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1 Manage leads. Monitor campaigns. Nurture relationships. Get your marketing running on all gears. Lead Management DataMiner Sales Campaigns Contact Info and History Lead Scoring Event Calendar Appointment Dossier SMS Notifications Campaign Monitoring List Editor Live Touchpoints Weekly Status Reports Response Management Export Feature Mobile Streams box Pipeline is our multi-touch, multi-channel CRM and marketing automation platform that integrates call center power with lead management, campaign monitoring and lead nurturing. When you sign up for any of our lead generation services, you automatically enjoy the benefits of our proprietary CRM software designed to answer the needs of an outsourced sales and marketing campaign. With box Pipeline s real-time data and ease of access, it is as if your box representative was working right inside your own office. Right from the start of your campaign, you take the reins as you meet with your box team to discuss how you would like your campaign to proceed. As your campaign progresses, you will be able to track incoming leads, communications and possible opportunities through your box Pipeline account. All campaign activities are logged in by your box team from prospecting calls, follow-up s, booked appointments to SMS notifications for both you and your prospect. box Pipeline is not just about delivery of leads and appointments either. With its Lead Nurturing Tool, you can keep those not-so-warm but possible future clients in close proximity by creating customized automated cross-channel marketing campaigns send s and track website visits so you can be sure no business Lead Nurturing Quick and Easy Setup Auto Triggers and Actions Custom Templates Landing Pages and Forms Social Messaging Real-time Notifications Detailed Reports opportunity falls between the cracks. box Pipeline is made to deliver success to your business. or us today to learn more.

2 box Pipeline is your Lead Management Tool DataMiner Build lists of up-to-date business contacts from box s global database Sales Campaigns Run targeted call and campaigns Contact Info and History Store and update contact information, and view past communications with each lead Lead Scoring Score leads based on how they fit with your business and the interest they show in your offering Event Calendar Block-out dates and times to indicate to your box team your availability for appointments Appointment Dossier Access all relevant information pertaining to an appointment via a print-ready format and SMS Notifications Real-time alerts for both you and your prospect for your upcoming appointment box Pipeline is your Campaign Monitoring Tool List Editor Edit and sort your call lists by location and last call result to further improve your campaign Live Touchpoints View calls by your box team, opens and replies, and website visits as they happen Weekly Status Reports Regular reports on the status of leads and recommendations to improve success rates box Pipeline is your Lead Nurturing Tool Quick and Easy Setup Create your own automation rules or schemes via drag-and-drop Auto Triggers and Actions Nurture your leads by defining the next move for any given status of your sales prospect Custom Templates Create messages that sound like you and look like your business Landing Pages and Forms Direct your clicks to customized landing pages and increase your conversion rates Response Management Track statistics for every mailing - Delivered, Opens, Replies Export Feature Download your custom reports in CSV format Mobile Streams Access updates on recent calls, appointments, tasks and notifications across mobile browsers Social Messaging Send scheduled Tweets or fully personalized Direct Messages to a group of Followers Real-time Notifications Send and receive timely alerts so you can respond promptly to actions taken by your prospects Detailed Reports Track the progress of a nurturing scheme by checking its activity log or marketing metrics

3 Home Lead Stream Up-to-date view of all campaign activities and communications Tasks Quick links to tasks and database management tools right under your profile Live Touchpoints Monitor your calls and s in real-time! Lead Details and Status Lead Score Based on Demographic and Behavioral Scores Full Contact Info Phone-verified and updated contact info on each prospect Contact History Review all previous calls and s with your prospect

4 Calendar Calendar Sync Sync your appointments through Google Calendar. Reports Contact Filter Filter out contacts of your choice Custom Reports Customize your reports through the drag-and-drop feature

5 Dataminer List Criteria Filter your list based on your desired specific criteria Lead Scoring Assign points to certain lead criteria based on value Lead Nurturing Flexible Auto Triggers Engage and nurture prospects by sending them automated sequence of s and other communications based on actions they take Behavior-based Actions Nurture your leads by defining the next move for any given status of your sales prospect Customizable Scheme Create your own automation rules or schemes via drag-and-drop

6 SMS Notifications Appointment Notification Get an SMS alert on every new appointment Confirmation of Appointment Auto-send a text message to your prospect confirming your upcoming appointment Learn more about box Pipeline. or us today.

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