Login

ShareBuilder CRM 2.2.23 Release Notes

by | Feb 2, 2023

Why waste time on cold calls when you can make 25 warm, value-driven touches in the time it used to take to make five cold calls?

Let’s face it — the world of broadcast is changing, and your team doesn’t have time to waste chasing outdated leads or second-guessing who the right contact is. Every call, every email, every outreach should be strategic, and that starts with having the right data.

That’s where Data Enrichment, powered by the ShareBuilders Assistant, comes in.

The Hidden Cost of Cold Calls

Cold outreach is the least efficient part of the sales process. Reps spend valuable time hunting down contact names, verifying titles, guessing email formats, and navigating outdated org charts — often just to be met with radio silence.

It may not be that your pitch is wrong. It’s that your data isn’t working hard enough for you.

Data Enrichment solves this by doing what no spreadsheet ever could: it intelligently fills in the blanks, updates stale records, and gives you the confidence that your message is reaching the right person at the right time — with the right message.

Smarter Outreach Starts with Enriched Data

Imagine opening your CRM and instantly seeing:

  • The correct contact with title, email, and phone number

  • A full DISC assessment of the contact you are reaching out to

  • Pain points and insights for every account

  • Brand logos, colors, and taglines

  • Past activity and pending revenue, all in one view

That’s not a dream — it’s data enrichment done right.

Powering Personalization with Purpose

Today’s buyers don’t respond to generic outreach. They respond to personalized, value-driven conversations that prove you’ve done your homework. That’s why Data Enrichment doesn’t just clean up your CRM — it powers strategic VBRs (Value-Based Reasons) that connect to real challenges and opportunities.

Whether you’re prospecting new business, upselling, or renewing, your team can confidently engage with messaging that resonates.

With the Data Enrichment Assistant, your team can:

  • Identify Relevant Contacts: Stop guessing and start connecting with decision-makers and influencers.

  • Keep CRM Records Up to Date: Automatically capture changes in leadership, ownership, or structure across brands and stations.

  • Craft Stronger VBRs: Leverage insights to tailor outreach based on real business context and market dynamics.

  • Accelerate Sales Cycles: Spend less time researching and more time selling.

  • Drive Higher Response Rates: Personalized, relevant outreach cuts through the noise and earns replies.

More Than a Tool — It’s a Revenue Strategy

Data Enrichment, powered by the ShareBuilders Assistant, is more than just a feature. It’s a sales enabler designed specifically for media sales teams who want to get serious about performance.

For national reps juggling dozens of accounts or local sellers trying to stand out in a competitive market, data enrichment means every touch is smarter, faster, and more likely to convert.

Built for Media Sales. Backed by ShareBuilders.

At ShareBuilders, we’ve spent decades helping media companies grow smarter and sell better. We know how fragmented ownership groups can be. We know the importance of timing, trust, and targeting. That’s why our Data Enrichment is purpose-built for the unique needs of your industry.

So whether you’re working in television, radio, out-of-home, or digital, we’ve got your back.

Ready to Activate Warm Leads at Scale?

Reps shouldn’t have to choose between volume and value. With ShareBuilders, they don’t have to. The Data Enrichment Assistant transforms your sales outreach by turning disconnected data into connected opportunities. Click the button below to learn more or book a demo!

Let's Talk Data Enrichment!
feature alert2

New updates are coming to ShareBuilder CRM on 2/2/2023! The updates focus on the Pending List and Sales Analysis page. After receiving fantastic user feedback, we focused on items that would enhance our users’ experience.

Account Billing Summary: In order to make it easier to see where your revenue is coming from, we have updated the way that the account billing summary page works for each account in your system. Rather than viewing the billing by year only, you can now break the billing for an account down into business units and NRL values.

Pending List: The changes to the page make it easier for the user to locate pendings they need to view or modify. The previous layout made this task difficult, but by hiding the input fields for pending dollars behind a show/hide bar, visual noise on the page has been reduced. The update has been tested with a few managers and AEs and has received positive feedback.

Sales Analysis: With consistent usage of the page, ShareBuilder CRM has received feature requests and has made a few improvements to enhance the user experience. In addition to these changes, the headers on the detail pages have been cleaned up to provide a better understanding of the user’s view of a single object’s data in the CRM. This is a small step towards making the detail pages more user-friendly.

Check out a more specific list of what ‘s new with the Pending List and Sales Analysis below:

Account Billing Summary & Breakdown

Key Changes

  • You can now see billing totals broken out by business unit and NRL values.

Newacctbilling

Pending List Improvements

Key Changes

  • Pending items are now separated into individual card-like boxes for better visibility.
  • Input fields for pending dollars are hidden by default, the user must select the show more link to view and edit.
  • The pending description and account name have been split into separate rows for clarity.
  • The pending description has been given prominence in the card to encourage users to view pending details.
  • The plus icon for the latest activity is now always a link to add an activity for that pending.
  • The start and end dates are now included in the header of the pending.
  • The drop-down inputs have been slightly rearranged to bring focus to the most commonly updated fields.

Minor Changes

  • Drop-down selections are now uniform and use the standard input boxes.
  • The term Unadjusted Pending has been renamed to Pending and adjusted pendings are noted in the title.
  • The Pending by Month section now resembles mini-calendars.
  • The overview block for pending changes has been renamed from Pending Changes Since [date] to Changes Since [date].
  • The account name now includes an account icon for better recognition.
  • AE now has a person icon.
  • The visual warnings for close week and activity have a less intrusive yellow color.

ne pendings

Sales Analysis Improvements

Key Changes

  • A new filter is provided to view financials by AE Actual or AE List.
  • The option to quickly add pending when viewing accounts.
  • The SA View selector drop-down arrow and mouse pointer have been adjusted to make it easier to change views.
  • Bugs related to saving filters have been fixed.
  • The Home Page button has been renamed to “View Sales Analysis”.

For more information, please visit our knowledge base for support articles and training videos, or use our chat feature to reach out directly to a Customer Success Representative.

{{cta(’84a940da-7bdc-4296-8213-1e3e723715f3′,’justifycenter’)}}

Recent Posts