Lead Management Software
Lead Management Software – Capture, Distribute and Track leads within your sales teams.
A work flow to help sales people follow-up and ultimately close more leads
Posted on 05. Jul, 2011 by Duncan Macdonald in Features, Lead Management, Lead Management Blog
|
||||
 |
A summary of the new leads and those that remain open. These are the leads that are active in your pipeline, requiring further follow-up or action. The To Do’s section shows scheduled actions and reminders you have set yourself. It is prioritized by the most urgent and overdue with a summary of what is required.Want to a quick snapshot to see how you are performing? The chart gives a great overview of both you and your teams lead and pipeline status. A quick and easy way to judge your progress and potential. | |||
|
Selecting the Leads you want to work on. Mirroring modern lead flow, your leads are automatically designated as either Leads or Opportunities based on their stage in your customized pipeline.
|
||||
 |
The Lead tab and the Opportunity tab both provide filters so you can generate summary lists of the leads you want to work on. Then just click on any lead for a detailed view.
With one click, convert leads to opportunities or simply close leads that require no further action.
If the Lead needs re-assigning to a different person there is even a simple option for this.
|
|||
| Following up Leads. We know that not all leads will close straight away. Leads can take between 5 -7 conversations to reach an outcome, so we have provided tools to assist Follow-up, and add To Do’s and Notes. | ||||
 |
With a full view of the contact, you have all the details captured about the lead, and any further information they provided. This means you are as prepared and knowledgeable as can be when you follow-up and initiate the sale process.Schedule multiple To Do’s for further actions and you will be reminded by email when they become due.
|
|||
| Moving leads through your pipeline and then close them. As you follow-up, re-visit leads and advance them towards a sale, easily mark this progression by changing the pipeline stage as well as adding the Lead Value. | ||||
 |
When the lead is ready to convert just mark as Sold with the date and then no further action are required.Again we realize not all leads will convert successfully but it is important to know why you lose deals. When you mark a lead as lost you can provide a reason why and then at a later date see if there are common reasons that can be addressed. | |||
| Understanding what is happening with your team.You will be equally at home if you are a sole user, part of small team or running a multi-tiered marketing/sales organisation. | ||||
 |
The dashboard and reports will reflect your organisation and show insight and the results of your efforts.
Managers can see how their team is performing as a whole as well as at an individual level.
|
|||
|
Use the reports to balance the work load and kick ass. Reporting is vital for the success of a business and the performance of an individual. All users have access to the reports library. |
||||
 |
All reports have a specific purpose; managing the activity of your sales team, monitoring individual performance, clearing bottlenecks, understanding the best performing lead generation activities, planning the growth of your business. | |||
B12Leads is an online lead management tool to capture, distribute and convert leads. Everything you would expect from a CRM tool but with a focus on keeping track of leads and your sales teams. An affordable solution that has everything you need to take control of your sales pipeline.
