Automated Lead Flow Process

Simplify and standardise the delivery of business processes through the use of CRM automated Workflows or user lead Dialogs:

  • Capture and track all lead details in one system.
  • Automatically associate e-mail messages with relevant leads or opportunities.
  • Use workflow to route leads to the right rep or sales team, Assign leads and tasks automatically.
  • Simplify lead qualification, scoring, and conversion.
  • Easily segment data to generate leads from your customer base.
  • Ensure leads are followed up on in a timely and consistent manner
  • Enforce a lead qualification process and rating system
  • Convert leads to a sales opportunity with a click of a button