Lead Management Software - Examples of Use

A standard process is the client completes a form on your site, then the lead goes through to email which is then picked up and the details are added to a system.

After this, the client is qualified probably on paper questionnaire then the system is updated.

The next person involved in process somehow takes charge of lead and goes through the sales contact process.

New Qualification Process using Lead Solutions

Client Completes Form

Data Automatically entered into system

Lead picked up in qualifier queue and qualified

Status changed and automatically moves into the correct next stage queue

You can see the new process can save your company a lot of time and potential errors in the qualification procedure.

Using the time saved on needlessly manually entering details and notifying colleagues of new leads or changed status, qualifiers can re-trace and follow up old leads, maximising your client capture.

The following process shows you how a sales person would take a qualified lead using the system:

New Sales Process

Lead moved into sales queue

Contact made with lead by sales person

Results recorded with date for follow up or status change

You can also have the system move qualified leads into a managers queue who can then assign leads to sales people. Any supporting documentation can be appended to a lead.

Set campaigns up, check conversion ratios and then eliminate poorly performing and converting keywords. After this increase bids on well performing and converting keywords.

Conversion is a relative factor who's true value can only be determined when sales have gone through their qualification and sales life-cycle. You are probably paying too much for keywords that convert initially, without any long term sales value.

With our lead management software you can have reports built to see which PPC campaigns or partner websites or organic keywords are delivering the leads that are converting to actual sales.

Reporting on Leads

New PPC Management Process

Set PPC campaigns up

Eliminate poorly performing keywords

Change bids on keywords based on QUALIFICATION and SALES

You can have reports developed on individual or group sales and qualifiers any time.

If your system includes financial information this can all be added as well as any conversion averages as can any analytics data from Google Adwords or Organic marketing/Email campaigns and more.

We capture all Keywords, Referrers and IP Addresses of the users which are converted into country names, and you can report on any of these, and any other data in the system.

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