Finally a CRM/ Marketing Automation suite that teams love to use, eliminates the clutter while driving leads to revenue through an innovative partner collaboration tool, all at an affordable price! Like you, we thought it would never come so we decided to build it! CRM Reimagined….

THE CHALLENGE

• Most CRM products are designed for and marketed to Small and Midsize Businesses and are missing essential CRM features and functionality. LeadSmart is the #1 CRM, marketing automation and partner collaboration suite for growing Small and Midsize Businesses (SMB’s). LeadSmart Includes • Yet, the use of a full-featured key features to help you grow your business, gain greater adoption and turn enterprise CRM is over leads into revenue. complicated and overwhelming since SMB’s, as most companies, KEY REASONS TO TRY LEADSMART • Reporting and Dashboards. Customizable reports and dashboards will only use a small amount of the Full Featured CRM Capabilities ! where you can visually track leads and product features. LeadSmart is built on the Salesforce sales progress. Easy-to-create custom • SMB’s invest significantly in Lightning Platform and includes all list views, schedule and create report trade shows and other lead essential CRM features for SMBs. subscriptions and build Kanban sales generation activities yet research Key features include: reports. You have full visibility into the says less than 1% of leads ever sales and lead management process. get converted to a customer • Lead Management. Track, assign and and revenue due to a lack of manage sales leads throughout the entire • Customization and Integration automated lead development and sales process so no lead is lost, and ROI Capabilities. Even though email (Outlook, follow up systems. is optimized. Gmail, etc.), marketing automation and partner collaboration are built in or • Pipeline Management. Manage and • Most SMBs sell through channels track the sales process through all stages pre-integrated, you can still connect or partners yet most rely on your support, ERP and hundreds of email and spreadsheets for of the sales pipeline, making it easy to forecast revenues and resources. applications either native or via supported communication and coordination Zapier integration. with their sales partners resulting • Account and Contact Management. in lost leads and poor visibility. Manage customers, vendors, partners • Customized Salesforce Mobile and all other accounts related to your App. LeadSmart’s unique capabilities, • The cost of a full-featured CRM business, manage calendars and call- optimization, workflow, dashboards, system combined with a Marketing reports and customizations are fully Automation system is prohibitive backs to ensure nothing slips through the cracks. accessible using the standard Salesforce for most SMB’s. mobile app (iOS and Android) for full mobile access. @ Optimized Interface, Workflows • Full featured Email Automation. • Channel Partner Portal. The LeadSmart and User Experience Most enterprise Includes unlimited batch email capabilities, Partner Portal enables 3rd party channel CRMs are over-engineered and too automated email/autoresponders, partners to access, track and manage reporting and email list management complicated for SMB’s. To address assigned leads and collaborate in real- without needing to purchase a separate this, LeadSmart has optimized and time with the internal sales teams both on email marketing system. desktop and mobile devices. LeadSmart streamlined the CRM experience so it makes it easy to manage leads, without is easy to implement, easy to use and • SMS, Chat Bot and Multi-Channel using spreadsheets or email. properly engineered - the right fit - for Capabilities. Includes the ability to the needs of SMB’s. Features include: trigger multi-channel SMS, chat bot • Email-based Lead Summaries and conversations, email, SMS, Facebook Lead Notifications. Pre-scheduled • Simplified User Interface. Modern and Messenger, What’s App, Slack, and other email summaries and lead notifications streamlined interface, with unnecessary Twilio messaging platforms--directly from are sent to channel partners based on functions and non-SMB clutter removed, Smart Automations. their specific lead assignments providing making it much easier to learn, use and detailed partner feedback on submitted support. • Lead Scoring and Nurturing. Trigger workflows and other automated nurture leads. Avoids the time-consuming process • Streamlined Sales Process. LeadSmart actions based on lead scores and content of email or phone follow-up by partners to fixes many typical CRM usability issues, engagement, including partner lead check their lead status. including streamlining the sales process assignments--ensuring that qualified leads % Price Performance Leader without requiring separate Lead and are not lost. Opportunity management (you can • Affordable for Small and Midsize change a “status” field vs open an entirely $ Channel Collaboration Businesses. By combining CRM, different and overly complicated module). LeadSmart Pro includes full cross- marketing automation, channel Much easier to setup, train and use. channel collaboration without the need collaboration and partner management for a separate Partner Relationship into single integrated system, LeadSmart • List View and Report Templates. Full Management system. LeadSmart is much less costly than the combined library of list views and reports designed apps it replaces. specifically for SMB’s and based on best is able to manage and create practices. You have full visibility into the accountability for a lead throughout • Unlimited Partner and Partner lead and sales management process the entire sales process with a focus Contacts. Unlike other systems that without custom report development or on driving “leads 2 revenue”. If you charge per partner, LeadSmart enables coding. use brokers, reps, agents, dealers, you to add an unlimited number of distributors etc the LeadSmart Channel partners and partner contacts (with • Predefined Workflows, Rules and access to the Partner Portal) at no Triggers. Predefined workflow templates, Collaboration tool will be a dream additional cost. automated rules and triggers that follow come true! Main features include: • Implementation and Best Practice best-in-class sales and lead management • Partner Lead Registration. Partners can processes designed specifically for SMB’s. register leads which are then automatically Templates. Included at no extra cost. # Integrated Marketing tracked and nurtured through LeadSmart • Can be used stand-alone, or with to ensure quick follow-up and increased Automation and Lead Development existing Salesforce installations. close ratios. LeadSmart Pro includes a fully integrated marketing automation and • Cross Channel Activity Management. LeadSmart is the #1 CRM, lead development system designed to Tracks the entire lead and sales process marketing automation and rapidly develop and nurture prospects between internal sales teams and an partner collaboration suite for into “sales ready” leads. Features unlimited number of 3rd party partners. growing SMB’s. include:

• Smart Automations. Includes a full library of predefined and tested, best- practice automation templates, with built-in intelligent marketing automation for SMB lead development—requiring little interaction to generate a systematic stream of qualified leads. 833-532-3832 • Integrated Engagement Tracking. 81 David Love Place #116 Automatically tracks which prospects Santa Barbara, CA 93117 are engaging with marketing and lead www.leadsmarttech.com development campaigns and which promotions are working best, including where prospects are in the sales process.