Overview

BeeCastle is an analytics platform to help you track and measure how engaged your sales team are with your customer base.

We provide relationship intelligence so that you can make data driven decisions, to build more leads, convert more sales, build more referrals & deliver more revenue.

Our platform leverages the data within Microsoft 365 to provide you with real-time dashboards of your team’s activity across emails, meetings & phone calls.

We use AI to provide next best actions on how you can immediately get value out of your customer base. Such as identifying key accounts that may be slipping, validating pipeline & making sure new prospects or clients are being appropriately nurtured.

We work to improve the relationships of leading MSPs, law firms, consultants, investment banks, relationship managers & many other organisations who rely on long term, trust based relationships.

Real-time dashboards with Microsoft 365 Integration

Integration with Microsoft 365 means that data is automatically captured without the need for manual input.
Our platform leverages the data within Microsoft 365 to provide you with real-time dashboards of your team’s activity across emails, meetings & phone calls.

A.I. Powered Suggestions

We use Artificial Intelligence to provide next best actions on how you can immediately get value out of your customer base. Such as identifying key accounts that may be slipping, validating pipeline & making sure new prospects or clients are being appropriately nurtured.

Measure and coach your sales team

With BeeCastle you can easily identify how your sales team are spending their time and build engagement plans to focus their efforts. Activity leaderboards much like sales leaderboards can create healthy competition between your reps.

Validate your sales forecast

Validate the opportunities in the pipeline by reviewing recent decision maker engagement and ensure they’re progressing effectively. Ensure that opportunities are real and are kept warm with data-driven engagement.

Revive dormant customers through engagement programs

Easily identify which customers have not been engaged so that you can create a strategy on how you can re-engage with them. Analyse these reports in your team catch ups to plan ahead with the month ahead.

Plug & Play adoption with Azure-AD authentication and CRM integration

BeeCastle is integrated with AzureAD so that you can seamlessly onboard your team to the platform. This also means that you can enforce the security policies you have set up within Microsoft 365. We are also integrated with ConnectWise and are developing integration with other popular PSA and CRM tools.

Review & note on the go

Receive mobile app or Microsoft Team’s notifications post a meeting so you can quickly rate & write a note in the time it would take to do an Uber review…

Get rid of ‘call reports’

Often customer management software fails due to poor data & low adoption. Integration with Office 365 means all client meetings & emails are recorded automatically

Key Features:

• Teams Calling integration
• Can be surfaced on Web, Microsoft Teams, Outlook & iOS.
• No manual entry required
• Team and User Specific Analytic dashboards
• Sophisticated relationship scoring
• AI Coaching based on recent interactions
• Recent engagement history dashboards
• Monthly management email reports for your 1-1s