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Everything we know about the lead business from everyone at the Leads360 family. From online lead providers like LowerMyBills.com to Mortgage Lead Management best practices. We'll tell you what we know and what we've learned.  

Sales automation & CRM, similar but different

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March 15, 2021 — I often get asked, “How does Leads360 differ from a CRM solution?” The easiest, most immediately understood answer to this question is “We are the Salesforce.com for companies that sell to consumers.”

This often generates discussion on the difference between the two, how they complement one another and use cases for when you’d use sales automation versus a CRM or both together. The issue for some with CRM is it’s too focused on keeping current customers and not focused enough on taking advantage of opportunities to snag new ones.  

A good sales automation solution is laser focused on turning leads into customers, closing the gap in functionality in a typical CRM solution.  Leads360 offers serious upgrades in lead distribution, lead prioritizations, and intelligent dialing.  Taken together, Leads360’s services will allow any sales team already using Salesforce.com a chance to fine tune their process and turn into a lean, mean, lead-closing machine by addressing the three key drivers to lead conversion: speed, process, and persistence.

Salesforce customers are already chiming in about the benefits of Leads360 here on the Salesforce.com app exchange.  Jonathan Ruchman wrote: “The lead management capabilities are rich with critical functionality, but are also very easy for smaller organizations to adopt. Their solution is turnkey which makes it easy for our Allstate Agency Owners, many of whom are not tech-savvy.”

Ron Beach also highlighted the way the Leads360 app could be beneficial to smaller businesses: “While we like the versatility of Salesforce.com, setup can be somewhat daunting for a smaller company. We found that we could immediately start using the application in a productive manner and yet retain the ability to make changes later once we had production experience. Leads360 reduced the time required to achieve the benefits we were looking for with minimal effort.”

Finally, Marjorie Gilberg appeared to be more than a little enthusiastic about the services Leads360 can provide: “Leads360 is an essential tool for us because it allows us to manage all the leads that we buy and generate far more effectively than Salesforce can on it’s own. Leads360 allows us to route our leads precisely within our sales team, enforce a sales workflow, conduct email nurturing, and report in detail on everything that happens during the sales process. I strongly believe that Leads360 allows us to run a best-in-class sales organization”

To learn more visit the Salesforce.com App Exchange or watch this video on YouTube “Leads360: Lead Management for Salesforce” explaining the differences.

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