Track Leads
With more than 30 years experience building lead management programs, we know what you need: a partner with the strategies, technology solutions and knowledge to effectively meet your company's unique requirements to manage and track leads.
The Track Leads Sales and Marketing tool provides a complete closed-loop solution that enables users to track leads through each stage of the lead management process—from lead qualification to closing revenue. Inside sales representatives can focus on qualifying leads while field sales can focus on converting qualified leads into revenue-generating opportunities.
Track Leads system will ensure that sales leads are automatically tracked and assigned to the correct individual every time. Each new lead is assigned an owner using rules based on territory assignments, product expertise or other customized parameters that you choose. As territories change or as new staff members join the team, administrators can apply new lead tracking and assignment rules in one easy step.
Automatically track leads and assign leads to the correct individual based on territory, product expertise or user-defined rules. Re-assign leads based on territory changes or personnel changes.
Track Leads Benefits:
- Track leads through each stage of sales cycle
- Streamlines lead importing
- Provides easy analysis of lead sources by campaign and channel
Track Leads and Lead Assignment features:
- Built-in wizard for directly importing leads from spreadsheets
- Automatic lead tracking and assignment based on predefined rules
- E-mail notification for new lead tracking and assignments
- Easy re-assignment and tracking of leads
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