
The ability to create customized sales tracks with advanced contact and call handling features, enables agents to increase call quality, cut down the time taken to close deals and maximize conversion rates.
Tutorial
On the admin’s interface, you get a “B2B tab” to configure the agent’s side B2B view. Campaign calling method -> b2b -> that is all the agents will see. You can create statuses for companies (those used in B2B view) under the tab “Company status”. B2B view lists all the companies, you can browse the companies and the history of all contacts from all campaigns within a company. You can add company comments. In the call dialogue’s new tab “company” you will find all the information about the company. When you import calling list you can select some information and use them as a string to attach contacts together.
