Codie has multiple external decision-makers involved, but their current customer communication management platform requires each person to be contacted separately or together via email — there's no real-time group chat with external clients.
With x-bees, it's simple to add additional external people to the chat and generate calls from that so that everyone can provide input and stay informed. No need for long email chains to document each step! Even better, there’s meeting scheduling and calendar integration via Office 365 and Google Calendar.
Harriet wants to check leads generated by a marketing webinar. However, there's no record in the CRM because these leads weren't logged properly — her salespeople are focused on other more solid prospects and customers, and logging new prospects may not happen with her current customer communication management tool.
With x-bees, data and notes can quickly be added manually during a call.
Amir needs to train his team to focus on the best sales techniques for his business, but his current customer communication management system means he has to listen to each call manually. Consequently, he finds himself micromanaging each salesperson to document points of improvement.
x-bees makes it easy to check the status of each lead, when dates or plans were discussed and objections raised through the power of its BI integration, powered by Gong. Now he just has to quickly review notes, not 30-minute calls, to help improve customer engagement.