Manage every lead, every call, every text from one screen. Set appointments, track response times, and convert more leads into showroom visits with purpose-built BDC tools.
Key Features & Benefits
- Click-to-Call — Call leads directly from the CRM with automatic logging, duration tracking, and notes.
- Two-Way Texting — Send and receive SMS messages from within Desk2Deal. Templates and merge fields save time.
- Appointment Scheduling — Schedule showroom appointments with calendar integration, confirmations, and reminders.
- Response Time Tracking — See exactly how fast your team responds to every lead. Speed matters — Desk2Deal tracks it.
- Lead Alerts — Instant notifications for new leads — email, SMS, push. Never miss a hot prospect.
- Conversion Tracking — Track lead-to-appointment and appointment-to-sold conversion rates for every rep and source.
- BDC Dashboards — Real-time metrics — calls made, texts sent, appointments set, shows, sales. Know your numbers.
- Automated Sequences — Set up multi-touch follow-up sequences — email Day 1, text Day 2, call Day 3 — all automated.
- Team Queue Management — Manage lead queues, redistribute unanswered leads, and ensure no prospect falls through cracks.
What You Can Do Every Day
- Check morning lead queue — prioritize hot leads by recency and engagement
- Make initial contact calls and texts within 5 minutes of new leads
- Follow up on pending appointment confirmations for today
- Execute automated follow-up sequences for aging leads
- Schedule and confirm showroom appointments with customers
- Log all customer interactions — calls, texts, emails, notes
- Monitor response time metrics and adjust staffing as needed
- End-of-day report — leads worked, appointments set, conversion rate
Frequently Asked Questions
How fast can my BDC respond to leads?
Desk2Deal sends instant notifications when new leads arrive. With click-to-call and quick-reply templates, your BDC can respond within seconds of lead submission — beating the critical 5-minute response window.
Can we automate follow-up sequences?
Yes. Build multi-step sequences with email, SMS, and call tasks. Set timing between steps, add conditions (like 'if no response'), and let the system keep leads warm while your team focuses on hot prospects.
How do we track BDC performance?
Real-time dashboards show each agent's calls, texts, appointments set, show rate, and conversion to sale. Compare agents, track trends, and identify coaching opportunities.
Can customers book appointments online?
Yes. Share appointment booking links via text or email. Customers select their preferred time, receive confirmation, and get automated reminders — reducing no-shows by up to 40%.
How many calls should a BDC agent make per day?
Top-performing BDC agents make 80-120 calls per day, resulting in 20-30 meaningful contacts and 8-12 appointments set. Quality matters more than quantity — a well-trained agent on fewer calls will outperform a volume-only approach every time.