Sales Lead Pipeline Solutions

CRM Sales Lead Pipeline applications enable teams to gain greater insight into their selling processes and performance to improve sales efficiency.

Through role-based dashboards, team members can track sales information, assign opportunities and gain visibility into the status of overall leads entered into the application that reveal answers to questions like:

What opportunities are most likely to close this week?
What does our lead and opportunity pipeline look like?
Have we neglected any of our accounts?
Is there a bottleneck in our sales pipeline?
How many quotes are we working on? Have any been cancelled?
What's our best source of new leads this quarter?

CRM dashboards present this information in drill-down views for rapid assessment so timely action can be taken when hot-spots and adverse trends are identified.

Our sales lead pipeline solutions include functions for:

Lead Tracking - monitor leads from response to conversion including source tracking, quote revisions & history tracking
Lead Capture - to import leads from web forms & other external sources
Prospect Conversion - convert emails & leads to opportunities, accounts or other entities to reduce data entry remove double handling

Assignment - assign leads manually, or create lead queues and use workflows to apply automated lead routing & assignment

Products Tables - create product catalogues, price lists & discount lists to associate products with a sales opportunity for reduced data input & accurate quotes
Automated Sales Processes - apply automatic & repeatable sales processes that reflect your sales methodology to help people close deals & lower the cost of selling.

Sales Call Scripts - wizard driven call scripts prompt sales teams to consistently qualify & progress sales opportunities in line with your proven methodology

Find out more

Contact us to find out more and discuss how CRM sales solutions can be applied to help your sales team to identify new opportunities, cut sales cycles and use resources more efficiently.