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Attention B2B sales leaders of manufacturers, distributors and service providers

Are you looking to grow sales using sales automation?

A custom B2B loyalty program helps to automate your inside and field sales process, and increase sales and profits from your customers.

Increase sales and improve customer retention with a turnkey, performance-based B2B reward and incentive program

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Sales process automation

Most B2B sales organizations have a common problem – too few salespeople to properly engage more customers and drive customer growth. Many sales teams direct most of their attention to the top 20% of customers, leaving less time for the bottom 80% of accounts, who represent the greatest opportunity for sales growth. If only you could better serve them...

As a sales leader in your organization, you’d like to realize those sales and profit growth opportunities, without increasing your headcount or sales budget. 

Increase sales and improve customer retention

A Lift & Shift B2B loyalty program is a powerful sales automation tool that helps develop the unrealized potential for all accounts – especially the 80% that your team may not be able to call upon regularly, if at all.

Our data and analytics department uses your sales data to identify purchasing gaps and opportunities for every account. We then work with you to develop performance-based reward offers that are directed to the appropriate customers, supporting key sales tactics such as cross-selling customers across multiple product categories, up-selling customers to higher margin products, helping achieve excess inventory reduction, and encouraging more e-comm sales through your web ordering system.

Lift & Shift will automate your program business rules, ensuring any customers who meet your specific criteria always receive the appropriate customer growth offers without you needing to lift a finger. Our proprietary Offer Rules Engine will ensure your targeted program offers are delivered to the right customers every time, helping you achieve your market penetration goals.

Our performance-based reward platform will then deliver motivating and highly targeted reward messaging to each customer, supporting your sales team and helping to incentivize ALL your customers to make these purchases from you, instead of your competitors. You can also create special customer acquisition bonus offers for new account openings, further entrenching your channel penetration. 

Your sales team will be able to leverage this automated sales tool to increase sales and profit margins – without increasing sales costs and overhead.

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Your customizable sales automation tool

We build a fully automated B2B customer reward program that is completely customized to your specific sales objectives and needs.

We administer the program and update it as needed so there is no additional effort or investment required by your team.

We reduce the cost of your sales outreach while increasing revenue, 100% cost-effectively.

Traditional rebate or discounting tactics routinely cost 5–10% of sales or more, but our sales automating reward programs cost less than 1-2% of program-eligible sales.

Best of all, our automated programs are completely performance-based; rewards are only earned by customers when they make the purchases you want them to, and you set the reward values to reflect your margins and sales opportunity values.

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How we do it:

Set clear program goals

We review your customer segments, sales channels and sales goals to determine the optimal reward program structure and reward rules for your organization.

Build the program

Our team of reward professionals expertly builds a best-in-class B2B loyalty program, including all program assets (reward website, reward statements, program introduction materials, etc.) based on your objectives, target customers and sales data sources (direct or distributor).

Develop offer matrix

We review historical sales data (direct or distributors) for all target accounts and identify purchasing gaps and opportunities. We then work with you to assign reward values for all potential sales outcomes, by account, ensuring a highly personalized and relevant customer experience.

Grow your sales – profitably

Your program will be performance-based – customers will earn rewards ONLY if they make the specific purchases set out for them individually in the program structure. Everything is tracked automatically by our reward rules engine. The incremental sales and gross profit delivered by your program will pay for all program-related costs many times over, assuring you excellent ROI on every dollar invested. Program ROI reporting is provided by month, quarter, year, and/or by individual sales campaigns.

Frequently Asked Questions

Frequently Asked Questions
    How do you track the ROI of a reward-based, automated sales program?

        Very easily. All reward offer costs are “performance-based” and tied to actual purchases. No purchases? Then, no reward costs. We work with you to structure offer values that make sense for your margins and your customers. Proper offer cost relative to the associated increase in sales and profit margins ensure great ROI every time. 

    What sales channels are best served by an automated sales program?

        Your program can be easily customized for any sales channel or target audience. The sales data is the key. Sales targets and margins vary. Your program should reflect these nuances and be tailored to each opportunity. One size does not fit all, and your program should be structured this way.

    How personalized can an automated program be when engaging my customers?

        Welcome to wonderful world of big data! An automated sales reward program is easily customized down to the smallest detail. We can segment your customers according to any specific sales criteria – who bought what, when, how much, how often, what products, what categories, what bundles…the opportunities are almost limitless. Any detail included in your sales data can be used to automatically personalize your customer experience and create highly relevant purchase offers that will heighten engagement, boost retention and drive incremental sales and profit.

    What size of company benefits most from an automated sales process?

        The more customers you have, the greater the opportunity to benefit from an automated sales reward program. Any B2B company with more than a couple of hundred customers who has concerns about keeping sales costs in line, should have a B2B reward program. It is a highly useful and cost-effective tool your sales team can leverage to boost productivity and results, without increasing anyone’s workload. Let your data do the work.

    How much time will I need to invest in an automated sales program? I already have my hands full and can’t add to my team’s headcount.

        Lift & Shift’s proprietary B2B reward platform technology is the key driver behind the automation of this important sales process. Your involvement is limited to less than an hour a month. Lift & Shift works with you before launch to establish the customer segment goals and reward values, then we take it from there. Our professional team of full-service reward program specialists build and then manage your program according to your direction and sales goals. We meet once a month to review sales results, program ROI and determine what short term or tactical campaigns you may wish to add… and that’s it. We do all the heavy lifting while you focus on other things.

    What sales analytics are available through Lift & Shift’s automated sales reward platform?

        Where do you want to begin? Lift & Shift’s Data and Analytics department can provide analysis and reporting on virtually any sales metric you can imagine. Using proprietary algorithms, we are able to sift through vast amounts of sales data to identify any sort of desired sales or purchasing activity and group “like” customers into segments based on their shared behavior.

        Common analyses include category/product/brand/SKU purchasing gaps, product purchase bundles or associative purchasing, purchasing volume drop off, customer purchase scoring, and purchase growth vs. previous periods. Basically, anything included in your sales data can be analyzed and then used to populate your reward program offer matrix, delivering a highly personalized and relevant customer experience. 

        The program automation ensures optimal impact on sales thanks to the targeted nature of the program offers and customer communications.

        Program impact and ROI analysis is then developed, clearly illustrating how well your program is working against your goals, and offering insight to further program enhancements or refinements to generate even better ongoing sales process automation results.

Take a quick tour of our reward-based B2B sales automation platform and see how it can work for your organization

In a free, no-obligation 30-minute strategy session we will show you how we use your customer data to drive the reward-based sales automation and increase sales and profit margins by incentivizing customers to direct more category spending to you— at the expense of the competition.

LP Sales Automation

What our clients say

We're proud of the many clients we have helped to grow their sales, improve their customer retention and increase their profits.

We did an extensive review of vendors in the marketplace and Lift & Shift stood head and shoulders above the rest with their integrated communication platform and data analytics capabilities. Their focus on delivering ROI made it an easy decision for us.

SENIOR MARKETING MANAGER
Manufacturer, Building Products Industry
I used to manage my rewards program internally, but transitioning to a full-service agency has proved to be the perfect choice. It has relieved me of all the hassle, allowing me to concentrate on other aspects of my business
VICE PRESIDENT, SALES
Transformer Manufacturer

We are going on our fourth year utilizing the Lift and Shift reward program, and I could not be happier with the program and the relationship we have established.  The knowledgeable account representatives constantly bring new suggestions and ideas to the table, along with new enhancements within the program’s platform… allowing us to maintain a consistent “fresh” program for our extensive dealer base. 

SALES DIRECTOR
Leading Automotive & RV Aftermarket Distributor

The Lift & Shift team has given us exceptional service and support. The program has increased our annual visits by 7%.  When we compare customers who visited more than once, we see an increase in sales by more than $2M.  A good portion of that growth can be attributed to the loyalty program, helping to encourage customers to return to our stores for more services.

EXECUTIVE DIRECTOR
Tire, Brake & Service Company

Our company has been very impressed with the professionalism and quality of the Lift & Shift team. The program was easy to implement, with the website and supporting tools, first class. Most importantly, we are seeing the loyalty program shift customer behavior. Enrolled customers are up 37% within a few months of launch. We are definitely getting an extra look from customers who want to maximize their point totals. Highly recommend the program.

PRESIDENT
Wholesale Distributor

The Lift & Shift team are very good at sharing best practices on how to configure offerings to the customer base. Customers in the program are tracking higher sales percentages than the customers who are not enrolled. Lift & Shift has the best interests of the client at heart.

DIRECTOR, PRIVATE BRANDS
Specialty Automotive Equipment Distributor

About Lift & Shift

Lift & Shift offers a powerful B2B reward platform that can help your company leverage its sales data to drive incremental purchases with customers and channel partners or motivate sales staff. We work with manufacturers, distributors, and service providers to analyze sales data, identifying purchasing gaps, and other valuable targeting opportunities.

We create and deliver highly relevant offers to customers, in-house sales staff or sales associates, motivating your target audience to respond, using a wide array of appealing reward options as influencers. Our performance-based reward structures deliver an unparalleled return on investment, with absolutely no wasted budget. 

Our customizable reward platform enables clients to easily benefit from a robust loyalty reward program. It's affordable and includes Lift & Shift’s turnkey professional program administration. We take care of everything, so you can focus on your key initiatives.

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(855) 999-1122

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