LeadSimplified - How It Works

Post on 14-Jan-2015

506 views 2 download

Tags:

description

 

Transcript of LeadSimplified - How It Works

Lead Simplified

How it works

Visit us at www.leadsimplified.com

Register your Organization to

receive a 14-day free trial

Login with your account credentials

KPI Dashboard

Dashboard (Key Performance Indicators)

Keep track of day-to-day enquiry and followup activity

Keep track of enquiry status

Keep track of your follow-up

Know where your enquiries are coming from

Keep a track of today’s followups and enquiries

Reports are available for day, week and month

Reports are also available user-wise

Enquiry

Quick access to enquiry details along with the Dashboard

Get Enquiry details in single click alongside

the dashboard

Enquiry Details

Click to view entire enquiry details

Enquiry Details

Export to PDF and Email your enquiry details

Enquiry Details

Details of the enquiry

Enquiry Details

Details of the Contact

Enquiry Details

Details of all the interactions related

to this enquiry

Enquiry Details

LeadScore calculated using BANT analysis

Checklist showing details of steps completed so far

Enquiry Details

List of Enquiries

Create Contact

Create Enquiry

Create Enquiry

Assign Enquiries to right salesperson

Create Enquiry

Assign a referrer, if the enquiry

is referred by someone

Create Enquiry

Select the source from which the

enquiry has originated

Create Enquiry

Select appropriate values for getting right Lead Score

Create Enquiry

Select the right stage of the enquiry life-cycle

Follow-up

Manage Followups

Manage Followups

Keep track of your followup schedule

Followup Alerts to keep you informed

Reports

Extract Reports

Extract Reports

Comprehensive list of reports to keep you updated

with information

Manage Settings

Manage Users

Manage Sources (eg. Magazine/Newspaper/Ad campaigns, etc.)

Streamline your Sales Process Checklist

Thank you!