Customer Relationships
It’s your universe; own it!
YOUR ENTIRE UNIVERSE IN THE PALM OF YOUR HAND
Provide your team with a bird’s eye view of their entire account universe, with the ability to sort and filter to specific accounts they need to target. A clear view of your past and current activity, along with fully detailed logs, help your team stay organized and streamlined.
TARGET LISTS TO KEEP YOU ORGANIZED
Easily assign accounts to target lists which help organize hot leads, follow-ups, and collaboration with distributor partners. Lists are a great way to quickly see where you stand, and help with daily planning and execution.
DAILY PLANNER KEEPS REPS MOVING
Fail to plan and you are planning to fail. Lilypad makes it easy to align account visits, events and follow ups into a single interface. Entries also integrate with your work calendar.
FULL ACCOUNT DETAILS AND HISTORY
Full details on every account in your universes, with contact management, custom attributes, lifetime activity log, and even sales metrics. Your reps will be fully prepared to walk in and crush an account call.
