Easy Management of Lead Generation for Sales Team & Agency

Unless we talk of one of those rare cases of overnight virality and companies with extreme amounts of word-of-mouth, lead generation is the lifeline of every business and putting together the right team and methodology is something companies should spend enough time doing and improving.

One of the key things to look at is how your team collaborates between themselves and how you streamline the tools, workflows and processes to make the team work as one, rowing all in the same direction, in the most efficient way.

Having that in mind, Kanbox proudly unveils a feature designed specifically for agencies sales teams and all lead generation teams: multiple account management from a single, intuitive platform. This feature can immediately boost collaboration and efficiency within lead generation teams, enabling agencies to increase productivity, enhance client management, and, this way, deliver even better results.

Safe to say that managing multiple client accounts and sales team efforts has never been easier. With Kanbox, you can switch between different dashboards without the hassle of juggling multiple logins or tabs. This centralized approach not only saves time but also significantly reduces the risk of errors, ensuring that your team can operate more effectively and focus more on delivering high quality services.

The design of the interface is extremely intuitive making it accessible and easy to understand for new team members, reducing the learning curve and allowing them to get up to speed quickly. This ease of use translates to less time spent on training and more time dedicated to strategic tasks that drive client success.

Managing multiple accounts in one

Kanbox’s multiple accounts feature empowers agencies to manage numerous client accounts effortlessly. Most lead gen tools today force you to the painful juggling of multiple logins, each with its own set of credentials, and the constant shuffle between tabs to keep track of different client dashboards. This fragmented approach not only drains your team's time but also elevates the risk of errors, which can damage the quality of service you provide. Kanbox simplifies all of that by offering a unified dashboard where you can switch between accounts with one click.

No more risk of missing an important message, a billing notification or any other key item in any of your team’s accounts. All accounts are connected and with one login you can manage everything, reducing significantly the operational time needed to keep the lead generation machine aligned across multiple users.

Collaborate with you team

The new feature allows for customizable permissions, enabling team members to access the accounts and tools they need, based on their roles without compromising security, more important than ever particularly when dealing with bigger teams. But whether you have a team of five or fifty, everyone can work together seamlessly and more efficiently, sharing insights and updates in real-time. This fosters a collaborative environment within the team where projects can move forward without unnecessary bottlenecks and hurdles.

By simply sharing a link, you authorize all those invited to join your team to collaborate with you, which from the lead manager and admin perspective is a huge time-saver, avoiding repetitive tasks and complicated on-boarding processes..

Interface and features that make all the difference

Built in collaboration with dozens of experienced lead generation professionals and teams, the user interface of Kanbox has been meticulously designed with simplicity and efficiency at its core, and the full-screen chat feature exemplifies this commitment.

By allowing users to expand the chat to full screen, the interface provides a clutter-free environment where communication becomes more focused and immersive. This feature is particularly beneficial when managing multiple accounts and LinkedIn profiles, as it ensures that conversations remain clear and uninterrupted, even during complex tasks.

Whatever accounts and targets your team is focusing on, the full-screen chat enhances the intuitive nature of the platform by making it easier to navigate and manage communications without distraction. This integration ensures that users can switch between accounts and between conversations effortlessly, maintaining an uninterrupted workflow. As mentioned before, new team members can also quickly acclimate to the system, thanks to the straightforward interface and the enhanced visibility that the full-screen chat offers, thereby reducing training time and boosting productivity.

By prioritizing clear communication regardless of the size of your agency or sales team, Kanbox helps teams stay organized and efficient, directly leading to better management of digital tasks, improved results and, ultimately, client satisfaction.

One other highlight worth metioning is Kanbox's Smart Inbox which completely changes how you manage your LinkedIn communications.

This feature transforms your LinkedIn messages into an email-like interface, allowing you to read, sort, and archive conversations. Armored with smart filters and labels, you can organize your network easily and logically, distinguishing between connections and contacts for clearer management. On top of this, the ability to apply bulk actions, such as sending messages, connection requests, and archiving supercharges productivity, saving you time and streamlining your outreach efforts, increasing your chances of success.

Find all the answers you need

To ensure that agencies can fully leverage the new multiple accounts feature and try it with total comfort, Kanbox offers dedicated customer support and comprehensive training resources. Our support team is readily available to assist with any questions or technical issues, regarding this feature or any other, ensuring that your agency can operate without interruption and make the most of the platform. Additionally, we provide a wide range of resources, including tutorials and best practices guides, to help your team master the new tools and maximize their potential.

Our Help Center is designed to provide immediate answers to the most frequently asked questions, addressing all sales teams and agencies potential difficulties, allowing you to resolve issues efficiently without the need for prolonged searches or delays. With Kanbox, we want you to focus on critical tasks and what really adds value to your business, making it as easy and as fast to get any answers you need. Whether you're troubleshooting a specific problem or seeking guidance on using our features, our comprehensive help center ensures you have the support you need to get more from your work.

How Kanbox will improve your team results?

There will be many things immediately improving in your outreach efforts the moment you fully adopt Kanbox across your teams. With Kanbox’s multiple accounts feature, team members can easily switch between client dashboards, monitor performance metrics, and adjust strategies in real-time.

For instance, if you have multiple sales development representatives running outreach campaigns to target different audiences, you can easily keep an eye on what’s happening in each of those profiles and the progress of each team member. You can also manage their permissions, the billing and quickly remove or add new elements, with a few clicks.

Sharing with your team

Not to use a cliche, but teamwork really makes the dream work and the results will always be better when a strong team is working in unified way, sharing the same methodologies and resources. As a sales team using Kanbox, you can for example consolidate all the lead lists exported by each member and this collaboration will allow your team to enhance clarity and quickly identify leads already existing in your colleagues' Inboxes and Pipelines.

By pooling resources, you ensure that everyone is on the same page, reducing redundancy and improving overall efficiency in managing and nurturing leads. This collective approach not only streamlines your workflow but also maximizes the potential of each lead by leveraging the insights and efforts of the entire team, with everyone connected and contributing to close every deal..

Flexible price: only pay what you need

As the admin or team manager, you can purchase different or identical subscriptions for each of your team members based on their specific roles and needs. Each additional subscription you acquire represents an available seat, which can be effortlessly assigned to any team member. You can add as many as you want and also easily remove a member if they leave the team.

This flexibility allows you to tailor the toolset to each member’s role, ensuring everyone has the appropriate resources to generate the best results on their tasks. By customizing subscriptions, ensure every team member has exactly what they need, not more, not less, creating an optimal and uncomplicated management of their toolset.

Email Credits Sharing across the team

Another particularly useful feature for teams is the email credits sharing, ensuring that all purchased credits are available for the entire team without any restrictions, rather than locked to each team member’s account. This shared resource management promotes collective efficiency, allowing your team to allocate and utilize credits as needed, following each team member's rhythm and volume of emails.

By allowing this sharing system, Kanbox helps optimize your communication strategies, fostering better collaboration and maximizing the impact of your email campaigns. This flexibility can be extremely beneficial for teams where team members have very different targets and audiences to reach to, with some needing more credits than others to engage with all their prospects.

Conclusion

Apart from the suite of tools to automate and boost all outreach and lead generation efforts, Kanbox stands out by having a versatile platform which is also designed to optimize team collaboration for agencies and sales teams, elevating productivity specifically through its feature for sharing leads lists and email credits sharing.

Built with the help of multiple outreach teams, the intuitive interface and comprehensive organizational tools enable teams to efficiently manage and distribute lead information, ensuring communication and access to critical data in real-time. Also, by centralizing lead management, Kanbox promotes transparency and accountability within teams, promoting a unified workflow that enhances decision-making and accelerates business growth.

Teams will also benefit from the emphasis on user-friendly design and robust functionality to streamline their workflows effectively and with little to no onboarding or training needed. By facilitating easy sharing and updating of leads lists, Kanbox not only saves valuable time but also enhances overall efficiency, allowing team members to focus on strategic initiatives and client interactions rather than administrative tasks.

If lead generation is a big part of your team’s day to day, it’s time to try something new. By leveraging Kanbox's capabilities, teams can collaborate more effectively, capitalize on opportunities quicker, and ultimately achieve their goals with greater agility and confidence.