The more information you have easy access to, the better you can manage and help your salespeople.
And the better you can manage and help your salespeople, the better salespeople they’ll be.
Salespeople can assign themselves to leads that they bring in. You can assign leads on a rotating basis. Or you can assign leads according to each team members strengths, geography, or schedule.
Not only can you see what has and hasn’t been done, you can also look at each lead to make recommendations to salespeople about potential next steps or what they could do differently next time.
Morning emails remind what next steps should be completed that day, and evening emails report which scheduled next steps weren’t completed.
With all this stuff in one convenient place, less time is spent looking for things, and fewer leads slip through the cracks.
By salesperson, close rates, status, lead source, product type, and more.
Optional custom pipelines allow you to keep different lines of business separate, and select different default preferences to optimize Retail Lead Management for each pipeline.