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.