1 / 37

Sales Lead Tracker

Sales Lead Tracker streamlines the sales process from lead generation, to scoring, to conversion thus helping convert a lead into a potential buyer. Sales Lead Tracker streamlines the selling process for to help teams stay lean and efficient. Additional flexibility is also available to customize the cycles and stages of your sales process so that it aligns with your business requirements.

EverexInfotech
Download Presentation

Sales Lead Tracker

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. www.everexinfotech.com

  2. An Innovative Sales Lead Tracking System to achieve greater insight, control and success in your sales activities www.everexinfotech.com

  3. The issues faced by most businesses (including yours) and how helps resolve them… www.everexinfotech.com

  4. NO CONTINUOUS ENGAGEMENT WITH CLIENTS ➢ Establish one-to-one client relationships through personalized mass mailing ➢ Create individualized emails from stored relevant information and then send to a large customer group ➢ Set different sales campaign for the list of clients www.everexinfotech.com

  5. DIFFICULTY IN VIEWING COMPLETE CLIENT CORRESPONDENCE ➢ Store all client correspondence in one secure location ➢ Instantly write customer letters concerning any previous resolutions, with the whole history of the relationship at your fingertips www.everexinfotech.com

  6. JUSTIFYING ROI OF PARTICIPATION IN ANY EVENT, EXHIBITION OR CAMPAIGN ➢ Segment all leads based on profile ➢ Track all captured leads from participated events, exhibition or campaign www.everexinfotech.com

  7. WASTAGE OF FINDING CLIENT INFORMATION ➢ Easily store and retrieve client information with just a click ➢ Search information based on name, company name, mobile number etc. ➢ Intelligently categorized your prospects or customers www.everexinfotech.com

  8. CHASING LEADS THAT ARE NOT INTERESTED Score leads based on their product interest (hot, warm, cold) to easily know ‘sales-ready’ leads ➢ Contact “hot” leads first and increase chances of closing deals fast ➢ www.everexinfotech.com

  9. PITCHING THE RIGHT DISCOUNT ➢ Segregate leads based on price factor (hot, warm, cold) ➢ Pitch the correct offer to finalize discount www.everexinfotech.com

  10. MEASURING EFFORTS ON ENQUIRIES ➢ Track all activities done on enquiries ➢ Get insights of efforts put into particular queries and then try to reduce or shorten the cycle www.everexinfotech.com

  11. ASSIGNING WORK TO SALES TEAM AUTOMATICALLY ➢ Get progress status updates and track the development of circulated leads ➢ Allocate leads to sales team - set the task of relevant team member based on lead action www.everexinfotech.com

  12. ASSIGNING WORK TO SALES TEAM AUTOMATICALLY ➢ Assign each team member the tasks to be performed on per-day basis ➢ Get the sales team to start the day’s work, without waiting for instructions or making calls www.everexinfotech.com

  13. TRACKING ON-TIME COMPLETION OF ALL CRITICAL ACTIVITIES ➢ Easily assign follow-up activities to sales team ➢ Ensure all critical follow-up activities are completed on-time www.everexinfotech.com

  14. ANALYZING FACTORS BEHIND LOST DEALS ➢Get proper query-based reports, analyse factors behind the loss and take effective measures ➢Get complete insights on WON and LOST deals www.everexinfotech.com

  15. DUPLICATION OF WORK IN CREATING DOCUMENTS WITH SAME CONTENT ➢ Save all standard documents as templates ➢ Re-use templates just by personalizing them, saving time and making work easy www.everexinfotech.com

  16. ENFORCING SECURITY MECHANISM IS DIFFICULT Centralized admin panel to look after everything Easy security and role based access rights mechanism All documents and data stored in secured location www.everexinfotech.com

  17. FEATURES AT GLANCE ➢ Manages Prospects & Suspects ➢ Monitors Sales Lead ➢ Tracks follow-ups ➢ Manage sales team activities ➢ Quotation/Proforma Automation ➢ Correspondence Management ➢ Query Based Reports ➢ Excellent Analysis ➢ Real-time Activity Tracking ➢ Central Repertory of Precise Sales Knowledge ➢ Tracking Documents to Leads FEATURES AT GLANCE www.everexinfotech.com

  18. QUICK INSIGHT OF SALE LEAD TRACKER www.everexinfotech.com

  19. ADD CONTACT Save the required details of prospects www.everexinfotech.com

  20. OPPORTUNITY Save all the important information about customers and products they are interested in www.everexinfotech.com

  21. PRODUCT Complete details of products to be sold for every sales lead. Also, rank your leads. www.everexinfotech.com

  22. ADDITION OF ACTIVITIES Details of every interaction with prospect is being noted for future follow-up www.everexinfotech.com

  23. PROMPT FOR DAILY FOLLOW-UPS www.everexinfotech.com

  24. LETTER AUTOMATION It is just Four clicks job to prepare a letter www.everexinfotech.com

  25. SELECT THE DESIRED CONTACT www.everexinfotech.com

  26. SELECT REQUIRED FIELDS www.everexinfotech.com

  27. CLICK TO OPEN EDITABLE LETTER No need of Naming & Saving files Track every document To respective Sales Lead www.everexinfotech.com

  28. GENERATE PERSONALIZED PRO FORMA INVOICE www.everexinfotech.com

  29. PRO FORMA INVOICE VIEW SCREEN www.everexinfotech.com

  30. QUOTATION VIEW SCREEN www.everexinfotech.com

  31. CAMPAIGN MANAGEMENT www.everexinfotech.com

  32. AUTOMATICALLY GENERATE QUOTATIONS www.everexinfotech.com

  33. REPORT FOR WON SALES www.everexinfotech.com

  34. REPORT FOR LOST SALES www.everexinfotech.com

  35. REPORT FOR ACTIVITIES DONE www.everexinfotech.com

  36. BENEFITS ➢ Helps you to win more sales ➢ Effective follow up of sales lead ➢ Helps in analysis/planning and forecasting of sales ➢ Knowledge sharing ➢ Schedules daily activities ➢ Reduces the chances of human errors ➢ Eliminates dependence on remembrance/paperwork ➢ Enables you to know your strengths as well as weaknesses INCREASES EFFICIENCY OF SALES PERSONNEL PERFORMANCE EVALUATION www.everexinfotech.com

  37. www.everexinfotech.com Thank you! Thank you! We aspire your association “A business that consistently enriches lives is a wealthy “A business that consistently enriches lives is a wealthy business” business” Regd. Office: Everex InfotechPvt. Ltd. 26, Champa Gully, M. J. Market Lane, Mumbai – 400002 INDIA Tel: +91 -22 – 4226 4444 info@everexinfotech.com www.everexinfotech.com www.everexinfotech.com All software products are marketed & supported by Everex Infotech

More Related