Information Technology

Introduction

Sales Lead Tracker® is a sales lead management solution. Its features like Sales Opportunity Management, Contact Management & Correspondence Management give you absolute clarity of the progress of your sales leads, leading to increased individual efficiencies & productivity resulting in higher conversion of prospective leads into confirmed orders.

Various permutations of the available reports in Sales Lead Tracker® put you in total control of your sales & provide critical inputs to plan your marketing strategy.

Sales Lead Tracker® helps in

• Provides effective control over sales follow up/activities
• Tracks & Automates correspondence including emails
• Manages your suspect/prospect/customer information
• Makes follow up fool proof
• Increases your hold over the sales opportunities
• Manages all enquiry documents/activities at one place
• Automates reporting
• Provides precise Sales MIS & Sales Funnel Analysis
• Monitors sales team performance
• Enhances sales manager managerial skills

Solution

• Ensures that prospects are followed-up at the desired time
• Tracks lead history & details about action / interaction efficiently
• Provides hundreds of queries and reports for won lost opportunities
• Helps to evaluate the effectiveness of sales leads
• Organize information about suspects & prospects

Lead Tracking

• Real time status update
• Intelligent lead assignment
• Cross functional collaborative sales activities
• Query based MS reporting
• Consistent & Measured sales success
• Perfect monitoring right from lead generation to sales closure

Advantages

• Maximize your sales efforts
• Gain control of your sales team
• Organize leads and streamline follow up
• Eliminate bottlenecks
• Increase Sales
• Drive Profitability

Features

• Customer/Prospects Management

• Organizes basic information about the suspects, prospects and customers
• Profiles and Categorizes all customers information intelligently and made available to the marketing and sales team

• Correspondence/email Management

• Profiles every incoming and outgoing communication & other documents, letters , emails etc. through an Electronic Correspondence Register.
• Enables quick retrieval based on multiple criteria. One can retrieve communication documents / emails for every contact, lead & sales activity.

• Campaign Management

• Enables you to plan different sales campaigns from the list of contacts available with facility of addition and deletion of targets as and when needed.
• Facilitates varied campaigns type like a mail campaign, an email campaign and also a tele-marketing campaign or combination there-of.

• Sales Activities/Follow up Management

• Facilitates to define your own sales cycle and track every sales activity done for every lead for every prospect/customer and keep tracks of all follow ups due.
• For every prospect/customer and keep tracks of all follow ups due.

• Sales Leads/Enquiries Management

• Tracks all relevant information about every lead/enquiry till you win or loose the sale.
• Provides information about Sales Pipeline like Leads Not Closed, Won, Lost etc.
• Hundreds of reports can be generated to assess the Sales Funnel.

• Customer Interaction Management

• Tracks every interaction done with a target or a customer whether it is phone call, meeting, appointment etc.
• Who have interacted with whom and what was the outcome of the interaction and when will be the next interaction requires.
• Hundreds of reports can be generated to assess the Sales Funnel.

• Correspondence & email Automation

• Automates document / letter / emails preparation with Microsoft® Word & Outlook by using the power of Template Management.
• Provides interface in Microsoft word, Excel & Outlook to create documents and emails.

• Marketing Collateral/Template Management

• Organizes all marketing collaterals and master communication documents and templates well
• Provides access to collaterals and master communication documents and templates to the Authorized sales/Marketing team

• Greeting Management

• Tracks greeting dates/events such as Birth days, Spouse Birth days, anniversaries etc.
• Facilitates to generate bulk letters/emails etc. to greet.

• Quotes /Proposals Automation & Management

• Automates quotation creation process from the details of leads/enquiries itself.
• Facilities to rename Quotation as proposal, bid, estimate etc. as per the prevailing practice in the organization.

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