Optimize your CRM to Manage Leads in Inside Sales

Transform Salesforce and Dynamics to handle a high number of leads and accounts. Make, record, and report calls in just one click. Handle objections, create cadences, enhance tracking, and much more.

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Does this sound familiar to you?

Contacts are generated through web forms, calls or WhatsApp messages. In many cases they are automatically pre-qualified and assigned to an agent. The agent must contact the leads, qualify them and, if there is an opportunity, close a meeting with them. In case the close cannot be made on the call, if the contact is qualified, follow it through to close or drop it. The agent handles the entire sales process.

Maximize your sales efficiency

Discover the six keys to perfecting your inside sales management.

Minimize response time

Minimize the time between form completion and contact call. In case of a call, direct the call to the free and appropriate person via IVR.

Improve follow-up

If unable to contact, be consistent in follow-up, so that a minimum number of attempts are made before giving up. Usually using different channels.

Access content

Once contacted, follow the call script and have the necessary content to answer any questions.

Optimize qualification

Ask qualification questions in order to infer the quality of the lead and complete the contact and profiling data.

Increase the closing ratio per call

Close all your opportunities on every call.

Automate administrative tasks

Complete the administrative tasks necessary to formalize the closing with the client (sending the document to be signed, collecting information, etc.).

This is how we optimize your CRM.

We give you the innovation you need to power your Salesforce and Dynamics. Increase productivity and get better data to make good decisions.

60% Increase in productivity

  • Five times faster browsing speed in Salesforce and Dynamics. All contact tools are accessible in one click and even emails can be automated.
  • Tasks are automatically organized and prioritized to ensure follow-up. All activity is automatically reported and the CRM is updated systematically.
  • Inbound activities, such as calls or messages, are accessible from Salesforce and Dynamics in a single inbox that allows a one-click response.

Up to 80% reduction in training time

  • Guided assistance during the follow-up of contacts and opportunities, through pre-configured and customizable cadences. Agents will know when and whom to contact.
  • Data collection and field updates are done automatically. Agents will save time by knowing what to report and when to do it in a guided way.
  • Content suggestions based on the customer’s profile or preferences. Depending on the context, Bloobirds suggests which documents or messages to send within the mail editor.

Ensure consistency in follow-up by 95%

  • Use of preconfigured cadences to establish the follow-up plan and let sales agents know their tasks at all times.
  • Visualization of snippets and content when calling and sending emails. They can be segmented by customer type, product, or any Salesforce or Dynamics variable.
  • Identification of leads or accounts without future tasks assigned to keep the pipeline organized and ensure proper follow-up.