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We've developed a simplified, streamlined approach for complete and accurate processing of sales leads. Our process uses email technology to accurately deliver and process lead activity, reporting such to a comprehensive database. Participants receive an email that contains leads found in the territory that need to be followed up on.

We accept all formats and organize them into one standard format:
PDF
Email
Excel
Web Leads
Phone Logs
 

Comprehensive Demo Master Reports

Sales Lead Posting Process - Beneficial Features

  • Update right on the email
  • Use of a drop-down menu to update the lead status - provides consistency
  • Update on one or all leads emailed
  • Ability to add comments to the lead
  • Ability to generate reports
  • Assurance that the leads are distributed to the proper person
  • Regional Managers and OEM Managers have the ability to forward the lead to the appropriate channel

Would you like to see this in action? You can receive a functional sample of this process in your inbox right now.
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