Effective multi-channel prospect interaction
An optimal lead lifecycle with higher
conversion rates and happy, true customers.
Effective multi-channel prospect interaction
An integrated view on all prospect interactions
Mass market f2f
- Closing
- Lead generation
- Lead publishing
Field advisors
- Advise / follow-up
- Closing
- Lead pushing
- Up- and cross sell
Call/support center
- Lead pushing
- Closing
- Up- and cross sell
Video calls
- Lead pushing
- Closing
Online
- Lead generation
- Lead pushing
- Closing
- Up- and cross sell
Mass market f2f
- Closing
- Lead generation
- Lead publishing
Field advisors
- Advise / follow-up
- Closing
- Lead pushing
- Up- and cross sell
Call/support center
- Lead pushing
- Closing
- Up- and cross sell
Video calls
- Lead pushing
- Closing
Online
- Lead generation
- Lead pushing
- Closing
- Up- and cross sell
Push the lead to the channel that is most likely to convert this lead. Generate warm leads from every interaction.
Push the lead to the channel that is most likely to convert this lead. Generate warm leads from every interaction.
Effective multi-channel prospect interaction
The benefits
Generate warm leads from every interaction
All channels generate leads for other channels — less dependent on external data
A consistent story told across all channels
Use the best channel for the best topic and create a storyline across all channels
Happy, informed, true and recurring customers
Every closing is a logical result of previous interactions — every customer is a new warm lead
Effective multi-channel prospect interaction
What is needed
Generating leads
All channels can close and generate leads
Generated leads can be followed up by any another channel, fast
Pushing leads
All teams are able to push to any other team
Pushing a lead is fully automated pushed to the right agent or team
Leads can push themselves hassle-free
Smart appointments assign to team automatically based on campaign settings
Interacting with leads
Brand owners in control of storybook
All teams have view on lead lifecycle
All teams have stories to close and generate new lead
Interaction data is processed in realtime
Location-based data activates the field teams
Processing data
Data is processed according to ISO 27001 & GDPR standards
Opt-ins can be processed from any channel, to any channel, to any campaign
Chinese walled, Google cloud SaaS infrastructure
Best-of-class encryption methodologies
Stable and well documented API’s
Effective multi-channel prospect interaction
Easy to navigate views your reps will love.
One dashboard across the team
Multi-channel dashboard that includes lead data and content for active campaigns. On any device, from any location.
Cross-channel push
Full storybook
Agent material for a perfect interaction: close a happy customer and create a new lead. HTML/JSS based with Addon SDK to include anything.
Field view and smart geo features
Campaign management and insights
Insights in cross-channel performance of your teams, stories and strategy. Finetune campaigns in realtime. Hook up to our API’s and integrate.
The Salesboard team
We have transformed ourselves from app agency to Salesboard SaaS company in 2019.
We are 15 professionals from The Hague and have been involved in
many successful and business critical apps, including Booking.com,
Pathé, Buienradar, Greetz, Lotto and many others.
We are ISO 27001 certified by Lloyds.
Security and scalability top of mind
ISO 27001 certified
GDPR proof
Weather your team is 5 or 5,000 reps, you expect your sales dashboard to perform. Our cloud infrastructure is built on Google Cloud technology and will expand as you expand.
Data security is in our DNA. We are ISO 27001 certified, the international standard on information security. Our security system is independently monitored by Lloyds Register.