Product Overview of KiteDesk
KiteDesk is a comprehensive sales platform designed to streamline and enhance the lead generation and sales processes for growth-oriented organizations. Here’s a detailed look at what the product does and its key features.
What KiteDesk Does
KiteDesk combines CRM automation, social selling, and sales intelligence into a web-based solution. It leverages a company’s entire network to help sales teams identify and connect with the best and fastest paths to desired prospects. This approach eliminates wasted prospecting time and increases sales close ratios by tapping into established relationships and trust.
Key Features and Functionality
Lead Generation and Prospecting
- KiteDesk features advanced tools for lead generation, including a Lead List Builder that helps push leads down the funnel into conversions. The platform also includes an Accounts-Based Prospecting feature that identifies the right person in the company to contact.
Social Selling and Relationship Scoring
- The platform utilizes social selling capabilities, tapping into users’ existing relationships to find high-valued prospects. A unique Strength of Relationship Algorithm analyzes all gathered information to determine which prospects are most likely to close.
CRM Integration and Automation
- KiteDesk maintains a direct line of communication with CRM systems, allowing users to instantly access, create, and update information from any web page. It integrates with various CRMs such as Salesforce, and also syncs email and calendar events across multiple accounts and platforms.
Data Enrichment and Verification
- The Premium Verified Data feature validates phone and email details across millions of regularly updated files, ensuring accurate and reliable contact information. The platform also integrates information from contacts, social profiles, CRM records, and public and private data providers.
Advanced Tools and Features
- Advanced Connection Scoring: Reveals the strongest social links between agents and prospects.
- Toolbar and Chrome Extension: Tools like Kite Jewels allow users to pull in contact information from anywhere.
- Visual Ideal Customer Profile: Helps identify key customers and stay focused on them.
- Insights Dashboard: Tracks all lead-generation activities and provides valuable insights.
Automation and Workflow
- KiteDesk includes automated workflows that sync email and calendar events, and it also features triggers to alert sales reps immediately when an important sales opening occurs. Upcoming features include Email Tracking Notification, which consolidates email tracking and read receipts into a single place.
Customization and Collaboration
- The platform offers customizable search filters, lead scoring, pipeline management, task management, and reporting and analytics. It also includes collaboration tools, mobile access, and calendar integration to ensure seamless team coordination.
Future Enhancements
- Future releases will include a more powerful Account-Based Prospecting feature, allowing users to upload company lists to search for specific prospects within those companies.
In summary, KiteDesk is a robust sales platform that integrates various aspects of sales intelligence, CRM automation, and social selling to provide a comprehensive solution for lead generation and sales enhancement. Its advanced features and automation capabilities make it an invaluable tool for sales teams aiming to maximize their efficiency and close ratios.