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Features of Sales Lead
Tracker |
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Contact
Management
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 Contact Management in
Sales Lead Tracker ensures
that the details about the suspects, prospects and customers are intelligently profiled & made available to
the marketing and sales team with few clicks. Add-ons value to
your contacts by sending personalized mass-mailing, printing
labels and various reports. Sales Lead Tracker provides a very easy interface during data
entry and hence it is is easily adaptable & user friendly.
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Sales Lead
Management |
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Facilitates to track information like Name of Prospect, Source
of Approach, Business
Associate (If any), and name of Lead Manager, Product/s to be sold,
quantity and expected sales value for each lead.
Accumulates Views for Sales Pipeline
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Leads Not Closed, Won, Lost. |
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Leads ranked as Hot, Warm or Cold for the acceptance of product
features / quality. |
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Leads ranked as Hot, Warm or Cold on price front of the product.
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Leads related to a particular City, Prospect Category, Source of
Approach, Product, Product Category, Product Manager, and Sales Lead
Manager etc. |
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Leads created
on as well as expected to close between specific dates. |
User Defined
Specific Queries for Sales Leads
Sort sales leads with
desired/specific user defined queries. From
a list of various parameters i.e. Category,
City, Contact, Executive, Product, Product
Category, Sales Lead Creator, Sales Lead
Manager & Source of Approach, select the
desired permutations of parameters and get
real time update of specific user defined
search of sales leads. One can also Save
logs of repetitive based queries search for
later use.
Creation of Multiple Leads at a Time
One can
select certain prospects /contacts based on certain
criteria and can create leads for all the selected
contacts at one go and at the same time. When you need
to create leads for selected contacts for similar
products then lead creation becomes easier and save your
time otherwise being wasted in repetitive data entry for
lead creation. You can also plan activities at one shot
for all the leads created. |
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Campaign Management |
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 Sales
Lead Tracker provides an excellent campaign management
facility where one can plan different sales campaign
from the list of contacts available with the facility of
addition and deletion of targets as and when needed.
SLT campaign may be a mail campaign, email campaign or a
tele-marketing campaign or combination of all. For Mail
& email campaign SLT simplifies the mail merge / email
merge facility of Microsoft Word and facilitates to
print labels and envelops at the same time. One can
track response of every campaign and repeat the same
whenever he wants without duplication of efforts. |
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Correspondence Automation & Management |
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 Sales
Lead Tracker automates document
/ letter / emails preparation with Microsoft® word
and facilitates quick generation of documents, letters , emails etc. Also
automates profiling of documents thus enabling quick retrieval
and better organization of work. One can track easily the
correspondence done for a prospect or a lead.
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Customer Interaction Management |
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Sales Lead
Tracker provides the facility to track
every interaction done with a target or
a customer whether it is phone call,
meeting, appointment etc. like who have interacted
with whom and what was the outcome of
the interaction and when will be the
next interaction requires. It
facilitates strong co-ordination among
the team and customer interaction
happens without any fault as it also
prompts when the interaction is due.
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Activities/ Follow UP Management |
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Facilitates to define “n” number of
activities required in your sales cycle.
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Keep track of Closed and Not Closed
activities. |
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Facilitates to view Activities /
Follow ups done Today, Yesterday, Last 7 days or for a specific
period. |
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Facilitates to view
Activities / Follow ups to be done for Today, Tomorrow, Next
7days, Next 30 days or for a specific period.
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Missed activities follow ups (Not
done when due) |
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Purchasing
of our tool will allow you to stop wasting valuable time on typing,
Guaranteed! |
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Activities/follow
ups done or to be done related to a particular Product, Product
Category, Prospect, City , Contact
category, Source of Approach , Executive, Product Manager etc.
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User Defined Queries for Activities
Sort sales activities with
desired/specific user defined queries. From a list of
various parameters i.e. Business Associate, Category,
City, Contact, Contacted By, Executive, Last Activity,
Modified By, Next Activity, Product, Product Category,
Source of Approach & To be Contacted By, select the
desired permutations of parameters and get real time
update of specific user defined search of sales
activities. One can also Save logs of repetitive based
queries search for later use.
Prompt for Follow Up
Users will be prompted for their activities to be done
as per the criteria set by them. There is facility to
track missed follow up/activities means activities has
not been done on the desired dates. This becomes very
important tool to make follow up fool proof and ensure
that no follow up being missed out.
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Marketing Collaterals Management |
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All
marketing collaterals can be well
organized in sales Lead Tracker as it
provides powerful and yet simple
document and template management
facility. One can also plan a Master
Marketing Communication and can share
with ease among the team
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Template Management
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 Sales
Lead Tracker is a great enabler of Knowledge Management and
knowledge sharing. Sales Lead Tracker has the benefit of a centrally
hosted Template library which can host frequently used
documents/formats/templates by people across the
organization. Knowledge can be neatly categorized and preserved
in a Central Knowledge base and hence work can be executed
faster. Creating new documents is very easy in Sales
Lead Tracker
as all you need to do is select an appropriate template.
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Quotation Creation & Management
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Sales Lead
Tracker provides the quotation creation
facility from the details and contacts
as well as lead for the same products
the lead was created and hence it
removes the duplication of data entry
for quotation creation. The quotation
can be renamed as proposal, bid,
estimate etc. as per the prevailing
practice in the organization. It also
makes available the list of
quotations/proposals on the basis of
multiple criteria like period, contact ,
lead etc.
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Greeting Management |
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Sales Lead Tracker provides
extensive Greetings Management features like reminding about all the
important dates & events such as Birth days, Spouse
Birth days, anniversaries etc (of your contacts). If these dates are
recorded, Sales Lead Tracker provides a pop up to remind you on that day,
ensuring that you never miss out on important days and your
Relationship management is in order. One can also easily send
personalized emails to multiple contacts on there special days. |
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MIS
Reports & Sales Funnel Analysis |
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Won Sales for the defined period: By Product, By
Product Category, By Executive, By Source of Approach etc.
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Lost Sales for the defined period: By Product, By
Product Category, By Executive, By Source of Approach etc.
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Activities Done for the defined period By Product,
By Executive, By Prospect.
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Expected Closing of Sales leads for the defined
period By Product, By Executive, By Source of
Approach. |
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Reports can be grouped and sub
grouped on the basis of given
vales. |
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All reports can be seen online
and can be transferred to Excel
in addition to direct printout. |
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