Overview
What is B2B Dash?
B2B Dash is a sales and marketing automation platform designed specifically for marketing agencies. The platform offers a range of tools and features to assist agencies in lead generation, building trust, tracking sales data, and enhancing customer lifetime value (LTV). It is targeted towards small...
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Get StartedPricing
Basic
$79
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Details
- About
- Tech Details
What is B2B Dash?
B2B Dash is a sales and marketing automation platform designed specifically for marketing agencies. The platform offers a range of tools and features to assist agencies in lead generation, building trust, tracking sales data, and enhancing customer lifetime value (LTV). It is targeted towards small to medium-sized marketing agencies and is commonly used by professionals in the marketing, sales, and digital agency industries.
Key Features
Lead Gateway: Users can create effective lead capture forms to collect B2B leads and increase client acquisition opportunities.
Email Sequences & Campaigns: Automate email sequences to nurture leads, educate prospects, and maintain engagement throughout the sales process.
Diagnostic Builder: Utilize an intelligently structured pre-qualification form, known as the Diagnostic Builder, to collect valuable data and position your agency as the ideal solution for potential clients.
Company Branded Booking Page: Create personalized booking pages with your agency's branding to streamline the appointment-setting process and enhance professionalism.
Onboarding Process: Streamline the onboarding experience for new clients with sign-up surveys and automated email sequences, ensuring a consistent and efficient onboarding process.
New Offers for Clients: Generate and sell new offers to existing clients using cart pages, registration forms, and batched emails to test and optimize your offerings.
CRM Feature Set: Manage client relationships effectively with a comprehensive CRM feature set, tracking progress, managing commitments, and maintaining strong connections.
Reminders & Tasks: Set reminders and tasks to ensure timely follow-ups and avoid missing opportunities with potential clients.
Sales Pipeline Tracking: Track your sales pipeline and monitor projected sales, gaining valuable insights into the sales process and supporting data-driven decision-making.
Automation: Automate repetitive tasks and workflows to save time and increase efficiency, integrating with other tools and platforms to streamline data flow and enhance automation capabilities.
B2B Dash Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
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Operating Systems | Web-Based |