Lead Management FAQ

Answers for frequently asked questions including general, sales lead management system specific features and functionalities, and technical and support related inquiries.

General Information

Q. What is LeadPro 24|7?

A. LeadPro 24|7 is an integrated Lead Distribution, Tracking & Management, Web based Surveys and permission based Email Marketing Automation solution. The solution can be used for bulk email list management, segmentation / target marketing, preparing, emailing and tracking news letters, product announcements, and special offers, lead imports from internal and external systems, internet generated lead distribution, lead scoring and routing, sales lead tracking, campaign reporting and proactive opt-in / opt-out management. Drip Email campaigns can be used for Sales Lead Nurturing. Online Surveys can be employed to survey the prospects and customers.

Q. What are the key technical features of the solution?

A. LeadPro 24|7 is fully web based and offered as an On-demand eMarketing solution based on pay-as-you-go model. It is based on enterprise class technology platform and includes user friendly interface with extensive in-built error checking features. The application is hosted in a highly secure, world class web hosting server environment.

Q. Should I install any client-side software on our computers to use the system?

A. The system does not need any software or special hardware. All you need is access to the Internet and a web browser, and you are ready to go!

Q. Do I need to enter into long term contracts to use the solution?

A. No. You can subscribe to the service on a monthly basis. There is no need for any long term commitments.

Q. We are a large organization. Can multiple users from our organization work on the Sales Lead Management and access the contents and reports?

A. Yes. Large organizations can have any number of users. Even the user access permissions can be managed by flexible role assignments.

Q. Can the leads and lists be imported from external systems? What are the formats supported?

A. Yes, the leads and list data can be imported from external systems including your enterprise systems. Formats supported are XLS, CSV, ASCII, Access, and XML.

Q. Is the data and information stored in the system secure?

A. We use highly secure, hosted servers to store and process the data. This method is the same as that used by organizations such as banks and financial institutions to protect data over the Internet.

Q. How long does it take to set up the account and start using the application?

A. Once you sign-up on the internet, we review the application for completeness and accuracy and start building the profile. Depending on your specific customization requirements, the start up time varies. It can range anywhere from a few hours to few days.

Lead Management

Q. What are the features of Sales Lead Management module?

A. Leads can be organized / collected for Multiple Business Areas and Multiple Product Lines. Lead information can be entered through the system or imported from other systems. Unlimited Lead Sources (such as Lead Capture forms, APIs, Email Parsing, etc.) can be defined. Extensive features are available for Lead Distribution to the marketing and sales team members as well as channel partners / lead buyers. Very useful analytic, real time reports are also included in the system.

Q. What are the features of Lead Generation Distribution module?

A. Leads can be captured from multiple Lead Generation sources such as Landing pages, 3rd party systems, and lead sellers. Leads can also be validated and verified online, before sent to the lead distribution engine. Lead distribution includes flexible filters and business rules, round robin rules, ping tree logic, price maximization, bidding strategies, etc. Lead credit requests can be approved and tracked. The system includes multiple lead delivery and retrieval methods including a full fledged back office and lead tracking system.

Q. Our sales is primarily through channel partners. Can the partner employees access the system directly?

A. Entire sales team including that of your partners can access the application. Leads are protected based on definable business rules such as territory, geographic zones, regions, etc. If you are a lead generation / distribution company, your lead buyers can access the Back Office System for lead retrieval.

Q. What lead management services are offered?

A. Our service areas include personalized emails, custom landing pages and URLs, lead qualification, lead scoring, lead routing / lead distribution, lead nurturing, conversion tracking and analytics.

Q. Does the system support flexible lead profile template definition?

A. Yes, the system supports lead journal / profile templates definition to collect various data  elements from the prospects. Each lead campaign can use a different template.

Lead Reporting and Analytics

Q. What Lead Management related reports are available in LeadPro 24|7?

A. LeadPro 24|7 offers an array of reports and analytics for Lead Management. The reports include Lead Analysis by Business Area, Product Line, Lead Source, and Lead Type, Lead Sales Analysis, Conversion Analysis, Lead Aging Analysis, and Sales Forecast based on win-confidence levels.

Enterprise Solutions and Full Service Options

Q. Do you provide enterprise support?

A. Yes. The enterprise services include branding, customization and channel management features. LeadPro 24|7 system comes in three versions, namely Express, Professional and Enterprise. View the features of these editions on the Lead Tracking Software Feature Comparison page.

Q. Do you provide API based access to Lead Management System?

A. Yes. The enterprise customers are provided with the API based on industry standard web services. The API is available for Lead Management, List Management and Campaign Management modules.

Q. Can we use this Lead Management Solution as an in-house (in-premise) tool?

A. Yes. We can license the Enterprise Version for your in-premise implementation. We provide training, branding, customization and implementation services to support the in-premise delivery model.

Q. Do you provide on going operations and maintenance support for the in-premise model?

A. Yes. We can provide operational, technical and marketing related services on an on going basis, so that your team can focus on the business operations, prospects and customers.

For more details and take a look at the overview of these functions, please see Email Marketing, online Surveys and Lead Distribution Management Product Tutorials Overview pages. Or request a Free Trial (no obligation, no commitment, no contract) and test drive the service to see how it fits your requirements.