SALES LEADS MODULE

With an easy-to-use Sales Lead Module, you can manage your entire sales cycle, track client communication, and connect your projects, marketing activities, and much more.

The sales leads module will assist your business with the best leads, increase customer engagement, and drive deals to completion.

SALES MODULE BENEFITS:

  • Increased efficiency in lead processing

  • View lead stages and sales progress

  • Create reminders to follow up with prospects

  • Real-time data, reports and financial forecast

  • Easily track all your leads at a touch of a button

  • Defining workflow

  • Improved team Co-ordination

WORK SMART

  • Sales On The Go

    The sales lead module can be linked to your Webatar mobile application, making it easy for your team to capture sales visits, sales prospects and create quotes on the go.

  • Reminders

    Sales module allows you to schedule reminders and notifications. Making it easy for the team to close all sales deals on time.

  • Communication

    One can capture Memo notes on what they have discussed with the lead. Making it easy for other team members and management to see the progress of a lead

WHAT YOU GET

  • Sales Funnel

    Not every lead is prepared to purchase. Determine lukewarm leads and create targeted nurture campaigns for them. Use tailored content to demonstrate value and guide clients through your sales funnel.

  • Sales Activity

    Sales Rep can capture time sheets from the sales lead module making it easy for management to see where sales reps spend more time. Sales reps can also attach all necessary information to the prospects and create a quote from a touch of a button

  • Sales Forecast

    Get a real-time view of quotations submitted and invoiced in relation to your monthly or annual sales rep target.

  • Workflows

    Delegate time-consuming administrative tasks to powerful automation processes. With a sales lead management module, you can assign sales tasks, schedule real-time meetings, and track lead progression through your sales pipeline.

  • Segmentation Grouping

    Group qualified leads and contact them as needed. Create lead segments and powerful sales campaigns by using buyer behavior, engagement level, and communication history.

  • REPORTS

    View the status of all deals at a glance.

    Using a colorful and visual interface, you can streamline your entire sales process.