Lead Management

 This module stores all contact information within a database, so the sales repository can manage their pipelines, create quotes and process the orders. Contact information can be exported into a spreadsheet or another third-party application.

1. Lead Capture--

• Use the predefined statistics pages to get useful information about your company.
• Analysed your performance as well as the performance of your sales representatives.
• Choose which information you want to see on your lists. Filter and sort them based on any criteria.
• Admin can also reuse the project to create new tasks to begin and track the project execution.
• Link any data (events, quotes, orders ...) to your opportunities, so that you can easily find all information from the past with respect to the opportunity.
• Include predefined products to save you time, or enter full content manually.
• The main purpose of lead capture forms is to collect contact information by giving customers something in exchange for their data.

2. Lead Distribution--

• If predefined fields do not match your needs, add your own custom fields of any type (string, amount, date, checkbox, combo list ...) to the form...
• Use your opportunities for a 360-degree view.
• Define an amount and a probability for winning your opportunities, so that you can have an idea of what will be your expected turnover.
• Change the status of your opportunities into "Won" or "Lost".
• Lead capture pages are dedicated landing pages used for specific marketing campaigns.
• Forms with multiple fields can reduce the conversion rate.

3. Lead Generation--

• Attach any notes or files to your prospect/customer sheet.
• Merge third parties to remove duplicate records...
• If you want, you can create one or several alternative addresses for each of your prospects or customers (one record/address for the director, another one for his or her assistant, another one for the delivery of legal service representative, etc.).
• Just modify the status in one click from the list view without even opening the prospect sheet...
• Set the status and potential of your prospects.
• Create a project report sheet for each and every employee as well as customers or clients.

4. Lead Management--

• Lead Management techniques have 87% higher conversion rates.
• Lead Management provides a new avenue for capturing leads on your website.
• A lead Management not only takes care of your bottom of the funnel but can support your entire conversion journey.
• Use lead Management to promote content downloads and improve your lead capture in the awareness stage.
• Valuable lead contact information can also be sent from the chatbot directly to your sales team.
• Your company’s business goals and objectives should define what you are ultimately trying to achieve with the lead management.

5. Lead Segmentation--

• Create your quotes as well as commercial proposals and send them by email from within the application.
• Enter events or set up reminders in the agenda. Link any data (events, quotes, orders ...) to your opportunities,
• Use A/B testing to determine which targeting is the most effective.
• Designed the flow of your lead segmentation while keeping your business goals in mind.
• Customers and prospects can directly schedule a demo, book an appointment or make a reservation in the lead segmentation.
• Define an amount and a probability for winning your opportunities, so that you can have an idea of what will be your expected turnover.