Lanslide Sales P3 System Lead Management

Transcription

1 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 offers a logical, intuitive, easy to use Lead Management system to effectively process and manage your leads. Sales P3 Lead Management Module Our Lead Management offering continues our focus on understanding your selling activities and easing the associated work flow to maximize productivity. In the context of lead management, we understand the key goal is increasing the reps ability to follow up, qualify and process a maximum number of leads effectively and efficiently so the sales cycle can be optimized. In view of these goals, the Landslide Sales P3 System Lead Management module: Simplifies Lead Capture The Lead Management module supports individual entry of Leads by your salesperson, telemarketing team or Landslide VIP and bulk upload of Leads that are generated through: Campaigns Web forms Telemarketing Trade shows Advertising Webinars

2 Landslide Sales P3 System Lead Management Lead Capture Add individual leads or Bulk upload Leads generated through: Campaigns Telemarketing Tradeshows Webinars etc. Lead Qualification Reps follow completely customizable and consistent lead qualification process to: Update Lead status Capture notes Set follow up date Create follow up tasks Filter according to lead rating Reassign to another salesperson Update contact information Lead Conversion Transfer all Lead data to Opportunity Automatically notify the salesperson of new Opportunity Choose a selling process for the Opportunity Automatically track and report Lead Management Supports Lead Qualification Your Salespeople can follow up on leads through a customized interface that allows them to quickly: Update lead status Capture notes Set follow up date Create follow up tasks Filter according to lead rating Reassign to another salesperson Update contact information Follow your customizable lead management process Automates Lead Conversion Once Leads are qualified, they can be quickly converted into an Opportunity in Landslide to utilize your company s best selling practices. You can: Transfer all Lead data to Opportunity Automatically notify the salesperson of new Opportunity Choose a selling process for the Opportunity Automatically track and report on Lead Source

3 Perform Common Tasks Easily from Home Page Perform common operations right from home page Add Notes, Tasks, Reminders and leads right from home page Minimizes Clicks, Saves Time Minimizes Clicks, Saves Time Landslide Sales P3 Lead Management allows you to complete 90% of your common lead management tasks right from its home page. Completion of routine tasks like adding leads, notes, reminders and setting up tasks is significantly simplified with minimal web pages visited accelerating the process. Now you can bulk update information, convert leads to opportunities, export to Excel and save filtered lists all from the home page letting you process and work these leads with far greater speed.

4 Customize Lead Lists Select Filters to View Lists Select Columns to Display Customizes Lead Lists Customize Lead Lists You can customize your leads home page so that you view exactly the information you wish to view on each lead. You can specify filters to view leads that meet your criteria e.g. show all leads created from campaign program or all A leads added this month etc. You can also choose the fields or information to be shown for each lead as well as their display order to best fit your specific needs. Select Column Display Order

5 Easily Update Lead Status Supports Inline Editing Supports Inline Editing You can update and edit the status and value of various fields related to a lead right from the lead list on your home page. There is no need to first go into a lead record to edit it. The fields that support inline editing from the home page include Status, Rating, Lead Source, Hot/Not Hot, Process, Owner, Last Action and Follow-Up Date. This capability saves time and increases productivity of your team.

6 Consistent, Best-Practice Lead Follow-Up Ensures Consistent, Best Practices-Based Lead Follow-up Ensures Consistent, Best-Practice Based Lead Follow-Up To ensure all sales reps qualify and process leads consistently and adopt the best practices for effective lead management, the Sales P3 Lead Management module allows you to define a uniform process. The proven steps to ensure proper follow up, qualification and assignment of leads are all clearly defined in the process or you may customize it to better fit the types of leads in your system. Landslide s Sales P3 System is the only offering that gives you the ability to implement a consistent process for lead management across your sales organization. Define best practices for effective and consistent lead follow up and qualification

7 Sales P3 Lead Management Features Sales P3 Lead Management Features: Bulk Imports Add leads individually Add notes, tasks, events or s to leads from home page Filter, Save and View customized lead lists Perform bulk updates Customize lead lists display Inline editing Track Lead Sources by Campaign Change Lead ownership Convert Lead to opportunity Customize lead disposition states and follow-up tasks Carry over notes, s, tasks associated with a lead when converted to opportunity Create Tasks and Reminders Create customized Lead Management processes Export lists to Excel