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ShadeTree Technology Sales Effectiveness Blog

Sep 29
2010

ShadeTree's Incite2 - Fall 2010 Release - Product Spotlight - Who To Call Dashboard

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In this series we detail the new capabilities in ShadeTree's Incite2 product Fall 2010 release. 

Incite2 helps salespeople make more calls and have better conversations - increasing sales results.


Feature Spotlight - Who to Call Dashboard

Incite2's new dashboard provides a huge productivity breakthrough for salesforce.com users that make phone calls to prospects.

New Features:

  • Simplified, single page world-view of the salesforce.com database for salespeople:
    • Includes events, activities, campaign leads
  • Personalized workspace for each rep to organize all calling activities:   
    • Quickly access the newest (unread) leads
    • Review leads from each campaign   
    • Drill down into current lead status - called, voicemails, conversations, skipped
    • Simple selection to build call queues
  • Lead pipeline detailing current lead status
  • Calling performance management -  displays calls against goal (today, yesterday, this week, last week)

These new capabilities enable sales reps to:
  • Visually interact with their entire lead pipeline - to better manage work efforts and results
  • Prioritize phone calls by most important - removing confusion about who to call
  • Reduce time creating and managing lists
  • Simplify the entire calling process
    • Choose the entry point - activity, events, new leads, campaigns or pipeline stage - and begin calling
    • Get easier access to campaign leads and status - enabling more thorough, timely processing of campaign leads
Watch the video:
http://www.shadetreetechnology.com/resources/who-to-call-dashboard-demonstration.html
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