Table of Contents. S.No Title Page No. 1 Purpose 3. 2 Scope 3. 3 Responsibility 3. 4 Process Flow 3. 5 Records 6. 6 References 6
|
|
- Beverly Campbell
- 8 years ago
- Views:
Transcription
1
2 Table of Contents S.No Title Page No 1 Purpose 3 2 Scope 3 3 Responsibility 3 4 Process Flow 3 5 Records 6 6 References 6 Version No.:1 Revision Date: 02-Apr-2015 Accessibility: Internal Page 2 of 6
3 1. Purpose: To manage and track all sales leads received through various sources like website, toll free number and board line number and cross selling through marketing channel. 2. Scope: Process of tracking the sales stages and follow up activities with prospects, in order to convert the prospect to the customer using internal automated system called Lead Tracking System. Unless a lead is tracked properly, effective lead conversion strategies cannot be implemented. 3. Responsibility: Role Administrator Executive Super User Sales Manager Responsibility To update the details of leads received by them on LTS on the same working day on which lead received To assign the lead to respectve business sales manager based on the details of leads received on the same working day in LTS. To regularly update the solution selling stages and other lead details based on interaction with client. 4. Process Flow: The following flowchartsdepict the major steps of the Lead tracking process. Version No.:1 Revision Date: 02-Apr-2015 Accessibility: Internal Page 3 of 6
4 Fig 1: End to End Lead Process flow chart Lead Source Enquires (Website Contact USsection) Toll free number Admin (Board Line number) S SPOC / Admin executive to generatelead & update lead details on LTS (Lead Tracking System) on Generate Lead section Super user to assign lead to sales professional based on lead details Lead assigned through LTS to the concerned sales person. An automated intimation mailer is generated goes to sales person SM s post discussion with the prospect client to update the lead status on LTS i.e. solution selling stage, GP, Revenue etc details Won lead assigned to the concerned Delivery Manager/Branch Manager Client DM/BM to work on the delivery process as per the terms and condition mentioned in business contract signed with client DM/BM to report the SPOC and the respective Business head on the progress made on the delivery front and respective closures Incentive payout as per the policy defined. Version No.:1 Revision Date: 02-Apr-2015 Accessibility: Internal Page 4 of 6
5 4.1 Process Detail: It defines the detailed process involved from generation to assigning the sales lead to a sales manager. The below mentioned figure dipicts the process flow on how a lead is generated from three sources i.e.contact Us section of the website, toll free number of the company and the board line numbers PAN India. The lead is generated through administrator executives managing the above sources in LTS with a automated greeting mailer being sent to client from system and also a mailer goes to Super User informing about lead generation by admin executive. The Lead is assigned by Super User to respective business sales manager to take the same forward. This information is shared to sales manager by the automated mailer generated through system. The sales manager is required to update the status based on the meetings and interaction happened with client in system within the timelines. In case the sales manager adheres the timeline he would receive the automated reminder , from sytem as per the defined intervals. Won leads are shared with Delivery / Branch Manager to take the same forward. 4.2 Features: The tools do much more than lead tracking. Functions such as lead capture, lead distribution / lead assignment, and lead analysis reporting are included in the lead tracking system.. The system includes the following functions and features: Lead capture from various sources such as website, toll free number, calls received on board line Lead Distribution / Lead Routing / Lead Assignment (used in interchanged fashion) Automated messages to the Prospects Automated alerts to internal sales reps Automated Follow-up Activities / Notes entry Sales Stage progress tracking Lead Analysis Reports 4.3 Lead Follow Up Tracking Lead Tracking includes capturing and recording of the following activities: Lead capture source and date / time Lead Assignment to sales agent Messages to sent to the Prospect Alerts sent to the sales reps / managers Notes taken by the reps during calls Notes entered during / after personal visits Activities reminders on solution Selling Stage Version No.:1 Revision Date: 02-Apr-2015 Accessibility: Internal Page 5 of 6
6 4.4 Alerts Notification Reminder Stage No Of Days Stages Ist 2nd 3rd Plan & Engage Qualification Discovery Solution Proof Contract & Close Records 6. References Version No.:1 Revision Date: 02-Apr-2015 Accessibility: Internal Page 6 of 6
Sales Process Map. A step-by-step guide to reach prospects, qualify leads, and close deals
Sales Process Map A step-by-step guide to reach prospects, qualify leads, and close deals z Website Visitors Sales Plan and Execute Marketing Campaigns Organic web traffic AdWords referrals Email responses
More informationCredit Card Loans. Student Worksheet
Student Worksheet Credit Card Loans Name: Recall the formula for simple interest where, I is the interest owed P is the principal amount outstanding r is the interest rate t is the time in years. Note:
More informationCyberLead Ad Posting Maximize Your Online Inventory
CyberLead Ad Posting Maximize Your Online Inventory 1 Key Features Cost effective Multiple highly trafficked auto websites updated daily with your inventory Consolidated traffic reports for all your ads
More information35 Examples How Sales Teams Benefit from Microsoft Dynamics CRM
35 Examples How Sales Teams Benefit from Microsoft Dynamics CRM Achieving Growth Targets 1. Managing Sales Goals Sales teams need to know how they re performing in comparison to their sales goals. Are
More informationBENEFITS OF THE INBOUND MARKETING PROGRAM
BENEFITS OF THE INBOUND MARKETING PROGRAM Make more money The company already routes leads to brokers through various channels, but the inbound department generates more, different, high quality leads.
More informationSage CRM for Real Estate solution by Providian
Sage CRM for Real Estate solution by Providian Sage CRM for Real Estate solution by Providian Some Real Estate organisations are still asking why CRM?. Industries such as pharmaceuticals and financial
More informationImpel Customer Relationship Management (CRM)
Impel Customer Relationship Management (CRM) Automate, simplify and manage all the information your sales organization needs with one comprehensive CRM tool. Introduction Every sales force is burdened
More informationMost normal CRM systems are divided into three (but not restricted to) main modules:
What is CRM? CRM means ''Customer Zoho Relationship CRM. Management'', i.e. the concept of a planned and structured means Application of a well thought CRM out implementation strategy combined with implementation
More informationLanslide Sales P3 System Lead Management
The Landslide Sales P3 System offers a logical, intuitive and easy to use Lead Management System to effectively process and manage your leads. Lead Management Lead Management The Landslide Sales P3 System
More informationCopyright 2011 - Bizagi. CRM Sales Opportunity Management Construction Document Bizagi Process Modeler
Copyright 2011 - Bizagi CRM Sales Opportunity Management Bizagi Process Modeler Table of Contents CRM- Sales Opportunity Management... 4 Description... 4 Main Facts in the Process Construction... 5 Data
More informationMarketing Automation Your Time-Saving Secret Weapon
Marketing Automation Your Time-Saving Secret Weapon Kristen Carvalho Senior Content and Social Media Manager etouches @kristencarvalho sales@etouches.com @etouches sales@etouches.com @etouches 2 A software
More informationReal Estate Lead Management
Real Estate Lead Management Software Solution with Drip Email Marketing Automation and Online Surveys www.leadpro247.com What is LeadPro? Affordable Real Estate Lead Capture, Distribution, Tracking and
More informationsales crm Are you leads still managing in Excel? spinso.com/eqms
sales crm Are you leads still managing in Excel? EQMS is simple, affordable and ready to use sales lead management that helps you provide all the required information easily at your finger tips, thus letting
More informationSage CRM Focused Sales Management
Sage CRM Focused Sales Management Equipping your sales team with the complete customer information and the necessary tools to enable them to do their job effectively is very important. Sage CRM empowers
More informationPartner Relationship Management (PRM) for Enhanced Extended Enterprise Team Selling. a white paper
Partner Relationship Management (PRM) for Enhanced Extended Enterprise Team Selling a white paper page 2 Executive Summary Industry Trends in the Indirect Channel sales are increasing in the indirect channel
More informationEmpowering the mobile initiatives for the largest brands in Real Estate.
Empowering the mobile initiatives for the largest brands in Real Estate. Mobile Meets Marketing. Market Your Properties on any mobile phone or wireless carrier. Mobilize your traditional marketing. Virtual
More informationwww.channelmanagement.com
Exploiting the Benefits of Lead Referral Programs as a Profitable Marketing Tool WHITE PAPER Referral Programs are an increasingly popular resource for marketers to add new sources of revenue or to streamline
More informationNurturing A Lead To Sell More Insurance?
Resource / Lead Management Who s Lead Is It Anyway? www.marketnetservices.com @GetMarketNet Introduction Think for a moment about what you spend to obtain a qualified sales lead. From a full-page magazine
More informationSales Process Map, Campaign to Customer
Sales Process Map, Campaign to Customer Two tier sales process typically found in high volume B2B sales organizations where marketing campaigns generate leads, a tier one team qualifies leads to pass on
More informationDare to COMPARE. Tour de Force. Be Efficient. Be Effective. CRM Product Evaluation: Feature Comparison Worksheet Table of Contents
Dare to COMPARE offers a robust feature set that was designed to provide Distributors, Manufacturers, and other B2B Industries with a wide range of functionality that drives your sales organization to
More informationMARKETING AUTOMATION & YOUR CRM THE DYNAMIC DUO. Everything you need to know to create the ultimate sales and marketing tool.
MARKETING AUTOMATION & YOUR CRM THE DYNAMIC DUO Everything you need to know to create the ultimate sales and marketing tool. Table of Contents Introduction...3 Chapter 1: What Is Marketing Automation?...4
More informationWelcome to the ALT call center
Welcome to the ALT call center Please make sure that you go through this entire document and set up everything before you get started taking calls in the call center. Once you have everything set up and
More informationChapter. Enterprise Business Systems
Chapter 4 Enterprise Business Systems Learning Objectives Identify and give examples to illustrate the following aspects of customer relationship. Business processes supported Customer and business value
More informationEXAMPLES OF WORKFLOW RULES
EXAMPLES OF WORKFLOW RULES Summary Looking for ideas on how workflow rules can help streamline your business? Check out these examples. Looking for ideas on how workflow rules can help streamline your
More informationLeads Best Practice: Lead Generation, Management & Performance
Leads Best Practice: Lead Generation, Management & Performance Best Practice: Leads Business Driver Best Practice Overview Best Practice: Leads Marketing Effectiveness Lead Generation and Integration Lead
More informationFocused Sales Management
Focused Sales Management Make the most of every sales opportunity. directs your sales efforts towards the most profitable, most winnable deals, and helps you make the most of cross-selling and upselling
More informationFocused sales management
Focused sales management Make the most of every sales opportunity Sage CRM directs your sales efforts toward the most profitable, most winnable deals and helps you make the most of cross-selling and upselling
More information5 Challenges to Lead Mgmt
Resource / Lead Management 5 Challenges to Lead Mgmt www.marketnetservices.com @GetMarketNet How do you overcome the The tools for gathering and distributing sales leads in a direct selling environment
More informationCRM Presentation. 2013 VeriPark 1
CRM Presentation 2013 VeriPark 1 Agenda VeriPark introduction VeriTouch overview Single customer view Call center automation Complaints and service requests Master data management New customer enrollment
More informationGrievance Redressal Policy
Policy defined with respect to a mechanism to address customer grievance; to be read in conjunction with Compensation Policy IDBI Federal Life Insurance Co Ltd Customer Service and Complaints Contents
More informationA White Paper on LEAD MANAGEMENT
A White Paper on LEAD MANAGEMENT MetaConcepts Pvt Ltd 507, D B Road, R S Puram,Coimbatore - 641 002 Phone : 91 422 553109, Fax : 91 422 550072 Email :, Website: www.focus2sell.com Manage Measure and mine
More informationCRM for small business. info@maplecrm.com
CRM for small business info@maplecrm.com CRM for Small Business Customer Relationship Management (CRM) Software refers to a technological solution that help businesses manage customer relationships in
More informationSouth East of Process Main Building / 1F. North East of Process Main Building / 1F. At 14:05 April 16, 2011. Sample not collected
At 14:05 April 16, 2011 At 13:55 April 16, 2011 At 14:20 April 16, 2011 ND ND 3.6E-01 ND ND 3.6E-01 1.3E-01 9.1E-02 5.0E-01 ND 3.7E-02 4.5E-01 ND ND 2.2E-02 ND 3.3E-02 4.5E-01 At 11:37 April 17, 2011 At
More informationManaged Reseller on the Partner Incentives Portal Getting Started - Introduction to the portal
Managed Reseller on the Partner Incentives Portal Getting Started - Introduction to the portal Learning objectives and Agenda Objectives Agenda At the end of this training module, you will be able to:
More informationClearData Custom Products & Services Farmers Insurance 2015
ClearData Custom Products & Services Farmers Insurance 2015 The ClearData process has been customized for Farmers. We leverage our years of experience working with Farmers Insurance to deliver targeted
More informationService Delivery Framework
Service Delivery Framework 1 Delivery Manager Team Hierarchy CRM HR SPOC Operations Manager Finance Resource Team Team Lead Unix Team Lead DBA Shift Lead Unix SA Shift Lead Oracle Team Member Unix SA Team
More informationHOW TO DEFINE A LEAD
WHAT IS A LEAD? To build out your lead generation strategy, you need to start with the basics. Every organization will have their own definition of a good lead. If you don t know yours, lead generation
More informationiextensions CRM v6.3 Marketing Datasheet
iextensions CRM v6.3 Marketing Datasheet What Does iextensions CRM Do for Marketing? Helps Me Effectively Manage and Measure the Success of My Marketing Campaigns Overall Benefits: Lets me plan, develop
More informationNavsya Technologies Pvt. Ltd. BlueChilli CRM
Navsya Technologies Pvt. Ltd. BlueChilli CRM Solution Agenda What is CRM? CRM SFA Overview System Features Sample Screenshots What Is CRM? How does it differ from simple contact management? Customer Facing
More informationTaking the Show on the Road: Generating Leads for an Over-Extended Sales Staff
Taking the Show on the Road: Generating Leads for an Over-Extended Sales Staff Steven Amiel, Common Sense Officer Marketing Mentors Monday, October 6, 2008 Increasing sales through better prospecting Kodak
More informationSALES AND MARKETING ALIGNMENT
ENTERPRISE MARKETING PLAYBOOK SERIES REVENUE SUCCESS: SALES AND MARKETING ALIGNMENT Introduction In order for enterprise companies to be successful in today s economy, sales and marketing teams must be
More informationMicrosoft.NET. Case Study: Online Marketing of Jewelry Products using MS.Net
1 Microsoft.NET Case Study: Online Marketing of Jewelry Products using MS.Net Problem Statement A US-based B2C firm in jewelry industry wanted to market its jewelry products to increase the sale of items
More informationA Guide to Selling SharpSpring
A Guide to Selling SharpSpring (for those new to marketing automation) version 3.19.14 WELCOME This is your first step towards a long and successful partnership with SharpSpring. With this guide, we will
More informationto Maximize Return on Investment with Marketing Automation
4 Ways to Maximize Return on Investment with Marketing Automation 4 Ways to Maximize Return on Investment with Marketing Automation The Challenge: Maximising the time and money you invest in the online
More information2010 Hiring Reform Action Plan
Agency/Component: Nuclear Regulatory Commission Section 1 (a) (1) Eliminate any requirement that applicants respond to essay-style questions when submitting their initial application materials for any
More informationHow to make effective Outbound Contact Center. Taweewut Waicharoen April 9,09
How to make effective Outbound Contact Center Taweewut Waicharoen April 9,09 Agenda Overview of Outbound Contact Center Telemarketing and Collection business practices Virtual Agents KPI in Contact Center
More informationCONVINCE LEADS TO BUY FROM YOU WITH REACHEDGE
CONVINCE LEADS TO BUY FROM YOU WITH REACHEDGE How does following up with a sales lead get them to buy from you? Responding quickly impresses a new contact, and then regular calls and emails keep you top
More informationThe Challenge Why did we do it?
Based out in Florida, the team of Arc Laser Tag Arenas is one of the leading providers of laser tag arenas in the US. They offer customizable solutions to its customers by listening to their requirements
More informationDON T LET QUALITY LEADS SLIP AWAY
DON T LET QUALITY LEADS SLIP AWAY EXECUTIVE TAKES ACTION WITH CRM SOFTWARE As a sales executive of a computer software firm, I became consistently frustrated when comparing the number of leads that we
More informationSolving Common Sales & Marketing Problems Using Marketing Automation Software (MAS) by Ann Stanley, Managing Director
Solving Common Sales & Marketing Problems Using Marketing Automation Software (MAS) by Ann Stanley, Managing Director What is Marketing Automation? A software platform used for automation and integration
More informationBenchmark Survey: Marketo Benchmark on Revenue Performance Custom Report For: Justin Gray
Benchmark Survey: Marketo Benchmark on Custom Report For: Justin Gray Dear Justin Gray, and sales executives are constantly asking their organizations questions such as: How much should we be investing
More informationAdobe Volume Licensing
Adobe Volume Licensing Reseller Console User Guide for Value Incentive Plan (VIP) Version 1.0 December 11, 2012 Page 2 Version 1.0 Contents Getting Started... 4 Accepting your invitation to join... 4 Adding
More informationsetup and provide drill-down capabilities to view further details on metrics and dynamic updates for a real-time view of your business conditions.
Workflow Automation Build a competitive advantage with automated processes and increased business visibility While the competition struggles with manual processes, queries and reports on customer interactions,
More informationOracle Telesales. Comprehensive Customer Management. View of Business Activities Across Operating Units
Oracle Telesales Oracle Telesales is an inside sales application, optimally designed for contact center professionals, whether they are inbound or outbound telesales agents. Oracle Telesales provides a
More informationPersonalised view of metrics for an instant snapshot of your business. Wizard-Driven Dashboards
Workflow Automation Build a competitive advantage with automated processes and increased business visibility While the competition struggles with manual processes, queries and reports on customer interactions,
More informationSwitch. Ease. Now you can. with
Now you can Switch with Ease SM 508.263.6700 800.328.8797 dcu.org dcu@dcu.org TTY: 800.395.5146 (For Hearing Impaired Only) M727b (1.2013) Just follow these Three easy steps 1 2 Open a DCU Checking Account
More informationORACLE TELESALES ORACLE DATA SHEET KEY FEATURES
ORACLE TELESALES KEY FEATURES Maintain customer and contact information View of business activities across operating units Lead and opportunity management Quote and order management Forecast management
More informationPace of Change Broadcast Media. Channel 1 Channel 2 Channel 3
Pace of change Pace of Change 25% of goods and services shipped and sold in the last 10yrs Products & Services Pace of Change Broadcast Media Channel 1 Channel 2 Channel 3 Pace of Change - Communications
More informationSyndicateBank Fair Practice Code for Credit Card Operations
1. Preamble - A. The code details the obligations the SyndicateBank undertakes, while issuing credit cards* and will guide their staff in dealing with customers. The Code is meant to help the Credit Card
More informationCRM Resellers: Grow Your Business by Reselling Inbound Marketing Software
CRM Resellers: Grow Your Business by Reselling Inbound Marketing Software 2 CRM Resellers: Grow Your Business by Reselling Inbound Marketing Software Introduction We wrote this ebook for CRM resellers
More informationLaunch multi-channel, multi-step campaigns in minutes!
box Pipeline: Lead Nurture Tool Lead Nurturing Done Right. Simple. Smart. Effective. Launch multi-channel, multi-step campaigns in minutes!...... You ve heard about Marketo, Eloqua, and Hubspot, right?
More informationPersonalised view of metrics for an instant snapshot of your business. Wizard-Driven Dashboards
Workflow Automation Build a competitive advantage with automated processes and increased business visibility While the competition struggles with manual processes, queries and reports on customer interactions,
More informationTransform Inbound Contacts Into Profits: Best Practices for Optimizing Lead Management.
Transform Inbound Contacts Into Profits: Best Practices for Optimizing Lead Management. September 2012 OptifiNow September 2012 Transform Inbound Contacts Into Profits: Best Practices for Optimizing Lead
More information4.4 Customer Relations Management Tools
Section 4 Bidder's Products, Methodology, and Approach to the Project 4.1 FACTS II Requirements Summary 4.11 Interfaces 4.2 Functional Requirements 4.12 System Development 4.3 Technical Requirements 4.13
More informationReacting to the Challenges: Business Strategies for Future Success. Todd S. Adams, Chief Executive Officer Adams Bank & Trust Ogallala, Nebraska
Reacting to the Challenges: Business Strategies for Future Success Todd S. Adams, Chief Executive Officer Adams Bank & Trust Ogallala, Nebraska Adams Bank & Trust Family Owned for 95 Years $525 Million
More informationHow To Get A Lead From A Realtor.Com
TIPS FOR CLOSING LEADS TIPS FOR STEP 1 Respond promptly To establish a client connection and begin building a relationship, it s critical to respond to incoming leads within five minutes. When prospective
More informationHow To Manage Change In A Health Information Network (Ohio)
UHIN STANDARDS COMMITTEE Version 2.3 Change Management Specification The UHIN Change Management Specification is compatible with all HIPAA requirements. Purpose: The purpose of this Specification is to
More informationSoftware Solutions Digital Marketing Business Services. SugarCRM Community Edition for Small & Medium Enterprises
Software Solutions Digital Marketing Business Services SugarCRM Community Edition for Small & Medium Enterprises Contents Introduction... 1 SugarCRM Community Edition (CE)... 1 Basic CRM Workflow... 2
More informationNeed Help Switching?
Need Help Switching? We d be happy to help you in person, just stop into our Sterling Heights branch or contact us at (586-268-4790) United VIP Credit Union It s easy to switch your account over to United
More informationYou can put aside money each month into a savings account that pays interest - when you have saved up 800 you can buy the TV
You can put aside money each month into a savings account that pays interest - when you have saved up 800 you can buy the TV If you saved 30 per month it would take 27 months to save up 800 If you saved
More informationWTM IT Limited http://wtmit.com. WTM SalesGrow CRM Grow your Sales & Business An Essential CRM Solution delivery quickly and affordably
WTM SalesGrow CRM Grow your Sales & Business An Essential CRM Solution delivery quickly and affordably SalesGrow CRM WTM SalesGrow CRM helps organizations differentiate their businesses to achieve maximum
More informationBest Practices. How to Turn Leads Into Sales. Powered by. About this document
Best Practices How to Turn Leads Into Sales Powered by About this document As part of our commitment to our valued customers this document was produced to help lead recipients attain the highest level
More informationBenefits of using Marketing Automation Software as part of your content marketing strategy
Benefits of using Marketing Automation Software as part of your content marketing strategy Ann Stanley Managing Director of Anicca Digital @AnnStanley @aniccadigital #ecommercial15 Our brands Generating
More informationSchedule of VET tuition fees 2016 Name of course: Diploma of Business Training Package Code: BSB50215 Delivery location(s): Virtual Campus
Schedule of VET tuition fees 2016 Name of course: Diploma of Business Training Package Code: BSB50215 Delivery location(s): Virtual Campus Delivery mode(s): External via the Virtual Campus The Diploma
More informationCustomer Relationship Management Assessment
Customer Relationship Management Assessment Copyright 2010 FrontRange Solutions USA, Inc. Kevin Reichley Ticomix Kevin Smith FrontRange Solutions CRM Assessment What is CRM? Common CRM Related Business
More informationFlorida Institute of Technology Variable Booklet
Florida Institute of Technology Variable Booklet Purpose: In order to increase their enrollment rates, Florida Institute of Technology needed a way to more directly target prospective students. FIT also
More informationWhite paper. Key considerations for successful lead management. Marketing Solutions
Marketing Solutions White paper Key considerations for successful lead management Written by: Christine Mariconda President Mariconda Marketing Solutions 631.462.6139 Tel 631.462.6138 Fax cm@mariconda-marketing.com
More informationGETTING CUSTOMERS ONBOARD:
GETTING CUSTOMERS ONBOARD: 6 STAGES TO ENSURE YOUR SAAS FREE TRIAL CONVERTS A Xander Marketing White Paper The SaaS Marketing Agency INTRODUCTION For SaaS businesses, providing a free trial is one method
More informationThe 4 Key Actions That Define and Build A Sales Funnel That Won t Leak
The 4 Key Actions That Define and Build A Sales Funnel That Won t Leak We do the Heavy Lifting for You Today s Speakers Matt Smith @3FORWARD Co-Founder, EVP, 3FORWARD Strategic Sales Expert 25 years sales
More informationFundamentals of B2B Nurture Marketing
SalesFUSION White Paper Fundamentals of B2B Nurture Marketing Fundamental Concepts of Nurture Marketing For B2B Marketers explore the basics of nurture marketing (Lead Nurturing) from concept to execution.
More informationDennis Rodman. The Velos Group 714-544-1003 Accelerating Sales Results www.velosgroup.com
Dennis Rodman Mark Friedman Sales and Marketing Consultant Married 27 Years High School JV Basketball - 2PPG No Piercings, no hair dye, no tattoos (Honestly!!) Dennis Rodman 7 Consecutive NBA Rebounding
More informationInternet Lead Routed to Lead Management Tool. Auto Responses sent to customer and email schedule generated
Best Practice Internet Process Internet Lead Routed to Lead Management Tool Auto Responses sent to customer and email schedule generated Crosscheck customer in CRM tool / ConsumerTRAC Personalized email
More informationEmail Marketing and Marketing Automation in Complex Buying Processes
Email Marketing and Marketing Automation in Complex Buying Processes Email Marketing and Marketing Automation in Complex Buying Processes 1 Introduction We often hear the question: How is Marketing Automation
More informationCRM: Retaining Your Customers: Preventing Your Competitors
CRM: Retaining Your Customers: Preventing Your Competitors Krittapon Victor Indarakris Founder & CEO Blue Intelligence (Thailand) Co., Ltd. October 30, 2007 Microsoft CRM October 30 th, 2007 1 Core Microsoft
More informationAdmin Guide for Lead-Xpress
Admin Guide for Lead-Xpress Table of Contents Enabling Lead-Xpress... 2 Creating new Lead-Xpress Users... 3 Adding New Lead-Xpress Users Individually...3 Importing a Group of Sales Reps...4 Customizing
More informationGRIEVANCE REDRESSAL POLICY. Exide Life Insurance Company Limited
GRIEVANCE REDRESSAL POLICY Exide Life Insurance Company Limited Contents 1. Objective 2. Complaints Handling Standard Operating Procedures 3. Complaint Management & Redressal Cell 4. Definition of a Grievance/Complaint
More informationLead nurturing: Using email marketing to convert a prospect into a sale
Lead nurturing: Using email marketing to convert a prospect into a sale Patrick Zuluaga Director PMZ Marketing Have you heard this before? Email does not work for customer acquisition but rocks for customer
More information30 CREATIVE WAYS TO USE SMS
30 CREATIVE WAYS TO USE SMS Marketing and PR campaigns Organizations can now use veltext sms messaging to inform customers of pre-sales through regular alerts on new items. Text and Win competitions can
More informationCRM for Real Estate Part 1: Why CRM?
CRM for Real Estate Anne Taylor Contents Introduction... 1 Typical Challenges for Real Estate... 2 How CRM can Help... 3 Conclusion... 6 Introduction Some Real Estate organizations are still asking why
More informationATTACHMENTS: 1. CUSTOMER EXPERIENCE PROGRAM CHART
INFORMATION REPORT REPORT TITLE: ITEM NUMBER: 1176 DATE OF MEETING: 14 JULY 2014 AUTHOR: JOB TITLE: RESPONSIBLE OFFICER: JOB TITLE: COMMUNITY GOAL: CUSTOMER EXPERIENCE PROGRAM ANNABEL SHINKFIELD MANAGER
More informationCUSTOMER RELATIONSHIP MANAGEMENT CONCEPTS AND TECHNOLOGIES
CUSTOMER RELATIONSHIP MANAGEMENT CONCEPTS AND TECHNOLOGIES Chapter 14 Sales force automation Sales force automation definition Sales Force Automation is the application of computerised technologies to
More informationOrganise Your Business
Organise Your Business Second CRM On Demand Customer Relationships A Functional Introduction Presentation January, 2013 Organise Your Business Second CRM On Demand Customer Relationships Designed for Small
More informationAccelerate Innovation. Get a 360 view of customers Finacle CRM Solution
Accelerate Innovation Get a 360 view of customers Finacle CRM Solution Delight customers today, retain them tomorrow The ultimate goal for any business is to attract and retain delighted customers. Transformation
More informationDigital Marketing Request for Proposal Template. Prepared by
Digital Marketing Request for Proposal Template Prepared by Company Background Start by giving an introduction to your company. The vendors you re reaching out to probably know little to nothing about
More informationPerfect Customer Relationship Management (CRM) System
Al-Andalus Software Development & Technology Co. Perfect Customer Relationship Management (CRM) System Product Overview Overview Perfect Customer Relationship Management (CRM) System empowers your sales,
More informationLEAD GENERATION LEAD GENERATION. Effective Lead Generation Programs:
Effective Lead Generation Programs: The ones that actually work For most sales driven organizations a continuous supply of prospects is like blood flowing through the veins, so important it is for the
More informationDelivering a Customer Experience Strategy
Delivering a Customer Experience Strategy Lori Bocklund Strategic Contact, Inc. www.strategiccontact.com Strategic Contact 9510 SW 151 st Avenue Beaverton, OR 97007 phone 503.579.8560 toll free 866.791.8560
More informationHow to Win More Sales in 30 Days
Content Marketing Guide October 2015 5 LEAD MANAGEMENT BEST PRACTICES TO HELP WIN MORE SALES IN 30 DAYS The rhythm of monthly business financials Business marches to the rhythm of monthly financials. But
More informationEnagic USA - The Most Powerful Pay Plan in Existence!
Enagic USA - The Most Powerful Pay Plan in Existence! Read through the following material an you will understand just why we are so excited by this company. Combined with the amazing products, Enagic USA
More information