Our sales team did not have a convenient way to view account level stats like total orders, last order date, and last contacted date. We could pull this from our ERP system, but it required a system admin to pull a custom report. By integrating our ERP system with GleanView, this information is at the fingertips of our sales and customer service team.

Our sales and marketing teams now have an easy-to-use CRM solution that helps us generate, track, and manage our leads and sales pipeline more effectively. It helps us take the repetitive, manual work out of the sales process and ensures we stay organized and ahead of our competition.

First of all, new web leads are automatically entered into the CRM and assigned to me. I get emailed and notified within GleanView that I have a new lead. Once the new lead is assigned to me, I can see the complete web browsing history of that contact, which gives me context around creating a needs discussion with them. Thereafter, whenever one of my contacts gets back on our website, I am notified in real time and that browsing history is also tracked. Additionally, GleanView has an auto-profiling function that automatically finds the social media profiles of the contact and the company associated with the contact, along with other information like company website, revenue, # employees. This “Gleaned Data” is invaluable to me in the selling process.