Automated assignment of leads
Get rid of duplicates right away and decide what should be done when duplicate data entering occurs.
Utilise The Data's Power!
When you can obtain more relevant data, that's when a CRM really shines. Better decisions, faster growth, and timely insights are all produced by cleaner data.
Organize Leads & Prioritize Opportunities
- comprises access control
- Convert leads into deals and contacts.
- Assign roles and create profiles.
- Product and Service Catalogue with Pictures
- Import/Export data Identity.
Includes
- Particular Fields
- Sales Pipeline
- Tasks
- Notes
Easily organise your team's daily responsibilities.
Use geo-check-ins and geo-check-outs to verify client visits. With meeting notes and records that include the duration and meeting status, you may gain a greater understanding of what transpired throughout the meeting. Make note-taking and uploading documents easier for the group.
- Maintain Communication with Your Field Staff
- Always be aware of the whereabouts of your field agents.
- Follow their whereabouts with ease and watch a map of their whole day!
FAQs
Agents in field sales leave the office to meet with clients and complete sales. The method by which you can keep an eye on and oversee the job performed by the field force team is called field sales management. It's a means of guaranteeing increased output and revenue from the group members. Insights on the quantity and locations of meetings held, as well as the duration and status of those meetings, are all important components of effective field sales management.
Efficient lead management helps you get the maximum value out of every incoming lead and boosts the speed of your sales cycle. It ensures that you do not miss out on any potential sales, which is especially necessary for growing businesses. SMBs can benefit the most from lead management as it allows them to:
1 .Tap into every potential sales opportunity2. Understand the pain points and requirements better of their leads better
3. Cater their offerings to align with these requirements, and increase the chance of making a sale
4. Identify the top sources through which leads are generated
5. Have a more targeted approach towards marketing
Some of the most important features present in lead management software are:
1. Lead Capturing, so that you get every important information on a prospective client.2. Lead Scoring to identify the hot leads and direct more resources towards them.
3. Lead Segmentation, through which you can group leads based on campaign source, requirement, location, etc.
4. Auto-routing of Leads, so that the right leads are assigned to the right salesperson Features like email nurturing, automated communication etc., so you can set up timely and relevant communications with your leads
5. Data Analytics, through which data-driven and informed business decisions can be made
The incoming leads can be automatically routed to right sales team members- based on products, locations and campaign source- to eliminate any kind of delays. You can map every lead’s progress on customizable pipelines and gain deeper insights into their interaction with your brand.