Sales Lead Tracker

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(No Transcript)
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An Innovative Sales Lead Tracking System to
achieve greater insight, control and success in
your sales activities
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The issues faced by most businesses (including
yours) and how
helps resolve them
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NO CONTINUOUS ENGAGEMENT WITH CLIENTS

• Establish one-to-one client relationships through
  personalized mass mailing
• Create individualized emails from stored relevant
  information and then send to a large customer
  group
• Set different sales campaign for the list of
  clients

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DIFFICULTY IN VIEWING COMPLETE CLIENT
CORRESPONDENCE

• Instantly write customer letters concerning any
  previous resolutions, with the whole history of
  the relationship at your fingertips

• Store all client correspondence in one secure
  location

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JUSTIFYING ROI OF PARTICIPATION IN ANY
EVENT, EXHIBITION OR CAMPAIGN

• Segment all leads based on profile

• Track all captured leads from participated
  events, exhibition or campaign

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WASTAGE OF FINDING CLIENT INFORMATION

• Easily store and retrieve client information with
  just a click

• Search information based on name, company name,
  mobile number etc.

• Intelligently categorized your prospects or
  customers

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CHASING LEADS THAT ARE NOT INTERESTED

• Score leads based on their product interest (hot,
  warm, cold) to easily know sales-ready leads
• Contact hot leads first and increase chances of
  closing deals fast

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PITCHING THE RIGHT DISCOUNT

• Pitch the correct offer to finalize discount

• Segregate leads based on price factor (hot, warm,
  cold)

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MEASURING EFFORTS ON ENQUIRIES

• Track all activities done on enquiries
• Get insights of efforts put into particular
  queries and then try to reduce or shorten the
  cycle

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ASSIGNING WORK TO SALES TEAM AUTOMATICALLY

• Get progress status updates and track the
  development of circulated leads
• Allocate leads to sales team - set the task of
  relevant team member based on lead action

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ASSIGNING WORK TO SALES TEAM AUTOMATICALLY

• Assign each team member the tasks to be performed
  on per-day basis
• Get the sales team to start the days work,
  without waiting for instructions or making calls

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TRACKING ON-TIME COMPLETION OF ALL CRITICAL
ACTIVITIES

• Easily assign follow-up activities to sales team
• Ensure all critical follow-up activities are
  completed on-time

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ANALYZING FACTORS BEHIND LOST DEALS

• Get proper query-based reports, analyse factors
  behind the loss and take effective measures

• Get complete insights on WON and LOST deals

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DUPLICATION OF WORK IN CREATING DOCUMENTS WITH
SAME CONTENT

• Save all standard documents as templates

• Re-use templates just by personalizing them,
  saving time and making work easy

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ENFORCING SECURITY MECHANISM IS DIFFICULT
Centralized admin panel to look after everything
Easy security and role based access rights
mechanism
All documents and data stored in secured location
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FEATURES AT GLANCE

• Manages Prospects Suspects
• Monitors Sales Lead
• Tracks follow-ups
• Manage sales team activities
• Quotation/Proforma Automation
• Correspondence Management
• Query Based Reports
• Excellent Analysis
• Real-time Activity Tracking
• Central Repertory of  Precise Sales Knowledge
• Tracking Documents to Leads

FEATURES AT GLANCE
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QUICK INSIGHT OF
SALE LEAD TRACKER
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ADD CONTACT
Save the required details of prospects
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OPPORTUNITY
Save all the important information about
customers and products they are interested in
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PRODUCT
Complete details of products to be sold for every
sales lead. Also, rank your leads.
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ADDITION OF ACTIVITIES
Details of every interaction with prospect is
being noted for future follow-up
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PROMPT FOR DAILY FOLLOW-UPS
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LETTER AUTOMATION It is just Four clicks job to
prepare a letter
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SELECT THE DESIRED CONTACT
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SELECT REQUIRED FIELDS
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CLICK TO OPEN EDITABLE LETTER
No need of Naming Saving files Track every
document To respective Sales Lead

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GENERATE PERSONALIZED PRO FORMA INVOICE
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PRO FORMA INVOICE VIEW SCREEN
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QUOTATION VIEW SCREEN
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CAMPAIGN MANAGEMENT
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AUTOMATICALLY GENERATE QUOTATIONS
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REPORT FOR WON SALES
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REPORT FOR LOST SALES
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REPORT FOR ACTIVITIES DONE
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BENEFITS

• Helps you to win more sales
• Effective follow up of sales lead
• Helps in analysis/planning and forecasting of
  sales
• Knowledge sharing
• Schedules daily activities
• Reduces the chances of human errors
• Eliminates dependence on remembrance/paperwork
• Enables you to know your strengths as well as
  weaknesses

INCREASES EFFICIENCY OF SALES PERSONNEL
PERFORMANCE EVALUATION
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www.everexinfotech.com
Thank you!
Thank you!
We aspire your association
A business that consistently enriches lives is a
wealthy business
A business that consistently enriches lives is a
wealthy business
Regd. Office Everex Infotech Pvt. Ltd. 26,
Champa Gully, M. J. Market Lane, Mumbai 400002
INDIATel 91 - 22 4226 4444
info_at_everexinfotech.com www.everexinfotech.com
All software products are marketed supported by
Everex Infotech