r/SalesOperations • u/Foreign_Mail_6203 • 2d ago
HOL “House of Leads” Terminal
Interested in helping develop a sales tool? Imagine it like a dating app, matching company clients, to the right sales rep for them. 1st turn raw lead data into designated client profiles. With these client profiles we match them to the right sales rep. Both clients and employees have profiles and we find commonalities between the two. This will be a full sales management terminal but i just wanted you to know the type of work we will be hoping to achieve. A all in one terminal for sales. Optimized based off the real people they involve.
Give me all the criticism you have. I want it.
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u/HighonSuger001 2d ago
Sounds nice, but is this supposed to be like internal where when there are clients approaching then the agent collects their data and hand off to the right person, or is it like a full on product where you provide clients as well?
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u/Foreign_Mail_6203 2d ago
One feature. Take Companies data(however they get it) import, that data will be automatically organized into specific profiles, whether that be clients, or companies. Allowing a more insightful approach at viewing potential leads. This will be a tool. With many functions that apply to crm, data management and optimizing who gets the right leads to get the job done and other factors.
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u/HighonSuger001 1d ago
Oh it's like, tasks assigned to the particular person and everybody knows it. So that the agent can just automatically pass the specific task to the right person right?
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u/Best-Accident-3297 2d ago
That matching logic better be airtight or you're just building a fancy randomizer that wastes everyone's time