Leads Capturing and Assignment

• Provides comprehensive templates for Field Sales, Telesales and Marketing to work seamlessly to capture leads and manage sales opportunities via Web, wireless PDAs and mobile phones
• Enables efficient leads assignment to internal sales force or partner sales force
• Supports manual leads assignment or automated leads assignment based on business rules
• Supports Email and SMS notifications of new leads to the relevant sales representative

Leads Updating and Nurturing

• Supports viewing and updating of leads information based on hierarchical multi-tier organization and partner organization relationships
• Generates weekly sales forecast report for sales manager or sales personnel to plan sales follow-up activities
• Supports activity updates via Web, wireless PDA or Mobile (SMS)
• Enables periodic reminders to ensure timely follow up of leads

Leads Management and Tracking

• Provides a console view to facilitate management and tracking of leads activities and status
• Provides leads summary reports to facilitate sales managers to monitor the overall leads management efficiency
• Enables prompt reassignment of leads

Data Import and Export

• Supports data import from spreadsheets e.g. leads information captured after a marketing event
• Supports data export into spreadsheets for sales management to conduct further analysis

Access Control

• Supports user access both within the organization as well in the partner organization
• Supports information access and management based on organization or user hierarchy
• Supports the creation of unlimited number of external partner organizations and their respective users

Administrative Functions

• Enables ease of administration of organization and user information
• Enables housekeeping of expired leads

Standard Reports
The activities in the Leads Manager can be used to generate reports. These reports provide insight into the effectiveness of sales activities and channel sales performance. These reports may be viewed by country, by marketing campaign, by partner sales organizations or by industry. Standard reports include:

• Win-loss Summary Report
  - By Territories
  - By Partner Organization and Sales Representative
  
• Leads-to-Sales Conversion Report
  - By Partner Organization and Sales Representative
  
• Leads Source Effectiveness Report
  - By Marketing Campaign
  

Overview    Solution    Key Features and Benefits