Case Study
SalesExec™ Enables Steinway & Sons to Route Internet Leads to Dealers and Franchisees, Streamlining Sales Efforts and Boosting ROI.
“I highly recommend this software for firms looking to manage the distribution of leads to dealers or franchisees. The software is easy to use and has excellent features compared to many of the systems we reviewed.”
Steinway & Sons
Challenge
With two hundred authorized dealers worldwide operating out of nearly 80 countries and in many different languages, internal solutions were failing to get every lead to the appropriate dealer in a timely fashion. Steinway & Sons customers were making web inquiries and expecting immediate action. Steinway needed a system to deliver each lead to the appropriate location instantly. They needed a system that could route leads based on multiple sets of different criteria including country code and zip code, in order to get leads to the correct location. They needed a system that could handle dozens of delivery rules, handle different languages, language character sets, and automate lead delivery.
Nearly 80% of Steinway & Sons prospective customers begin their search for information using one of the Steinway & Sons websites. The process of lead capture and delivery from these sites was manual, slow and did not provide Steinway with the ability to track the progress of a lead lifecycle. The delay of lead delivery from corporate headquarters to the local dealer was the reason for the implementation of automation in order to improve customer satisfaction. Steinway wanted online inquiries in the hands of a local dealer immediately. They wanted a system to verify delivery, as well as the ability to measure the response time and how it could improve customer satisfaction.
Solution
SalesExec™
- Lead Capture and Reporting Database – A central database that would capture phone and online lead inquiries, while allowing for real-time lead performance reporting. The system had to be easy to use and navigate for branch managers in US territories. The management team of Steinway & Sons wanted to use LeadExec & SalesExec reporting database to update lead delivery rules, input new dealer information, report on internet lead flow, and report on leads that needed attention.
- Lead Distribution – The lead distribution rules needed to allow for country codes, US and Canadian postal codes, and dealer performance levels. In North America, regional managers change the zip codes constantly, as sales territories are changed.
- Web-Based Dealer Locator – Steinway & Sons web-based dealer locators found on their main website required LeadExec and their website to update in real-time. This solution would display in real-time to potential customers a dealer in their area that could service them.
Results
- Improved Lead Response Time
- Improved Dealer Participation by Tracking Open Rates
- Centralized Solution for Management of Leads
- Customized Lead Routing Options that Lead to Lift in Sales Revenue.
About Steinway & Sons
Steinway & Sons is a world-class manufacturer of pianos. The pianos are recognized by their quality as well as the attention to detail that makes their pianos iconic and world-renowned. With more of their potential customers going online to research Steinway pianos prior to purchase, Steinway needed a solution to reduce contact time on internet inquiries as well as providing a level of service synonymous with their brand name.
Key Features
Sales Workflows
Create multiple sales workflows with customized lead status
User Permissions
Multiple user permission levels and account hierarchy
Lead Fields
Add lead fields with field permissions
Import & Exports
Import lead lists, add leads, and export leads
Campaign Tracking
Track Marketing Channel, Campaign, and Lead Source ROI
Lead Source Integration
Integrate third party lead sources
Email Nurture
Automated email nurture with email template designer
Text SMS
Text SMS delivery with compliant messaging solution
REST API
Webhooks to update lead data or extract lead data
Push or Pull
Lead routing options include Push and Pull strategies
Lead Prioritization
Prioritize lead assignment based on criteria, first in, state calling hours, teams, and more
Mobile
Respond to leads instantly via iOS or Android mobile device
Call Distribution
Intelligent Routing: Shotgun, Queues, Criteria, Forwarding, Redirect
User Availability
Salespeople opt to receive calls or set as unavailable
Dynamic Sales Scripts
Interactive sales scripts to help salespeople convert inbound calls
Real-time Notifications
Salespeople receive real-time inbound call notifications
Call Flows
Configure queues, redirect calls, messages, text to speech
Purchase Numbers
Purchase 1-800 or local numbers
Local Presence
Dial leads from local area codes
Voicemail Drops
Pre-recorded voicemails delivered instantly
Lead Disposition
Update leads with status and action
Suggested Leads
Pull leads and allow prioritization
Compliance
State calling hours and DNC list management
Sales Stats
View real-time team performance
Call Recording
Listen to calls for coaching opportunities
Automated Email
Deliver emails based on lead status and action
Transfer Calls
Team members can pre-screen calls and transfer