Oct 3, 2024

Point-of-Sale Leader, SumUp, Sees 400% more Sales Activity Collected with Leadbeam

About SumUp

SumUp is a global leader in point-of-sale systems, valued at $8 Billion, specializing in payment solutions and loyalty programs for small and medium businesses. In 2024, SumUp has raised $1.6 billion to expand its field sales operations in the US, with a clear mission: to help small businesses thrive. But with scaling operations, came challenges every field sales team has faced. 


The Data Challenge

With the rapid expansion of their field sales teams in the US came challenges that prevented SumUp from reaching its revenue potential in the US. 

Hours Wasted on Data Entry 

Reps spent up to 2 hours daily on manual data entry into Salesforce, often taking away time from family at the end of their day. The time spent updating CRM is always the least favorite part of every rep’s day. 

Missing and Inaccurate Data

Despite reps spending a lot of time on data entry, Salesforce data was often incomplete or inaccurate, and most of their data was not reflected as activity in Salesforce. 

Poor Data has Revenue Impact

Without real-time data updates, reps at SumUp couldn’t keep track of opportunities most likely to close. And without lead-level data, managers could not create reports and insights, creating blind spots in their strategy. In other words, bad data means lost revenue. 

The Solution

Enter Leadbeam: our solution is the fastest CRM experience to ever exist, reducing time it takes reps to updates to just seconds. By leveraging cutting-edge Voice and Image AI and location intelligence, reps, managers and leadership at SumUp are seeing massive gains to their productivity and clear impact to revenue. 

Voice AI 

After visiting a local business, SumUp reps are leaving short voice notes that are instantly transferred to structured CRM data.  Leadbeam updates everything—leads, forecasts, tasks. No more manual data entry after a long day on the road. This data is far richer, especially since it’s captured on the spot, than the data SumUp was capturing before.  

Photo AI 

Reps are taking pictures of business cards, restaurant menus and even handwritten notes and within seconds, Salesforce is updated with accurate information. 

Easy Access to Information 

On the spot, reps are able to access information that helps them sell. Leads are queued up and ready, allowing reps to drop in on more prospects and log follow-ups instantly.

1 Day Onboarding

Within just a few hours and white glove support from the team, Leadbeam was integrated into SumUp’s Salesforce instance. The first reps were able to join the platform the next day.

The Impact: Massive 

Time saved: 30 minutes for every 10 doors swung, often 5+ hours a week. 

Activity captured: 4 times more tasks were logged post-Leadbeam vs. before

Efficiency unlocked: Real-time data meant discovering the best days, times, and industries to target—leading to more booked meetings and more closed deals.

What SumUp Has to Say:

"You have been great and exceeded all expectations on my end. To have a tool and a partner that salespeople embrace is rare." - David Strauss, SVP of Sales @ SumUp

"The people who are using Leadbeam are becoming a lot more efficient with their time." - Michelle Czarnecki, Head of Outside Sales @ SumUp

What’s next

After a very successful implementation of Leadbeam’s CRM companion, SumUp is now a part of our beta program for LeadMaps. This cutting-edge tech recommends the best prospects based on a reps location and preferences, so that they can be even more productive, and close more deals. More updates on this soon! 

Conclusion

Leadbeam is one of the top softwares that SumUp has ever implemented, and the success we’ve seen with their sales reps is truly game changing. SumUp’s field team went from juggling too many tasks to maximizing productivity with streamlined sales processes. Now, they’re booking more meetings and closing more deals, faster. SumUp is committed to growing its field sales presence in the United States and around the world, and Leadbeam plays a pivotal role in this program. 

Try LeadBeam, your ultimate CRM companion today

Don’t be data entry police. Give your outside sales teams the first tool they love.

Try LeadBeam, your ultimate CRM companion today

Don’t be data entry police. Give your outside sales teams the first tool they love.

Try LeadBeam, your ultimate CRM companion today

Don’t be data entry police. Give your outside sales teams the first tool they love.