Sales Lead Management

Transcription

1 Sales Lead Management with Marketing Automation and Online Surveys

2 What is LeadPro? Affordable Sales Lead Management System Web based Lead Tracking Software Solution Integrated with Drip Marketing for Lead Nurturing Inbuilt Online Survey solution No long term commitments, no upfront investment Monthly subscription fee based Interfaces to Lead Generation Systems, Lead vendors Includes Extensive Lead Tracking and Lead Analysis reporting PAGE 2 of 14

3 Functions of LeadPro Capture Sales Leads / Prospects Qualify Leads based on Lead Profile parameters such as Class/ Rank, Location / Geography, Urgency, Authority, etc. Distribute Leads Manually Route Leads automatically using flexible lead routing engine Follow-up, Track Leads Nurture Leads using integrated Drip Marketing Lead Analysis PAGE 3 of 14

4 Benefits of LeadPro Centrally Manage all Leads / Prospects Use Drip Marketing to follow-up Track all follow-up activities and get a 360* view including campaigns, Opens, URL click through, etc. Helps Avoid Leads Slipping Through the Cracks Use Survey module to get Feedback Extensive Lead Analysis with Real Time data Convert More Leads and Grow Sales PAGE 4 of 14

5 Lead Capture Capture Leads from multiple Channels Web Forms, Messages, Manual Input, Input Manually, Advanced API interfaces Setup multiple Lead Journals (Lead Profiles) Custom data fields Custom Lead Profile parameters (Lead Source, Channel, Rank / Class, demographics, ) Map Lead Journals to Lists PAGE 5 of 14

6 Lead Distribution Automatic Lead Distribution (PUSH method) Manual Distribution (PUSH method) Manual Distribution (PULL method) Flexible Lead Routing Engine Route based on Lead Profile / Custom Fields Notification to Manager / Sales Agents when new Leads distributed PAGE 6 of 14

7 Lead Nurturing Integrated Drip Marketing for scheduling automatic follow-up messages Trigger s using variety of Events / Activities Personalized Messages HTML and Text support Extensive Campaign Statistics Tracking Bounces, Opens, URL Clicks, etc. Integrated Google Analytics Tracking tags Helps turn Cold / Warm leads to Hot Leads with minimal efforts PAGE 7 of 14

8 Lead Tracking and Follow-up Schedule Follow Tasks / Activities AutoResponder Messages Get Unified View of Lead with activities including campaign opens and clicks Update Lead Stage and Lead Status Include Notes on follow-up meetings, telephone calls, and messages Extensive Filters to look-up Leads PAGE 8 of 14

9 Lead Analysis Extensive Real-Time reports Lead Status Reports Analysis by Lead Source, Source Group, Lead Profile properties, Lead Class / Rank Sales Agent Performance Report Lead Dashboard (Analysis by Contacted / Not Contacted, Touched / Untouched) Sales Stage / Lead Status Analysis Download all report data to Excel Graphical Representation for Key Metrics Reports PAGE 9 of 14

10 Drip Campaign Metrics / Statistics List Reports Campaign Reports Domain Analysis Campaign Activities: Bounces, Opens, Clicks PAGE 10 of 14

11 Web Based Survey Tool Integrated Survey Invitations Panel List Management Survey Templates, Themes Multiple Question Types Survey Analysis Reports Cross Tab,TURF Analysis Reports Survey Invites: Bounces, Opens, Responses PAGE 11 of 14

12 Industries / Verticals Mortgage Lenders / Loan Officers Real Estate Professionals / Realtors Debt Restructuring Agencies Insurance Agents Financial Services Home Builders Contractors / Remodelers Legal Firms Service Providers, Lead Producers Small / Medium Manufacturers / Distributors PAGE 12 of 14

13 Lead Providers Integration Import Leads Automatically - Examples LendingTree, LowerMyBills LoanBright, AdChemy LendersDirect, Insurance Desk InsureMe, NetQuote, InsWeb AllWebLeads, ASAP Quotes Leads2Results PAGE 13 of 14

14 Contact Info / Resources [email protected] LEADPRO ( ) PAGE 14 of 14