Tracking Sales Leads and CRM

Sales Process - Pipeline:

There are eight pipeline stages that can be configured to suit your sales process. Each sales lead progresses through the 'pipeline' which allows key events to occur e.g. producing a quotation, starting a job etc.

Quick Notes:

There are a series of "quick notes" that can be used to speed up the recording of any interaction with the client (e.g. phoned but said to call back in 7 days, called but no answer, call back tomorrow).

Product Interested in:

A predefined list of products that you specify can be used to record what the sales lead is interested in.

Sales Channel:

You create your own unique list of sales channels that represent where the sales lead came from and allows you to track the most popular sources of lead. 

Departments:

You create a list of your departments that you would like to segment your sales leads into.  

Sales Person:

Each sales lead can be assigned to one of your sales people so that ownership and sales values can be tracked and later analysed

Sales Actions:

Each time a note is added against the sales lead you also define the target date for the next interaction and the name of the task owner.

Each owner then has a full overview of their tasks across all sales leads and due dates. Alerts then automatically appear for the assigned user.

Sales Lead Converion:

Once the sales lead has been converted into a successful sale, a job is automatically created and associated with that lead. Every job has a lead so any financial analysis or report can not only provide job performance data but can also link right back to the first interaction with the lead.