CRM Plug-In for Salesforce.com Offers Detailed Prospect Information in One-Screen View
AUSTIN, Texas, May 11, 2011
AUSTIN, Texas , May 11, 2011 /PRNewswire/ — ShadeTree Technology today announced an enhanced release of Incite2, sales intelligence software that simplifies the use of CRM and helps salespeople perform better by making more calls, enabling relevant conversations, resulting in an increase in revenue. Incite2 is a plug-in for Salesforce that pulls together key elements from multiple screens in Salesforce and consolidates them into a single view. Using Web 2.0 technologies, Incite2 helps sales and marketing professionals use tools to sell more effectively and develop the actionable skill — the high-value sales conversation; enabling all sales professionals to perform like the top selling sales person.
Intuitively designed with the high-performing sales person in mind, Incite2 empowers users with one-click access to granular details on each prospect and lead. Profiling prospects by buying function, the system provides specific insight as to the particular needs of a buyer, their interests and pain points. Incite2 supplies information, not available in salesforce.com, about prospects based on “personas” and relevant conversation starters enabling deeper, more personal engagement with prospects. With its intuitive dashboard interface, Incite2 allows users to capture all correspondences that are unique to each buyer and prospect, either online or on the phone. Users can view all necessary information required to successfully score and qualify a lead, including needs analysis information specific to each lead and to each customer.
The new release of Incite2 offers new functionality for customers:
- Filterable Timeline – Quickly filter a long history of interactions down to just the key activities
- Account and Opportunity Notes – Document important information without leaving Incite2
- General Messages – Manage call prompts, emails and questions that apply to all decision makers
- Advanced Question Types – Enables improved and enhanced data collection (#,%,Matrix)
- Formulas – Allows for advanced calculation based on answers to other questions
The Incite2 solution provides for integrated lead generation, qualification and follow up activities; providing for detailed specific conversations with prospects resulting in pipeline improvement, increased revenues, better forecast accuracy, shorter average sales cycles and more effective on boarding of new hires.
“At Bulldog, we help our clients develop better insight into how their prospective customers behave so that they are better equipped to know how and when to engage them and successfully convert them into qualified leads,” said Rob Solomon , CEO and founder of Bulldog Solutions, Inc. “Incite2's persona-driven conversation starters lets my team engage in more customized first conversations that turn into larger opportunities. It has been a core component of our Lead Marketing Optimization solution since 2008; we are excited about the new features in the current release and are continuing to work with ShadeTree to improve our ability to better serve our clients.”
“High-performing sales professionals are good at their jobs because they know how to talk to people and just what to say. They stay current, know the needs of different types of buyers, and move them through the pipeline, until successfully closed,” said Jim Banks , founder and chief executive officer of ShadeTree Technology. “Incite2 brings that level of competency to the entire sales organization –automated, just a click away. Using Incite2, customers have been able to improve lead conversion ratios, exceed quotas and see an increase in revenues and profits for their clients. Sales Managers can easily analyze teams' results and know which reps are most productive, which hours of the day generate the best results, which campaigns are working, and which ones are not. We simplify the CRM process and bring valuable information to the hands of the entire sales team.”
About ShadeTree Technology, Inc.
ShadeTree Technology makes it possible for sales professionals to engage in more customized first conversations that turn prospects into larger opportunities, more accurately predicting and achieving forecasts. Its flagship product, Incite2 sales intelligence software, is a plug-in for salesforce.com that simplifies the use of CRM and helps salespeople perform better by making more calls, enabling relevant conversations, resulting in an increase in revenue. ShadeTree is an AppExchange partner with salesforce.com. ShadeTree is privately held based in Austin, Texas . For additional information, visit http://www.shadetreetechnology.com.
ShadeTree Technology and the ShadeTree logo are registered trademarks of ShadeTree Technology, Inc., and/or its affiliates in the United States and certain other countries. All other trademarks mentioned in this media release are the property of their respective owners.
SOURCE ShadeTree Technology, Inc.