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Lead Delivery System White Paper Directory Sales Lead & Marketing Tool Olympic Technology Consulting Services, LLC “Bringing Small Business to the Web” www.olympictcs.com bizdev@olympictcs.com. WHAT IS A LEAD DELIVERY SYSTEM. Web application
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Lead Delivery System White Paper Directory Sales Lead & Marketing Tool Olympic Technology Consulting Services, LLC “Bringing Small Business to the Web” www.olympictcs.com bizdev@olympictcs.com
WHAT IS A LEAD DELIVERY SYSTEM • Web application • Captures registration/lead information for clients • Creates reports to track orders • Client converts leads into sales • Generates revenue for clients
WHO NEEDED A SOLUTION • Publicly traded, major online content corporation • Technology-focused • 2,000+ employees worldwide • 2005 net income: $27 million
WHAT WAS NEEDED • Track opt-in registrations and leads from various websites • Organize registrations from advertisement media • Provide customized delivery of information to client • Track delivery of leads for revenue recognition purposes • Create reports and alerts on major differentials to client • Calculate rolling 4-week average of leads generated • 20-40% daily fluctuations • Critical system file changes and publishes
MAJOR POINTS • Custom built solution • Windows-authentication based • Used by 100+ employees • Each with different functions and necessities • Passed Sarbanes-Oxley requirements (SOX Compliant) • Federal requirement of controls and testing (IPO) • Audits testing and checks to verify compliance • Served as a model for future projects and systems
HOW IT WORKS - TECHNICAL • Import data using Microsoft DTS Packages Public Facing MySQL Database INTERNAL MS SQL SERVER Reporting Database INTERNAL MS SQL SERVER Application Database Registration Form • Using Microsoft.NET technologies & written in C# • Data is cleaned to the client’s specifications • Only client’s leads are sent to the application Oracle Financials
Client selects order from main page • Download leads and/or view reports • Lists all current orders for tracking • Promotion materials, products, and services • Easy access to information or specific reports
View order information (client receipt) • Tracks information for each invoice • Improved accuracy for meeting and understanding goals • Choose what they need to view • Customizable views allow for easy lead verification and/or deletion
View the lead information • Cleanly lists requested information • Easily “reject” information you do not need/want • Assign codes to those not wanted for reporting purposes
Export the information into Excel spreadsheets • Convert registrations into leads for client • Easily deliver information to clients via email • Sort information as needed • Importable into CRM systems
Olympic Technology Consulting Services, LLC “Bringing Small Business to the Web” www.olympictcs.com bizdev@olympictcs.com