SalesWise helped us to identify roughly $1 million or so in total pipeline opportunity that hadn’t adequately been captured.
What are the benefits SalesWise has been able to deliver for you? Your team?
The most significant benefit was the impact SalesWise had on our operations and finance departments. SalesWise allows us to have all of the communication data in one central location, with minimal effort. So when we have a prospect become a client and hand them off to the operations team, account managers, and finance team, those teams are able to review the account and all of the communications. This ensures that they have a much better understanding of the client’s expectations and what the status is of that new account. It has helped to streamline billing, improved the onboarding process, and overall just creates a much better customer experience.
Why would you recommend SalesWise?
I recommend SalesWise to any other business owner or manager who has a growing sales team, where there’s a concern about whether the team is fully adopting Salesforce and fully capturing all of the communications like they’re supposed to be. It’s a very challenging thing to do, to ensure that all of the data is being captured. SalesWise streamlines that whole process and makes sure all of that data is there, and then provides reporting to make it so that as a manager, you have a full 360 degree status of your accounts and prospects.
More about Brian:
Brian is the CEO and Founder of SocialToaster and is a seasoned entrepreneur that has been the mastermind behind two successful ventures. At SocialToaster, he comes up with the vision, builds relationships and “keeps the ship going.” He developed SocialToaster as a user-friendly, cost-effective solution to help companies market themselves through social media. Brian is dedicated to helping businesses and organizations grow through the effective use of technology.