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SalesTalk is a sales and lead cultivation software.
Platform(s): Browser-based; integrates with Salesforce and Microsoft Dynamics
Ideal for: All size teams; new agents
Top selling points
- Ease of use
- Long-term email campaign builder
- Built-in sales scripts and communication templates
Top concerns
- Agents and teams accustomed to heavily featured CRMs may shy away from stripped-down value of SalesTalk
What you should know
If you read my column, you know that I’m vocal advocate for user interface design. I like things to look slick and visually communicate functionality.
However, functionality is what matters. And if the design mirrors it, then it’s a successful user experience.
That’s why SalesTalk stands out: It’s a stripped-down, functionality-first sales and lead management tool.
This is a system for people who want to be good at sales, who care more about getting the work done than how their software works in conjunction with their website.
I’m a vocal advocate for user interface design. But functionality is what matters.
SalesTalk doesn’t do what half of what most real estate CRMs do, but it can make an agent better at selling real estate, which is what most of those other CRMs don’t do.
Nice for newbies
The software excels with its patent-pending Sales Navigator, a built-in guidebook on how to take action with a prospect.
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This makes SalesTalk a superb training tool for new agents. The learning curve would be minimal; any agent experienced with Salesforce can be proficient in no time.
The tool allows for customizable sales scripts, voicemail templates and tailored email responses.
They’re easy to edit and save, and then use in any instance of client interaction. Emails can be sent directly from within SalesTalk.
Some other stand-out features include a series of useful screen views:
- The software’s “Big Picture” screen gives users a breakdown of current leads and which ones are hot or cold.
- The “Relevant To Me” screen explains exactly that to its user (what’s relevant!) by breaking down the prospect’s professional information and general reason for being of interest to the user.
- The “Story So Far” screen is a chronological breakdown of every interaction. It’s exhaustively detailed but limited enough so a new rep could sit down and know the deal in a couple of minutes.
Additionally, users can build sophisticated, conditional behavior campaigns that will trigger automated emails over a week or several months.
This feature uses a drag-and-drop flowchart builder to create an action list for prospecting.
Each step is easy to follow based on whatever action was previously taken by the prospect.
In short, SalesTalk gives agents smart and effective tools to use when communicating with and cultivating prospects.
Have a technology product you would like to discuss? Email Craig Rowe.
