LeadPrime Lead Management Tool
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Transcript of LeadPrime Lead Management Tool
Key Topics
• Lead Management Today – Problem Statement
• LeadPrime Functional Overview
– Business Domains
– Value Addition
• LeadPrime Features
– 3rd Party Integrations
– LeadPrime Web Services
– LeadPrime Dashboard Reports
– LeadPrime Mobile App
• LeadPrime Technology Stack
• LeadPrime Service offerings
Management Questions
1. How many Total Leads?
2. What is the Lead status?
3. What is the best Lead Category?
4. Who is my best Sales guy?
5. What is the best source for my leads?
6. How many turned into My Customers?
7. What is my ROI this year compared to last
year?
Lead Management – Today – Problem Statement
LEADPRIME - OVERVIEW
LeadPrime is a collaborative tool for sales pipeline management.
• Bringing all Leads to one platform to efficiently manage the sales pipeline
• Best practice implementations using [Lead]Prime Integrated Portal
• Helps you align Marketing and Lead strategies
• Capitalize on key configuration and process principles in order to track the Lead to Cash process
Product Overview
Lead Pool
Enquiry
Lead Follow-upEmailSMSPhoneMeeting
Prospects
Sales!
1- • Websites• Data Lists• Ads,• SMS,Email 2- • Lead Rating
• Lead requirements
3- • Schedule Follow-ups• Daily email/SMS/phone
alerts• Activity Logs/History• Tagged Leads
4- • Lead Filtering• Lead grouping
5- Analytics – 360 view of Lead counts, sales Agents, Leads by data source, products
LeadPrime – Sales Pipeline Management Overview
LEADPRIME – BUSINESS DOMAINS
LeadPrime – Business Domains
Customize Lead RequirementsUser can choose customizable landing pages Template Views based on Sales User vs. Management
Customize Lead RequirementsLead Requirements can be defined/captured according to the business needsLead Attributes can be defined/captured according to the business
Define your Product Line/Campaigns/PromotionsCreate your business products with imagesCompare Products by featuresRelate the leads based on the lead source
Custom Setup by BusinessLead Status can be defined by the Sales Manager to promote the same language with in the teamLead Activities within the Lead Status can be defined by the Sales ManagerFollow-up reminders can be customized User Roles can be defined according to your business needsUser security can be customized
LeadPrime – Domain Specific Customization
LEADPRIME - VALUE PROPOSITION
LeadPrime – Features
Helps you align Marketing and Lead strategies
Capitalize on key configuration process principles in order to track Lead to Cash process
LeadPrime – Lead life cycle
More revenue
Customer centric Analytics can be offered to attract more clients
Extension of lead generation services to lead management that can be offered to your customers
Long term sustainability of the customers with portal
LeadPrime – Value Addition
Bringing all Leads to one platform to efficiently manage the sales pipeline
No huge upfront cost
Remote access allows to manage leads from anywhere
Lead Analytics to forecast and plan their marketing strategies
LeadPrime – Value Addition
LEADPRIME - FEATURES
Know Your Lead
Lead Requirements
Lead Capture
Lead Category
Lead Scoring
Process Your lead
Lead Distribution
Lead Integration
Lead Assignment
Lead Tracking
Interact With Your lead
Lead Contact
Lead Follow-up
Lead Status
Lead Activity
Lead Generation
Website
Campaigns
Promotions
Coupons
Analytics
Dashboards
Sales performance
Sales Forecast
Sales Activity Statistics
Lead Integration
Email Integration
Google Calenderization
Mobile Integration
Web Integration
LeadPrime – Features
Web-to-Lead
Capture lead information from your website and pass to
LeadPrime real-time
Data Loader / Manual Entry
Import lead information from various file sources
Online Advertisements
Capture leads generated as a result of search engine optimization initiatives
Import Email/Phone Contacts
Import lead information from various mail software
Data Lists
LeadPrime – Lead Capture / Integration
Mobile App
LeadPrime App available in various IOS and Android Devices.
Automatic Lead Distribution
•Leads can be distributed to the sales teams by Admin•Automatic distribution of the leads by Round Robin to all the users•Automatic distribution of the leads by Round Robin for Selected Users
LeadPrime – Features
Team Collaboration
•Team Leads to share among the associated Users•Grouping of the leads by various criteria•User friendly interface to re-assign leads
LeadPrime – Features
Track User Activity Logs
•Lead Changes by each user can be logged•Activities by user can be tracked and viewed by Management•SMS/Emails sent and received can be tracked
LeadPrime – Features
Lead Scoring
Define Lead Scoring Rules on configurable attributes based on business model.
LeadPrime – Features
User Hierarchy
•Manage the leads at Single Tier level•Managing leads at Multi-Tier levels•Supports product / territory based rollup
LeadPrime – Features
User Authorization
•User Security can be defined by Application Feature•User Security can be defined by Application Services
LeadPrime – Features
Search Features
•Basic Search
•Advanced Search
•Tag leads
LeadPrime – Features
Manager Toolkits•User friendly Team Collaboration Management
•Team Monitoring at all levels
•Lead Assignment
•Reporting
LeadPrime –Features
LEADPRIME – 3RD PARTY INTEGRATION
Email Synchronization
•Centralize the Email communications with all your leads.•Central repository of all email communications.•Visibility to user hierarchy on all communications
LeadPrime – 3rd Party Integration
SMS Direct •Ability to receive Inward SMS•Ability to Send SMS•SMS Templates can be defined for reusability
(SMS Gateway should be purchased independent of this software from the 3rd party vendor)
LeadPrime – 3rd Party Integration
Google /Outlook/Business Calendars
Meeting Invites/Follow-ups Scheduled is integrated with Google Calendars and many other business calendars.
LeadPrime – 3rd Party Integration
Skype Integration
Skype calls can be initiated from within the application by sales Tele callers where the calls can be tracked.
LeadPrime – 3rd Party Integration
Lead profiles can be viewed from within Leadprime.
LeadPrime – 3rd Party Integration
LEADPRIME – WEB SERVICES
Lead Setup
Web Services are available for •Lead import •Lead export
LeadPrime – Web Services
LEADPRIME – DASHBOARDS
LeadPrime – Dashboards
Dashboard Reporting•Dashboard
•Leads by Status/Product/Campaign/Requirement/
Promotion
•Leads Status by User/Campaigns/Product
LeadPrime – Dashboards
Dashboard Reporting•User Activity Statistics
•Team Performance report
•User Performance by week
•Monthly/Weekly Sales by product
LeadPrime – Dashboard Reports
LEADPRIME - MOBILE
LeadPrime – Mobile App (IOS and Android)
LeadPrime mobile on the go helps you conduct the business anytime any where. LeadPrime mobile assists you seamlessly Capture new leads , keep track of all your leads, gives you follow-up alerts and efficiently increase the lead conversion ratio.
Download From
Connect. Capture. Contact. Convert
Networking made easy with LeadPrime mobile …
Lead Capture from Business card capture and QR Code.
LeadPrime – Mobile App (IOS and Android)
LEADPRIME – TECHNOLOGY STACK
ApplicationMicrosoft .NET FrameworkIIS ServerDashboards built on native .NETSupport for SSIS, SSAS, SSRS
DatabaseAny ODBC compliant databases
Implementations on MSSQL and MySQL
LeadPrime – Technology Stack
InfrastructureCloud deployed hosted model for SAASPrivate cloud hosted for dedicated clientsOn Premise deployment
ScalabilitySupport for highly scalable environmentsCurrently supporting about a million Leads
BCP / DRHot Standby available offsite for SAAS
customers
LeadPrime – Technology Stack
LEADPRIME – SERVICE OFFERINGS
LeadPrime – Service Offerings
Web Based B2B tool
SAAS model is Offered to individual or businesses
Partner with portals and host the login for their clients from the portal websites
Intranet implementations for individual businesses
Thank You…