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Software and systems / Case study

LTS Sales CRM

A sales CRM with a quick dialer, an AI sales assistant, rep training, call roleplay, proposals and billing.

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Type
Software and systems
Status
Live app

The situation

What needed
to work better.

A sales team has to call quickly, remember what was said, learn the offer and turn a conversation into a proposal. Those jobs usually sit in different tools.

  1. 01

    A quick dialer works through leads one at a time, with the outcome of each call recorded in a click.

  2. 02

    An AI sales assistant answers questions about a deal and suggests discovery questions.

  3. 03

    A training hub holds text lessons, a video library with a lesson player, and an AI call roleplay library to practice calls.

  4. 04

    Proposals and billing show the pipeline and the active proposals, and a discovery website brief captures what a client wants built.

01 / 2

Calling and selling

The dialer, the AI sales assistant and the proposal pipeline.

Quick dialer that works through a lead list one card at a time.
AI sales assistant answering a rep with discovery questions.
Proposals and billing pipeline.
Active proposals.
Discovery website brief.

02 / 2

Training

Lessons, a video library and AI call roleplay for the sales team.

Rep training hub with text, video and AI call practice.
Video training library.
Training lesson player.
AI call roleplay library.

Decisions

Choices that
shaped it.

01

Put practice next to the work

Training and roleplay live in the same app as the dialer, so a rep can practice a call and then make it.

02

Make the next step one click

The dialer turns a call outcome into the next action instead of a form to fill out afterward.

Credit and sources

Who did what, and where to look.

Our part

Built by Leads To Sales for its own sales team.

Leads To Sales product.

Sources

Notes on this page
  • Only the screens shown here are public; the product itself sits behind a sign-in.

Keep track of customers and follow-ups. A CRM works best when it covers the whole sales routine, not just the contact list.

Explore custom crmsAll work

More work

Keep looking.

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Keep exploring

Take the next useful step

ServiceExplore keep track of customers and follow-upsConsider this capability for your own business.Open GuidePlan the handoff in your own workUse a practical guide to ask the next question.Open Learning pathFollow the related learning pathMove from the question to an example and a next step.Open

Let’s build what’s next

What should work
better in your business?

Bring us the bottleneck. We’ll talk through the work, the people, and what a useful next step could look like.

Talk through your project (385) 217-8194