Name: Rolldog CRM - Power Your Business Potential
Uploaded: 2024-12-09T17:09:35.000Z
Duration: 5 min 10 s
Description: Rolldog CRM helps B2B companies increase their sales revenue and put their customers at the center of everything.

Rolldog CRM Logo.svg

Rolldog CRM

Rolldog CRM - Power Your Business Potential

This video demo of Rolladog CRM shows you the main dashboard where you find your tasks, deals, and a search bar. You learn how to add and track leads, score them, and follow up anywhere on mobile. Then you see how to turn leads into deals, set your own sales steps, and use AI tips to track progress. You also learn how to view your sales forecast with simple charts. Finally, you watch how to build flows that send emails and tasks automatically. Rolladog solves sales tracking, improves deal visibility, and saves time.

Rob, an account executive, welcomes viewers and explains the demo will focus on Rolladog’s CRM and sales enablement features.

Introduction to Rolladog

Explore the intuitive dashboard: upcoming activities, closing opportunities by stage, personalized hub views, global search, and the create button for quick entries and email integration.

Dashboard Overview

Review the main modules—accounts, contacts, and activities—alongside additional modules that extend Rolladog into marketing, project management, support, and more.

Core CRM Modules

See how Rolladog captures and stores leads, tracks sources and interactions, runs nurturing workflows, segments with groups, ranks leads by custom criteria, and converts qualified leads into prospects—on desktop or mobile.

Lead Management & Qualification

Learn to tailor your sales process within Rolladog: configure deal stages, criteria, and sales methodologies. Benefit from built-in guidance, alerts, and AI-driven opportunity scoring for consistent updates and better visibility.

Opportunity Management

Dive into the forecast module: use configurable views and filters for territories, teams, and opportunity types. Visual charts and graphs help you see progress toward quotas and improve forecast accuracy.

Forecasting Your Pipeline

Discover Rolladog Flows: automate routine actions based on system triggers. For example, auto-notify teams or send emails when a new website lead enters the system, saving time and ensuring consistency.

Automating with Rolladog Flows

Wrap up and learn how to get more information or book a personalized demo by visiting rolladog.com.

Conclusion & Next Steps

An intuitive B2B CRM with AI-powered lead scoring and embedded email to streamline sales workflows.

Rolldog serves various industries, including technology, manufacturing, healthcare, finance, and consulting. Specific customer success stories are not publicly detailed. ([rolldog.com](https://rolldog.com/why-rolldog?utm_source=openai))

best_customers

Rolldog is a software company that offers a combined Customer Relationship Management (CRM) and Sales Enablement platform. Their tools help businesses manage customer relationships, streamline communications, and enhance sales processes. ([rolldog.com](https://rolldog.com/?utm_source=openai))

company_summary

Rolldog is designed for businesses of various sizes, from small to large enterprises. It's particularly beneficial for: - Sales Managers - Marketing Directors - Account Executives - Customer Support Specialists - Business Development Representatives Industries that commonly use Rolldog include: - Technology - Manufacturing - Healthcare - Finance - Consulting ([rolldog.com](https://rolldog.com/why-rolldog?utm_source=openai))

company_icp

- **Campaigns**: Automate email marketing to reach leads and customers efficiently. ([rolldog.com](https://rolldog.com/software?utm_source=openai)) - **Leads Management**: Qualify, manage, and rank leads to optimize the sales funnel. ([rolldog.com](https://rolldog.com/software?utm_source=openai)) - **Opportunities Tracking**: Monitor sales opportunities in real-time with scoring and guidance systems. ([rolldog.com](https://rolldog.com/software?utm_source=openai)) - **Forecasting**: Gain visibility into deals to improve forecast accuracy. ([rolldog.com](https://rolldog.com/software?utm_source=openai)) - **Activity Management**: Track internal and external interactions, integrating seamlessly with Outlook and Gmail. ([rolldog.com](https://rolldog.com/software?utm_source=openai)) - **Email and Workflow Automation**: Create custom email templates and schedule deliveries. ([rolldog.com](https://rolldog.com/software?utm_source=openai)) - **Sales Toolkit**: Access product messaging, competitor battlecards, and collateral in one place. ([rolldog.com](https://rolldog.com/software?utm_source=openai)) - **Reports and Document Management**: Generate reports and store documents securely. ([rolldog.com](https://rolldog.com/software?utm_source=openai)) - **Accounts and Contacts Management**: Maintain detailed records to strengthen customer relationships. ([rolldog.com](https://rolldog.com/software?utm_source=openai)) - **Project Management**: Track projects by phase, progress, hours, and costs. ([rolldog.com](https://rolldog.com/software?utm_source=openai)) - **Analytics**: Monitor leads, activities, and opportunities with built-in analytics. ([rolldog.com](https://rolldog.com/software?utm_source=openai)) - **Service Management**: Utilize a ticketing system to manage customer service needs. ([rolldog.com](https://rolldog.com/software?utm_source=openai))

features

- **Privacy Policy**: ([rolldog.com](https://rolldog.com/?utm_source=openai))

legal_info

Rolldog stands out by combining CRM and Sales Enablement into a single platform, offering a comprehensive suite of tools to manage customer relationships and sales processes. Their flexible features are designed to adapt to various industries, providing a tailored experience for each business. ([rolldog.com](https://rolldog.com/?utm_source=openai))

company_uniqueness

Companies use Rolldog for: - **Sales Process Optimization**: Guiding sales teams from lead generation to closing deals. ([rolldog.com](https://rolldog.com/?utm_source=openai)) - **Marketing Campaign Automation**: Automating email marketing to reach a broader audience. ([rolldog.com](https://rolldog.com/software?utm_source=openai)) - **Customer Relationship Management**: Maintaining detailed customer records to enhance service. ([rolldog.com](https://rolldog.com/software?utm_source=openai)) - **Project Tracking**: Managing projects with real-time updates on progress and costs. ([rolldog.com](https://rolldog.com/software?utm_source=openai)) - **Data Analysis**: Utilizing analytics to monitor sales performance and customer interactions. ([rolldog.com](https://rolldog.com/software?utm_source=openai))

use_cases

Rolldog provides three pricing plans: Starter at $35 per user per month, Professional at $50 per user per month, and Enterprise at $65 per user per month. Each plan offers different features to suit various business needs. ([rolldog.com](https://rolldog.com/pricing?utm_source=openai))

Rolldog CRM - Power Your Business Potential

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