Hello? Hello?! We’ve been trying to reach you about your car’s extended warranty…
Just kidding – but we are trying to reach you about the new and improved Lilypad CRM! We know we have been quiet for some time, but that’s because we’ve been working hard in the background to actualize Lilypad’s potential so you can sell more beer, sell more wine, sell more cider, sell more spirits, and – dammit – sell more liquid.
We’ve heard you. And we took that feedback to address key areas that will approve your performance across key metrics. Let’s dive into some of these new features to see how Lilypad CRM will transform your business.
Some Things Never Change
Before we get into the nitty-gritty of the new launch, it’s important to highlight some elements of the legacy version of Lilypad that made the cut. Without these components, Lilypad would have never been a success in the first place. We knew certain roots needed to be kept intact if we wanted to keep our loyal customer base. For those new to Lilypad, we also wanted to go over some staples that truly set our CRM apart from the competition.
- Best-in-Class Placement Tracker: Our automated placement tracker helps you increase awareness with commitments, fulfillments, and any lost placements. This awareness can improve closing rates, increase points of distribution, and optimize your funnel.
- Customer Relationship Management: Can’t be a CRM tool without intuitive CRM capabilities! Lilypad grants a bird’s eye view of all your account and distributor universe. This feature helps you plan your visits and keep the brands you need at top of mind.
- Recaps: Stay organized by recapping new placements, visits, promotions, and account issues with distributors. This closes the gap between placement and fulfillment.
- Easy-to-Use Reporting: Data made simple. Our reporting tools make it easy to view sales performance and share with the team so you can make adjustments as needed.
When you first log in to Lilypad, you’ll immediately notice a refined homepage complete with a search icon in the top right corner. This allows you to quickly toggle between accounts without having to sift through the platform.
Conquer Your Day to Day
We get it! Remembering each item associated with your entire account footprint is challenging. We’re talking savant-esque memorization here. Lilypad CRM makes your life easier with its “Today’s Schedule” tab – granting full visibility into your daily tasks.
This tab serves as a central point for critical updates, action items, and calendar appointments so you and your sales reps never miss a beat.
You can also view monthly progress on your daily placement fulfillments, receive alerts when issues arise with accounts that have not been visited in a while, and get an organized list of the day’s scheduled events. Take the guesswork out of your day-to-day.
Drill Down Further with Our Revamped Sales Tab
Lilypad CRM’s new “Sales” tab allows you to toggle between your account and distributor views easily. You will be sure to enjoy the new time-period dropdown feature that shows sales comparisons from the previous two years to the current year. This functionality helps you to drill down even further and assess your sales performance by quarter so you can make any necessary adjustments to get back on track and create a better rate of sale within your footprint with actionable intelligence from your own sales data.
Track Account Feedback
Don’t get ghosted by your follow-up surveys! Lilypad alerts users to surveys still in progress with an indicating shade and badge. This can be found under your activities tab. Your reps will know which accounts to follow up with as needed based on their responsiveness.
Other Areas of Improvement
That’s not all, folks! Some other marked improvements with the launch include:
- A red notification badge for incomplete tasks! Don’t miss a thing and knock off those checklist items for each account.
- Enhanced phone size capabilities across platforms. Don’t sweat the tech – Lilypad’s responsive design translates across screen sizes and platforms for consistent performance.
- Baby got a new back button! Ever wanted to throw your phone after clicking the back button on the old version? Rest assured your device can stay safely in hand with our optimized back button that doesn’t punt you back to the main page.
- We cleaned up well. Lilypad’s redesign features a cleaner look with sleek Fintech branding, new fonts, buttons, and more.
And, of course, we still have our Recaps, Placement Funnel, and all the other incredible features you know and love.
Make the Leap to Lilypad CRM
We here at Lilypad are committed to making the best version of the platform to serve our customers better. You have a unique approach to the bev alc market and you deserve a CRM that is tailored to boot. Lilypad can be specifically outfitted to meet the needs of your business.