Nathan leads LenderCast, which provides sales development as a service for commercial lenders. But their real mission is to end homelessness and break the cycle of generational poverty in the lives of our employees. All of their SDRs are hired from local homeless shelters, and they are amazing.

What do you like best?

The system helps keep me accountable for holding weekly one-on-ones with each of my employees, and gives me a structured format to follow (a BIG help early on). We are a metrics-focused sales organization, so one of my favorite side benefits is the metrics tracking and visualizations in WideAngle. All the data flows over from Salesforce every 15 minutes, and gives me a near-real time view on # calls, meetings set, opportunities created, etc., all displayed in pretty graphs with target lines. Plus, it’s super easy to use and our sales reps love it!

What do you dislike?

The current mobile experience isn’t great. Often times we do our one-on-ones outside, so I need to be able to pull up the brief on my iPhone. It works OK in landscape mode, but is certainly not optimized for mobile (yet!). I’d like to see more variety in the template questions, especially if we roll this out to non-sales employees in the future.

Recommendations to others considering the product

If you’re committed to improving business results and see one-on-ones as an important step to get there, I would HIGHLY recommend you get WideAngle.

What business problems are you solving? What benefits have you realized?

WideAngle helps make sure we have regular and effective one-on-ones. The weekly briefs give me a chance to ask things of my employees to help bubble up information/problems/concerns, which gives our SDRs a chance to contribute to the organization’s success in other more strategic ways. We also use the weekly briefs as a way to keep our core values top of mind. We have sees huge benefits from WideAngle, since true working relationships are built through regular, open communication fostered in our weekly one-on-ones.

Read the full G2 Crowd Review