Leadbeam

Introduction to Leadbeam

Leadbeam is a voice AI solution for mobile CRM management, tailored for field sales representatives and other mobile professionals. It replaces the tedious task of manual data entry with a system that converts voice notes and images into CRM updates in real time. By leveraging voice recognition and artificial intelligence, Leadbeam aims to improve data accuracy in the CRM, enhance sales processes, and help teams maintain organized records without the need for typing or manual entry.

Features of Leadbeam

• Voice-to-CRM integration: Allows sales reps to record voice notes that the system then translates into CRM entries.
• Image recognition: Takes pictures, such as business cards or LinkedIn screenshots, and updates CRM fields with the extracted information.
• Custom CRM integration: Capable of integrating with Salesforce, Hubspot, and custom CRM systems, adaptable to highly customized CRM setups.
• Personalized follow-ups: Streamlines task management by queuing up follow-ups based on CRM data updates.
• Time-saving: Designed to save sales representatives over 5 hours each week in administrative tasks.

Real-world Application and Adoption

"We’re happy, we’re really happy. You guys are super responsive, you build really fast, it’s quality. I have no desire to move on from this partnership in any way. So everybody in all levels from rep to Kate [Director of RevOps] and team to myself are all super excited." - David S., SVP Sales at SumUp

This testimonial exemplifies the positive reception of Leadbeam among its users. Field sales representatives are able to log more activities in their CRMs and benefit from the time saved through efficient data capture. Leadbeam has become a crucial tool for companies like SumUp, where its impact is quantifiable, tripling the activities logged in Salesforce by sales reps.

Compatibility and User Experience

Leadbeam offers a versatile platform that accepts data entry through diverse inputs, whether it's by voice, image, or text. Its intuitive design assures that there is minimal learning curve, allowing sales teams to adopt the technology quickly. The system works effectively with both Salesforce and Hubspot, and it can be customized to fit even the most tailored CRM configurations. Leadbeam's focus on user experience ensures that outside sales teams have a powerful tool to aid them without the need for lengthy training or technical expertise.