Lead Management

Key Features

• Add and manage new leads from website, telephone enquiry or direct enquiry. Leads details are captured directly from the website
• Classify leads into hot, warm and cold depending on follow up response. And decide the next action of plan for each such leads
• Assign lead responsibility to employees or a team. This will prioritize their objectives.
• All follow up details can be attached to each lead with notes, comments or remarks
• Create email and SMS templates and save them for future use. These templates are used to send follow up emails and messages to leads and prospects.
• Send follow up emails to leads and prospects. The number of follow up emails and messages will display on the leads and prospects account
• All the pending enquiries and leads details can be used for future campaigns and promotions
• Manage, view, update lead status. Update lead feed back and remarks.
• Search lead or prospect information. Move lead or prospects details from one category to other category.
• Send bulk emails and SMS's to all the active leads in the application
• Send reminder follow up emails and messages to all the cold or inactive leads in the application
• Categorize enquiries / leads on services requested and move them to the respective domains
• Categorize enquiries / leads on services requested and move them to the respective domains
• Block an IP address or a group of IP addresses.

Benefits

• Easy user interface and can be accessed anytime, anywhere and on any device.
• No need for a full time administrator
• Centralizing marketing accounts and improves sales forecasting
• Reduce the sales cycle and increases revenue
• Increases sales executives performance and productivity. Improve sales tracking process
• Monitor and keep a track of all the ageing sales leads. Gives quick access to lead status
• CloudERP4 Lead management speeds up sales lead distribution process. All the sales lead can be manually and auto distributed to employees on time
• Optimize communication with qualified prospects. Improves customer satisfaction by faster response to enquiries and helps to convert qualified prospects to confirmed clients
• Reduces paper work and is fully customizable and scalable
• Our Lead management helps any business to increase their ROI and decreases TCO