Sales Pulse | Lead Management

Flag leads before they fizzle

When managing customers at scale, it can be easy to overlook opportunities. Sales Pulse simplifies lead management with a triaged, prioritised lead action list, intelligently focused on when a customer is ready to order.

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The science behind right place, right time

MYOB is packed full of data about your customers. The best reps will use this to manage opportunities and find the best time to reach out. Sales Pulse simplifies this by looking at a customer's purchase behaviour history and, based on when they should have made their next move, categorizing a lead for you in an action list.

Meet the action list

The Sales Pulse action list is a lead management solution that triages and prioritises leads so your sales reps can reduce lost sales without the late-night admin and overly complex analysis.

Reminders

A reminder occurs when a customer's usual order time elapses. Maybe they forgot to order or are looking at competing suppliers. A missed order is an opportunity for a sales rep to engage and prevent lost business.

Win back

A customer is put on the win-back list when an order hasn't been placed for more than double their usual time frame. These are often the customers with the most value at stake.

Upsell

The upsell list includes customers approaching their reorder date. This view is where your reps can use the product recommendations feature and maximise their engagement.

CRM, without
too much of
the M.

The reason why CRM solutions fail is because reps don’t use them. Popular CRM providers are often loaded with functionality and complex views irrelevant to how reps work in wholesale distribution and supply chains.

Sales Pulse is CRM simplified for B2B sales. It enables reps to focus on the relationships that matter most to their sales quota and make quick notes on engagements that automatically sends an account to contacted.

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