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Leadbeam
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Plan & capture every outside sales activity using AI, so sales leaders can make better decisions and boost close rates.
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Sales, Lead Generation
Productivity

What is Leadbeam?

Leadbeam is a software tool designed to enhance the productivity and efficiency of outside sales teams. It leverages AI to streamline various aspects of the sales process, from activity planning and data capture to follow-up and analysis.

By integrating with existing CRM systems, Leadbeam automates data entry, allowing sales reps to quickly and easily log customer interactions, such as meeting notes, voice recordings, and photos, directly into their CRM with just a few clicks or voice commands. This eliminates the time-consuming manual data entry process, freeing up valuable time for sales reps to focus on building relationships and closing deals.

Leadbeam also provides valuable insights and intelligence to both sales reps and managers. Reps can use the platform to plan their days effectively, identify high-value prospects, and prepare for meetings with relevant customer information. Managers, on the other hand, gain real-time visibility into rep activity, enabling them to track performance, forecast accurately, and make data-driven decisions to improve team performance and drive revenue growth.

Key benefits of using Leadbeam?

Increased Sales Productivity

  • Time Savings: Automates data entry, saving sales reps an average of 5+ hours per week, allowing them to focus on revenue-generating activities.   
  • Improved Efficiency: Streamlines workflows, enabling reps to plan their days more effectively, identify high-value prospects, and prepare for meetings efficiently.

Enhanced Data Quality & Accuracy

  • Real-time Data Capture: Captures customer interactions (notes, voice recordings, photos) in real-time, ensuring data accuracy and completeness.
  • Reduced Data Entry Errors: Minimizes human error associated with manual data entry, leading to more reliable insights and improved decision-making.

Improved Sales Visibility & Management

  • Real-time Insights: Provides sales managers with real-time visibility into rep activities, enabling better performance tracking and coaching.
  • Data-Driven Decisions: Allows sales leaders to make informed decisions based on accurate data, such as identifying top-performing reps, pinpointing areas for improvement, and forecasting more accurately.   

Improved Customer Relationships

  • Intelligent Follow-ups: Generates context-aware follow-ups, tasks, and next steps, ensuring no opportunities are missed and building stronger customer relationships.

Increased Revenue

  • Improved Data Quality: Leads to better decision-making, increased deal closure rates, and ultimately, higher revenue.   
  • Increased Efficiency: By freeing up sales reps' time and improving their productivity, Leadbeam can significantly contribute to revenue growth.

Leadbeam Features

These are the main features of Leadbeam:

AI-Powered Data Capture:

Automatically transcribes voice notes and extracts key information from images.   

Seamlessly integrates with popular CRMs (Salesforce, HubSpot) to instantly log data.   

Automated CRM Updates:

Eliminates manual data entry, saving sales reps significant time.   

Ensures data accuracy and completeness by capturing information in real-time.   

Intelligent Follow-up Suggestions:

Generates context-aware follow-up tasks, emails, and next steps based on captured interactions.

Helps sales reps stay organized and ensures no opportunities are missed.   

Sales Activity Planning & Optimization:

Enables sales reps to plan their days more effectively by identifying high-value prospects and optimizing their routes.   

Provides access to relevant customer information and case studies to prepare for meetings.   

Real-time Sales Visibility:

Provides sales managers with real-time insights into rep activities, enabling better performance tracking, coaching, and forecasting.   

Customizable Integrations:

Can be integrated with various CRMs and customized to fit specific workflows and requirements.   

Focus on Data Quality:

Emphasizes the importance of accurate data and helps sales teams avoid revenue loss due to poor data hygiene.

Improved Sales Productivity:

By automating tasks and streamlining workflows, Leadbeam helps sales teams become more efficient and productive.   

Leadbeam Pricing

Pricing starts from: $50/rep/month

Starter: $50/rep/month

  • Voice & Image AI -> CRM
  • Up to 5 Custom Fields
  • IOS & Android
  • Salesforce or HubSpot Integration

Pro: $70/rep/month

  • Unlimited Custom Fields
  • Location Intelligence
  • LeadMaps Beta Access

Enterprise: Custom pricing

  • Custom pricing for larger teams
  • Configurable with ANY CRM
  • Custom Fields, Objects and 
Integrations
  • White Labeled Solution

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