Workflow

Consistent Sales Performance  

According to Harvard Business Review, when hiring sales reps, managers rate the ability to prioritize tasks logically as the #1 skill. 

KiteDesk software does this for you, automatically. 

Notifications Guide Activity

Increase your responsiveness, through KiteDesk’s Sales Engagement Platform, by detecting when someone has responded to you so you can get back to them immediately.

Use Time More Effectively

Activities in KiteDesk are broken into sections for more efficient time-blocking.

Call

Reps are able to execute calls one after the next. KiteDesk automatically loads calls to be made, one after the next. Each call pre-fills the phone number and prospect screen of the person they are calling with crucial details, including:

  • Activities – Scheduled and Completed
  • Company headcount, revenues, headlines, tech stack
  • Prospects at that company
  • Contact details, location, status, picture

Pre-loaded call scripts are included to help with talking points, overcoming objections or simply asking smart questions.

Call

Reps are able to execute calls one after the next. KiteDesk automatically loads calls to be made, one after the next. Each call pre-fills the phone number and prospect screen of the person they are calling with crucial details, including:

  • Activities – Scheduled and Completed
  • Company headcount, revenues, headlines, tech stack
  • Prospects at that company
  • Contact details, location, status, picture

Pre-loaded call scripts are included to help with talking points, overcoming objections or simply asking smart questions.

Email  

Emails are pre-loaded with the right email template for the specific step in the process. Reps have the ability to customize prior to sending. This is made easier as the email editor is placed inside the prospect screen, which includes:

  • Activities – Scheduled and Completed
  • Company headcount, revenues, headlines, tech stack
  • Prospects at that company
  • Contact details, location, status, picture 

It’s not hard to maximize time when everything Reps need is placed immediately in front of them. The result is the best of both worlds — Personalized communications at scale.

Email  

Emails are pre-loaded with the right email template for the specific step in the process. Reps have the ability to customize prior to sending. This is made easier as the email editor is placed inside the prospect screen, which includes:

  • Activities – Scheduled and Completed
  • Company headcount, revenues, headlines, tech stack
  • Prospects at that company
  • Contact details, location, status, picture 

It’s not hard to maximize time when everything Reps need is placed immediately in front of them. The result is the best of both worlds — Personalized communications at scale.

Social

Reaching prospects across multiple channels doesn’t have to involve opening multiple tabs and lead to Rep distraction.

Full social account information is fetched for easy profiling of the prospect.  Templated messages are presented directly onto the Prospect screen for Reps to execute.

It’s a far more strategic way to use the social graph and generate awareness among target prospects than trying to perform ad hoc social interactions.

Social

Reaching prospects across multiple channels doesn’t have to involve opening multiple tabs and lead to Rep distraction.

Full social account information is fetched for easy profiling of the prospect.  Templated messages are presented directly onto the Prospect screen for Reps to execute.

It’s a far more strategic way to use the social graph and generate awareness among target prospects than trying to perform ad hoc social interactions.

Custom

You can schedule the execution of custom steps right within KiteDesk, such as:

  • Sending a direct mail piece
  • A thoughtful gift
  • A handwritten note
  • Specific steps related directly to your business

Although KiteDesk software won’t buy and send gifts,  you’ll have the step in the sales process appropriately timed and executed by your Reps.

Custom steps can be a real point of differentiation and human connection. The value of getting personal in your outreach typically pays off in higher response rates and greater engagement as part of the overall flow.

Custom

You can schedule the execution of custom steps right within KiteDesk, such as:

  • Sending a direct mail piece
  • A thoughtful gift
  • A handwritten note
  • Specific steps related directly to your business

Although KiteDesk software won’t buy and send gifts,  you’ll have the step in the sales process appropriately timed and executed by your Reps.

Custom steps can be a real point of differentiation and human connection. The value of getting personal in your outreach typically pays off in higher response rates and greater engagement as part of the overall flow.

Shared Calendar

Meetings

The ability to book meetings directly onto colleague’s calendars is an essential timesaver. KiteDesk provides this directly within the application, minimizing the steps necessary to booking qualified meetings. The sales handoff between Reps and Account Executives is seamless.

Intelligent Routing

Route via Salesforce

Get the right Rep working leads as they come in or are assigned.

KiteDesk provides field mappings for both standard and custom objects. Sample objects include:

  • KiteDesk Prospect, Prospect Activity, Prospect Organization
  • Salesforce Account, Lead, Contact, Task

Once mapped, actions based on triggers produce powerful workflows. Sample triggers and actions include:

  • When a Prospect is created / updated
  • When an Organization is created / updated
  • When an Account, Lead, Contact is created / updated

Then… IF / ALWAYS

  • Create / Update
  • Update Synced Object
  • Set Flow
  • Remove Flow
  • Pause Flow
  • Convert Lead

There are powerful routing capabilities available when deploying KiteDesk inside your sales organization.

Your Playbook to Produce Qualified Meetings

KiteDesk helps sales engage with orchestrated emails, calls, social, and custom communications–to land more qualified meetings.

Improve Your Sales Workflow Today

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