KiteDesk Delivers Sales Relationship Data That Soars!

KiteDesk-Delivers-Sales-V3 copy

It’s not super often when I write a review of a specific social sales related application and, just to be clear, I have no affiliation with this product whatsoever. I’m reviewing KiteDesk because I have honestly never seen anything quite like it.

I was first made aware of this application via an article on Sales for Life. It looked intriguing so I decided to reach out and see it for myself. Both Sean and Robert at the company were excited to discuss and demo KiteDesk to me. Here is a brief video overview…

So, what exactly is KiteDesk? Let’s begin with this premise. We all have connections via email, social media, our CRM, etc. and we would all like to be able to leverage these same connections to find and create new connections. Next, let’s be honest. How many times have you scrambled around trying to find a connection to somebody who can provide you with an introduction only to find out after the fact that the person sitting right next to you is the one with that golden ticket? While LinkedIn does offer TeamLink,  KiteDesk takes this several steps further by drawing and then mapping data from multiple sources including:

  • Your social media connections – LinkedIn and Facebook
  • Your email (Gmail or Exchange)
  • Your CRM (Salesforce)
  • Websites that you visit
  • Your transactional data
  • Your KiteDesk network

KiteDesk will then aggregate and provide you with pertinent data from within your email, LinkedIn account, websites, and your Salesforce CRM (with hopefully plans for others in the future). This information can be accessed via icons that display in the appropriate places and they will also  indicate whether or not this person is already in my CRM and/or whether or not my KiteDesk network can provide me with connections. This eliminates open tabs and you don’t even have to go to KiteDesk to see this. Everything is delivered in one neat consistent pop-up that is called up with a mouse click regardless of where you are. More on these icons later.

It’s a new network and it’s yours

The key to being able to do this is your KiteDesk network. This network is different from your existing LinkedIn network. Optimally, your KiteDesk network is composed of your company team members who are willing to share their connection data. However, if you are a small or solo enterprise, like myself, you could build this same network from a group of your trusted connections.

As your KiteDesk network grows, so does your actionable data and opportunities because now I have information that tells me, for example, that while I am not first degree connected on LinkedIn to Fred Smith, I have 10 people in my KiteDesk network who are.

KiteDesk then scores both my connection to my network member as well as their connection to Fred who is my target. As an example, a score of 100/35 would indicate that, while I am highly connected to my teammate, that their connection to Fred may not be that strong (all of this based on previous interactions). However, another team member has a rating of 95 to Fred (strong) so I will, from within KiteDesk, request and introduction from them to Fred. Nice!

Little green men … everywhere!

Their icon system clean and easy to understand and all of these icon variations become available as a Chrome extension which provides you with two different types of notifications:

There will be a green or an orange kite shaped icon displayed in your extensions toolbar on your Chrome browser and this icon will reflect the web page that you are currently viewing. Green means that this web page domain is not found in your CRM while orange indicates that it is. There will also be a number which will indicate the number of your connections that are associated with this domain name/page. You can click on this for more info.

Within your email, LinkedIn account, and other pages you will see a green or orange person icon and the same color rules apply. Orange = CRM. Green = not in CRM. A “multiple person” icon indicates that you have more than one connection. Clicking on these will bring up your KiteDesk information pop-up which you can use for further research or to request an introduction from one of your rated connections. It should be noted that just a couple of weeks ago, LinkedIn began rolling out a “KiteDesk-like” feature of its own via its Professional Graph.

Connection Scoring

Your Salesforce CRM just got better!

The real power of KiteDesk comes to full light with your Salesforce integration. You are now able to create contacts (contact info will be auto-populated), add contact notes, and to search for and add leads to Salesforce and you can do all of this without having to go to Salesforce itself. Your Salesforce information will also be displayed in your KiteDesk info pop-up and KiteDesk icons will also be available in Salesforce.

At least at this time, KiteDesk has both free and paid platforms that are priced at $25.00/month per user and $50.00/month per user. Now, if you are a larger or enterprise level company, those numbers can add up. However, as with everything, you must weigh the benefits against the investment and if KiteDesk can meet those needed returns (and I think that it can) … it would definitely be worth a closer look!

KiteDesk is aggressively addressing relationship-mapping. How might you be mapping relationships right now in your own business?

About the Author:

Craig Jamieson

This monthly Social Sales column is contributed by Craig M. Jamieson. Craig has been in B2B sales since 1977 and during that time has served in a variety of positions including; sales manager, division sales manager, national sales manager, district manager, and as a business owner. He is the managing partner of Adaptive Business Services in Boise, Idaho which owns and operates NetWorks! Boise Valley B2B Networking Groups, is a Nimble Social CRM & HootSuite Solution Partner, a TTI Performance Systems VAA, and Craig also conducts workshops and seminars relating to sales and social business applications. +Craig Jamieson

Craig Jamieson
This monthly Social Sales column is contributed by Craig M. Jamieson. Craig has been in B2B sales since 1977 and during that time has served in a variety of positions including; sales manager, division sales manager, national sales manager, district manager, and as a business owner. He is the managing partner of Adaptive Business Services in Boise, Idaho which owns and operates NetWorks! Boise Valley B2B Networking Groups, is a Nimble Social CRM & HootSuite Solution Partner, a TTI Performance Systems VAA, and Craig also conducts workshops and seminars relating to sales and social business applications. +Craig Jamieson
Craig Jamieson
PeopleLinx

Comments

  1. says

    Thanks for covering the KiteDesk Platform! We’ve added our decorations to some other applications too – like Marketo, Eloqua, Silverpop, eTrigue, and Meeting Mapper. So the green and orange icons can be found in those apps as well.

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