1- Accounts and contacts and deals
No more than 2 clicks to all your information about prospects and customers. That's what a CRM should do for you. It is vital that your Sales CRM makes it wasy for front line staff to get access to your Account information. LeadMaster's unique web page user interface design was dveloped to work the same way that sales people do. My prospect is a company (Accounts) that has one or more people that I am talking to (Contacts) about one or more potential deals (Opportunities).
Importantly - it all doesn't once the sale is made. LeadMaster has a wide range of account management features that let sales people renew existing business as well as up selling and cross selling.
2- Opportunity management
All your deal information on one page. No going to this tab or that just to fnd out what the deal is.
See all your deals by company or perhaps by product. Maybe you want to use our unique Forecast Update report to do make bulk changes to your pipeline and then just hit Go to update all at once - makes doing your sales report so easy!
Having a excellent grasp on the deals in your funnel is key to being a successful salesperson. LeadMaster will help you work out which deals are going to get you to your quota or target this month.
3- Marketing Automation
OK - so they aren't quite ready to sign on the dotted line just yet - fine, we can handle that.
Just because they don't say yes today doesn't mean they won't say yes in the future. It is critical to nurture those leads and deals that turn out to be not yet sales ready. Using the Lead Nurturing feature you can put longer term leads onto any number of pre-arranged "tracks" and have the system keep them warm for you automatically. In the meantime you can be busy closing the deals that are ready!
4- Business Intelligence Dashboards
It seems so obvious but its surprising how many systems in the market don't do it.
When you login what do you need to see? You need your Pipeline; New Leads; Forecast Sales; Sales Stage Summary and so on. LeadMaster gives you complete control over your own dashboard with drill down graphs and charts that update in real time.
5- Microsoft Outlook Sync
Don't get me wrong - LeadMaster is a great system! But the fact is that Microsoft Outlook is the de facto standard for email, calendar and contacts.
With the LeadMaster Outlook Add-Ins you choose which system you use and when for email, calendar and conatcts and we keep it all sync'd up in the background for you.
6- Work Flow Automation
Use the Rules Engine to automate all those repetitive tasks that are necessary to keep your Sales CRM up to date and in good shape.
OK - so you change the Sales Status to "Call Back in 3 months" or "Email Brochure". Doesn't it make sense for the system to set the Call Back or send that brochure out via email automatically for you? Of course it does. And so we do.
For more information www.leadmaster.com.au