Inside Sales Rep

A Purpose-Built Solution for Inside Sales - Like A Hammer to a Carpenter


Inside Sales Reps are facing the following challenges: 

  • Balancing call prep time and getting all the calls made:
    • The set-up and research part of each call is increasing
    • Information sources seem to be expanding daily - Social networking, Hoovers, company news, press releases, etc.
  • Boiling down company messaging into winning statements that capture the prospect’s attention, stimulate their interest and incite action:
    • Knowing what information to deliver when you do get a prospect on the phone is challenging
    • Data from marketing, sales collateral, the company web site, campaigns, etc. doesn’t translate well to “razor-sharp” data delivery needed on phone calls and email follow up
  • Appreciation from outside sales and management about the difficulty of the lead qualification/telesales job:
    • Prospects are doing more of their own research on-line
    • Multiple decision makers and complex or unclear buyer decision processes make the job of penetrating an account and gaining traction complex and time-consuming
    • Time spent on the phone with prospects is decreasing
    • Lead volume from marketing will not increase significantly to support a dramatic increase in qualified leads or sales that you can deliver

How ShadeTree Incite2 Helps Inside Sales Account Reps:

Incite2 – Prepare Phase - Increases Productivity

  • Accelerates call preparation and research phase - review pertinent information, search for duplicates, in one place
  • Enhances quantity and quality of research - eliminate non-qualified leads quicker with insight from Timeline, Acct, Oppy and CoWorker info
  • Quickly prioritize the most productive leads to work / follow up

Incite2 - Engage Phase - Improves Lead Conversion Rates

  • Call prompts - Allow you to work with marketing and sales managers to hone messaging and fine tune delivery to increase your success in:
    • Getting Attention
    • Gaining Interest
    • Creating Desire, and
    • Inciting Action from the prospect
  • Customize Delivery By Role - customized call prompting by role, title, demographic, etc. allows you to further hone messaging to grab attention and interest

Incite2 - Record Phase - Increases Transparency and Accountability

  • New insights and visibility – are provided to assist lead qualification and telesales reps in managing and improving results
  • Accountability extends to outside reps - to work the leads delivered by inside sales… qualified leads can’t hide!
  • Improves lead acceptance - rich information passed from inside to outside rep increases lead acceptance vs. a random set of notes in Salesforce