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Attention Directors of Sales of B2B Companies

Are you looking to grow your sales with Sales Automation?

A custom B2B Loyalty Program automates your insidesales process and increases profit from your customers.

Sales process automation

Most B2B companies have the same problem: the sales team directs most of its attention to the top 20% of customers and has less time for the bottom 80% who represent an incredible growth opportunity. 

As a Sales Director you will want to increase profits without an increase in the sales budget. Let us show you how we use sales automation to activate the remaining 80% of your customers.

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Increase sales and improve customer retention

A Lift & Shift B2B loyalty program is a sales automation tool that develops the unrealized sales potential from the bottom 80% of your customers with a turn-key, performance-based reward program. 

Our regular email campaigns are your automated salesperson, providing your customers with relevant and attractive opportunities to earn rewards for purchases. 

With our platform you will increase sales and profit margins by incentivizing customers to direct more category spending with you.

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Your custom sales automation tool

We build a custom rewards program which is completely customized to your needs, and run it for you so there is no additional effort for your sales team.

In the process we reduce the cost of your sales outreach. Traditional rebate programs cost up to 12% of revenue, but our sales automation platform brings cost down to less than 4% of revenue without any significant effort from your sales or marketing team.

Best of all, our growth-based program pays for itself. Your customers are rewarded when they become more valuable to you, and with our performance-based fee structure we only get paid when you sell more. 

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Here's how it works

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.

Client testimonials

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

Find out more about sales process automation for B2B companies

In a 15-minute strategy session we will show you how sales process automation can increase your sales and profit margins by incentivizing your customers to direct more category spending with you. 


LP Sales Automation 2

Frequently asked questions

Frequently Asked Questions
    How do you track the ROI of your sales automation program?

        All reward offers 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 a sales automation process?

        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 do you personalize the communication with 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 this take for my team?

        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.

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About Lift & Shift

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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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