What is Leadbeam?
Leadbeam enhances field sales team efficiency by utilizing AI to automate the capture of every sales activity, enabling faster data entry into CRM systems with voice notes or images. By seamlessly integrating with tools like Salesforce and HubSpot, sales representatives can instantly update records while in the field, saving substantial time and ensuring that all crucial data points are recorded accurately and in real time.
With intelligent algorithms, Leadbeam powers smarter daily planning, context-aware follow-ups, and actionable insights that help sales leaders forecast with precision and improve close rates. High security standards, iOS and Android compatibility, and support for 36 languages make Leadbeam a versatile companion for diverse field sales operations seeking to maximize productivity and data quality.
Features
- AI Voice & Image Input: Instantly adds CRM data from voice notes or photos
- Custom CRM Integration: Configurable with leading CRM systems and custom fields
- Automated Data Entry: Updates sales records in seconds, eliminating manual data entry
- Intelligent Follow-Ups: Suggests context-aware tasks and next steps after meetings
- Daily Sales Planning: Generates optimized routes and prioritizes high-value prospects
- Location Intelligence: Maps field activities and enhances lead targeting
- Multi-Language Support: Handles 36+ languages and accents
- Quick Onboarding: Seamless setup, including custom workflows in a day
- Mobile Compatibility: Works on both iOS and Android devices
- Enterprise-Grade Security: SOC 2, ISO 27001 and GDPR-compliant
Use Cases
- Automated field sales data entry while on-site or traveling
- Capturing leads and updating CRM records with voice or images
- Generating optimized routes and daily plans for outside sales teams
- Auto-generating post-meeting follow-ups and action items
- Enabling sales managers to track rep activity and improve forecasting
- Improving CRM data quality and completeness for revenue teams
- Integrating with custom or popular CRM solutions for seamless workflow
- Providing revenue leaders with real-time actionable sales insights
FAQs
-
Do you integrate with CRMs other than Salesforce & HubSpot?
Yes, Leadbeam can build custom integrations for any CRM. The team can set this up within a week. -
Our CRM is customized. Can Leadbeam handle that?
Yes, Leadbeam can customize its app to fit specific workflows, accommodating various custom fields and objects. -
Are you a CRM replacement?
No, Leadbeam is a companion that integrates seamlessly into existing CRM systems rather than replacing them. -
How much time can I save with Leadbeam?
On average, outside sales reps using Leadbeam save 5 hours a week, which amounts to around 240 hours a year. -
How does Leadbeam help field sales reps plan their day?
Leadbeam maps daily leads, optimizes routes, and provides relevant customer insights, making daily planning faster and more efficient.
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