LeadSimplified - How It Works

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Lead Simplified How it works

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Transcript of LeadSimplified - How It Works

Page 1: LeadSimplified - How It Works

Lead Simplified

How it works

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Visit us at www.leadsimplified.com

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Register your Organization to

receive a 14-day free trial

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Login with your account credentials

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KPI Dashboard

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Dashboard (Key Performance Indicators)

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

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Keep track of enquiry status

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Keep track of your follow-up

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Know where your enquiries are coming from

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Keep a track of today’s followups and enquiries

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Reports are available for day, week and month

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Reports are also available user-wise

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Enquiry

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Quick access to enquiry details along with the Dashboard

Get Enquiry details in single click alongside

the dashboard

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Enquiry Details

Click to view entire enquiry details

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Enquiry Details

Export to PDF and Email your enquiry details

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Enquiry Details

Details of the enquiry

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Enquiry Details

Details of the Contact

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Enquiry Details

Details of all the interactions related

to this enquiry

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Enquiry Details

LeadScore calculated using BANT analysis

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Checklist showing details of steps completed so far

Enquiry Details

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List of Enquiries

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Create Contact

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Create Enquiry

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Create Enquiry

Assign Enquiries to right salesperson

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Create Enquiry

Assign a referrer, if the enquiry

is referred by someone

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Create Enquiry

Select the source from which the

enquiry has originated

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Create Enquiry

Select appropriate values for getting right Lead Score

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Create Enquiry

Select the right stage of the enquiry life-cycle

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Follow-up

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Manage Followups

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Manage Followups

Keep track of your followup schedule

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Followup Alerts to keep you informed

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Reports

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Extract Reports

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Extract Reports

Comprehensive list of reports to keep you updated

with information

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Manage Settings

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Manage Users

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

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Streamline your Sales Process Checklist

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Thank you!