Track, Measure, and Accelerate Revenue Team Performance!

Rapidly transform your multi-channel sales and marketing operations through our new, simple-to-use software platform and playbooks.

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Achieve predictable revenue in your business
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Drive accountability with internal teams and external partners
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Gain visual insights into key sales and marketing metrics
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Enable virtual and remote teams
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Improve sales efficiency
LeadSmart Technologies

When revenue leaders
have blind spots

Blind Spot
/’blīn(d)’,spät/

noun. An area where a person’s view is obstructed or not immediately visible.

Eliminate blind spots with LeadSmart Technologies
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They Can't Answer Key Business Questions

"What leads are turning into revenue?" or "What part of the pipeline is underperforming?" or "How are we tracking against our forecast?"

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They Can’t Make Good Decisions

If they don’t know what’s happening they can’t make informed or timely decisions which can spell disaster.

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They Can’t Manage and Hold Accountable

It’s practically impossible for managers keep their teams accountable to goals and activities if they don’t have confidence in the data.

"If you can't measure it, you can't improve it."
Peter Drucker

Don't Let Blind spots Ruin Your Results

This Is Leadsmart

The new and better way to track, manage, and accelerate revenue team performance.  Manage and scale multi-channel and distributed revenue teams through our new, simple-to-use software platform and playbooks.

Visual CRM

Visual CRM

Built on the Salesforce Lightning Platform and includes all essential CRM and Sales Force Automation features for Small-to-Medium Businesses.

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Enable partners to register leads which get automatically tracked and nurtured to ensure quick follow-up and increased close ratios.
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Track the entire sales process between internal sales teams and an unlimited number of 3rd party partners, from lead to close.
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Provide a portal where partners can access, track and manage assigned leads and collaborate in real-time with the internal sales teams using their desktop and mobile devices.
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Send pre-scheduled email summaries and lead notifications to channel partners based on their specific lead assignments so you can get detailed partner feedback on submitted leads to avoid manual, time-consuming, status updates.

Lead Development

Lead Development

A fully integrated marketing automation and lead development system designed to rapidly develop and nurture prospects into sales-ready leads.

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Use the library of proven marketing automation templates to generate and develop a constant stream of qualified leads.
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Automatically track which prospects are engaging with marketing and lead development campaigns and which promotions are working best.
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Use unlimited batch email, autoresponders, and automatic list clean-up to make email marketing productive and easy to manage.
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Leverage multi-channel messaging to nurture leads over SMS, Web Chat Bot, email, Facebook Messenger, What’s App, Slack, and Twilio.
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Nurture leads through workflows based on lead scores and content engagement, including partner lead assignments.

Partner Collaboration

Partner Collaboration

Manage your network of partners and customers in a single, integrated system.

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Enable partners to register leads which get automatically tracked and nurtured to ensure quick follow-up and increased close ratios.
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Track the entire sales process between internal sales teams and an unlimited number of 3rd party partners, from lead to close.
icon-checkmark
Provide a portal where partners can access, track and manage assigned leads and collaborate in real-time with the internal sales teams using their desktop and mobile devices.
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Send pre-scheduled email summaries and lead notifications to channel partners based on their specific lead assignments so you can get detailed partner feedback on submitted leads to avoid manual, time-consuming, status updates.

Revenue Optimization System™

Revenue Optimization System™

Mature your business development practice with our proven playbooks and
The LeadSmart Revenue Operating System.

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Targets and Goals

Revenue, New Customer, Customer LTV

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Process

Qualification, Lead Development, Lead 2 Revenue, Customer Expansion

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Visualization

Behavior and outcome-driven dashboards, Visual Alerts and Guidance

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Collaboration

Internal and external teams, Customers

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Enablement

Process, strategies, and best practices

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Optimization

Value, Volume, Velocity, Conversion

The Leadsmart Advantage

Use the LeadSmart Revenue Operating System™ to track, manage, and drive new levels of performance.

  • Instead of…

    Emailing spreadsheets to channel partners hoping leads get contacted …

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    Use LeadSmart to...

    Assign leads to the right channel partner and let the system keep them accountable via email and regular ongoing notifications.

  • Instead of…

    Using your CRM as a glorified address book…

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    Use LeadSmart to...

    Guide contacts through defined milestones using specialized “Centers” for Lead Development, Lead to Revenue, Customer Expansion and Partner Management.

  • Instead of…

    Relying on sales techniques that don’t work like they used to…

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    Use LeadSmart to...

    Follow our proven playbooks to develop or optimize your sales process.

Powered by the Salesforce
Lightning Platform

Unprecedented security, performance and reliability.

SalesForce Lighting Platform
Salesforce AppExchange Partner

Trusted by leading brands

Partners & Affiliations

“Every business wants new business but most of them have a hard time cultivating leads into revenue through their channel partners in a highly efficient manner. The LeadSmart team has a passion for turning leads into revenue through their game changing Partner Collaboration Portal while providing a world class CRM experience for all other aspects of your business.”

Mike I. - CEO

"For years I have hoped for a CRM that included simplified marketing automation tools yet that doesn't cost an arm and a leg and sacrifice CRM capabilities. Thanks LeadSmart, finally the right solution.”

Marc V.

“LeadSmart's CRM and Marketing Automation software suite has been a great solution for ePractice Manager. It was very easy to implement and our sales and marketing teams have found LeadSmart very easy to use. Plus, the LeadSmart team has been very supportive and great to work with."

Gillian H. - CMO

Next Steps

LeadSmart Next Steps
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See Demo →

We will meet, learn about your business and understand your needs and goals the show you a personalized demo of LeadSmart and answer all of your questions.

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Quick Start Program →

Our premium onboarding and integration program is designed to help you get maximum value from LeadSmart quickly. We work with you to get LeadSmart configured, data loaded, processes setup and your team trained and up and running fast.

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Ongoing Support →

You are never alone! At LeadSmart, your success is our success. We offer chat, email, and phone support to our clients helping you get increased value from LeadSmart over the course of our relationship.

You don’t have to fly blind as a revenue leader. With LeadSmart you can eliminate blind spots, implement real accountability, and drive greater revenue results.