Sales Lead Capture, Distribution, Tracking and Management functions are summarized in the following high-level LeadPro 24|7 overview tutorials. To view the a functional area, click on the respective functional area title. Please note that the features and functions may vary depending upon the Application Edition and Subscription Level.
Overview of LeadPro 24|7 Lead Tracking and Management Service (10 Minutes)
| Functional Area | Functions Included |
Sales Organization Setup |
Setting up Sales Areas / Agents / Distributors Setting up Inside Sales Areas Setting up Regions / Branches / Sales Offices Setting Sales Zones / Sales Territory Maintenance |
Lead Journal Definition |
Defining a new Lead Journal Profile Business Segment Specific Journal Updating Lead Journal Properties Custom Data Columns Definition |
Sales Lead Capture Process |
Lead Capture from Website Landing Pages Lead Data Entry (Manual Process) Lead Data Import Templates Maintenance Lead Data Import (from files) Lead Data Interface - API / XML Web Services Lead Data Extraction (using Email Parsing) Lead Assignment (Manual Process) |
Lead Assignment and Routing |
Lead Routing / Assignment Rules Definition Lead Alert Notifications |
Lead Tracking and Management |
Lead PULL Process Lead Re-Assignment / Lead Transfer Lead Status Update Lead Qualification Lead Follow-up Activity Log |
Lead Analysis Reports / Metrics |
Lead Dashboard Lead Status Reports Analysis By Class Analysis By Lead Source Analysis By Lead Source Group Analysis By Lead Stage Analysis By Lead Status Analysis By Lead Profile Analysis By Lead Campaign Lead Activity Report Lead Aging Analysis Agent Performance Report Lead Pipeline / Funnel Report Lead Delivery Statistics Summary |
Industry Specific Lead Templates |
Insurance Leads (Home Owners, Auto, Life, Health, Long Term Care, RV / Boat / Motor Cycle, Commercial, Annuities) Real Estate Leads Mortgage and Home Equity Leads Higher Education Leads Loan Modification Leads Debt Settlement Leads Home Builder Leads |
Please feel free to contact us for a free on-line demonstration in order to evaluate and see if the features of the application meets your specific business requirements. Please provide your complete contact information and business requirements in the email, so that we can plan accordingly before giving a call back.
Or you may request a Sales Lead Tracking, Distribution and Management Free Trial account (no obligation, no commitment, no contract) and test drive the LeadPro 24|7 Lead Management service to see how it fits your requirements. In order to evaluate your business requirements and set up the account, an implementation team member will contact you for gathering additional information.
