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BANT powered by Ateko

Improve Lead Qualification With BANT

Overview

See How BANT powered by Ateko Works

  • BANT+C is installed and added to the Lead page layout. Once installed, it acts as a guide for SDRs and/or AEs to qualify leads, based on establishing Budget, Need, Authority, Timeline + Competitor.

  • SDRs know how to qualify raw leads, AEs can prioritize their efforts, and Sales leadership will be more confident in the Sales pipeline.

BANT is a sales qualification framework that gets your whole sales team (SDRs, AEs and leadership) speaking the same language. Every prospect is evaluated against the same defined criteria: Budget, Authority, Need and Timeline. BANT+C brings that framework right into Salesforce. Add it to your Lead and Opportunity record pages as a Lightning component, or embed it in your page layouts if you’re on Salesforce Classic. Once it’s in place, a step-by-step wizard guides SDRs and AEs through qualification: Budget: capture the prospect’s budget. Authority: confirm whether your contact is the decision maker, influences the decision, or is part of a team buying decision. Need: record whether a need exists, or work to create one. Timeline: set the planned purchase date with a built-in date picker. Competitor: by popular demand, Ateko added Competitor to the process. Tag the tools a prospect already uses with one click, or flag that no competitor is in play. Every step has room for notes, and a progress indicator shows how far each record’s qualification has come. Answers save in one click, so everyone who opens the record sees where the deal stands.

Categories

Business Needs
Sales Intelligence
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

More from Ateko (formerly CloudKettle)

  • by Ateko (formerly CloudKettle)
    As a Salesforce Summit Partner, we understand the technologies that fuel your organization. With extensive experience in Sales Cloud, Service Cloud, Marketing Cloud, Data Cloud, Agentforce, CPQ, and CRM Analytics, we serve clients across North America.