Benefits of Lead Management Software

Just some of the benefits of Lead Solutions

Have leads from website forms going directly into the system
Steps to Success in Lead Management
Qualify leads with totally bespoke parameters, change status and move to next stage automatically
Set lead follow up or move the lead to another user's queue
Report on PPC Adwords campaigns, Organic searches, location keyword and referral information for every lead
Report on employee performance and financial results of conversions or any other criteria
Reporting on Leads
Full Support
Full Daily Back-up's
We work with YOU to tailor the system to your needs

Status Driven Software Explanation and Process

Our software is run through a web interface and Status Driven, meaning that changing the status of a lead affects where and how it is acted on next.

You can set up as many status's as you wish, and have them appear in whichever access level you choose.

For example, a qualifier may want to see all the leads that are set to "New", "Follow Up", "For Qualification" or those which are specifically set against their name. When their part is done, they can move into a Managers or Sales queue by choosing their name on "Assigned to".

Alternatively they could change the status and the lead would appear in all sales persons queues. The access levels and way the systems works on moving leads around is totally flexible and can be easily adapted to your needs.

Below is an example using status and assigning to control the sales lead process.

Steps to Success in Lead Management

One Sales Lead Process Scenario

Lead comes in from Adwords campaign - set automatically to "For Qualification"
This lead appears in queues of all people who have access level Qualifier
Person A picks up the lead when they log on and contact client
It's a good lead so Person A makes some remarks with an agreed follow up date for sales call, and change status to "For Assigning"
Sales Manager see's high potential high value of lead and assigns it to their best sales person
Sales person makes contact. They now "Own" this lead unless they change who it is assigned to and go through the sales process, changing status to "In Process"
Sales Manager runs end of Month report on all Qualifiers and Sales people and their conversion and status rates as well as Adwords campaigns and makes relevant marketing and employee changes to improve sales

Clicking the above button will download a Word Document with instructions on how to log on to the demo system.

Manage
Update
Security
More Features

Lead Management Made Easy

Screenshots of the Lead Solutions system:

Assigning a lead coming in from a web form.
Click the video to view larger size:

Screenshots - Update System

Screenshots of our lead management system.

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Screenshots - Security and Roles

Screenshots of Lead Solutions Security and Role Management features.

Other features

More features of our lead management software.

Mobile Platforms

The system can be run on mobile platforms such as Android and iPhone, as well as though generic browsers. This enables you to access the system anytime, anywhere.

Reporting

You can have custom reports developed at any time, and also export all data out to Excel.

Branding

We can brand your software with your logo and company colours as well as any other preferred designs.

Updates

We work on the principle that 1 payment covers lifetime updates, so any new features that improve the system will be automatically updated into your version of the system.

More on our Lead Management Software:
Increase PPC ROI
Organic Results and SEO
Implementation Process
Lead Solutions Usability
Industries that Benefit from Lead Management Lead Exchange Buy Leads Sell Leads