Eliminate the need for excessive and cumbersome spreadsheets to manage customer lists. Also all interactions can be stored and linked directly to the lead.

Aggressively target leads by assigning leads to salespeople or dealers and escalate leads that have not had activity for periods of time. Offer trial packages to interest and introduce prospective customers to products.

Manage the entire process within the module and convert leads into customers, reducing the overhead and risk of duplicate capture, as well as increasing the time to customer service activation. Retrieve invaluable information about successful and failed leads, by capturing notes and reasons over the status of a lead.

Lead management is the ability to save contact information for a customer for later use.

FEATURES

• Specify a package that the customer is interested in
• Specify the dealer & salesperson who is credited for a successful conversion
• Specify an interest level and comment for the lead
• Specify a declined reason and comment on unsuccessful conversion
• Ability to convert contact information into a system customer on successful lead.
• Leads are viewable only for the user that creates them
• Leads created for a salesperson that the current user is attached to are viewable
• Management can view all leads and run reports