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One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
One App Cloud - Lead management
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One App Cloud - Lead management

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Automate lead management process with One App Cloud.

Automate lead management process with One App Cloud.

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  • Transcript

    • 1. Lead Management ONE APP CLOUD
    • 2. Why automate Lead Management ?
    • 3. Why automate Lead Management ?■ Decrease customer acquisition expenses■ Shrink sales cycles■ Convert more leads into sales■ Measure ROI of lead generation programs
    • 4. Why use One App Cloud for leads?
    • 5. Why use One App Cloud for leads?■ Centralize - Consolidate leads from all sources■ Sales team collaboration - Less emails■ Lead distribution & tracking - Workflow & status management■ Analytics - Gain insights into lead conversions■ Flexible - Build your own lead process
    • 6. Desired FeaturesIn Lead / Opportunity management process
    • 7. Desired FeaturesIn Lead / Opportunity management process✓Team Collaboration✓Ranking and sorting leads✓Lead distribution to sales team✓Notes and Internal comments✓Status Management✓Analytics
    • 8. Lets start with an existing excel and enhance it to create a “Lead Management” process
    • 9. Getting Started...Key steps in the process
    • 10. Getting Started...Key steps in the process★Create a lead capture form using form builder or import an excel spreadsheet
    • 11. Getting Started...Key steps in the process★Create a lead capture form using form builder or import an excel spreadsheet★Lead capture form has details about the lead including contact name, addresses, industry and source
    • 12. Getting Started...Key steps in the process★Create a lead capture form using form builder or import an excel spreadsheet★Lead capture form has details about the lead including contact name, addresses, industry and source★Once leads are qualified, sales team can follow up with the lead contact and convert the lead to an opportunity
    • 13. Design Forms and Rules
    • 14. Lead ExcelSpreadsheet with lead details
    • 15. Create FormUpload your spreadsheet
    • 16. Create FormUpload your spreadsheet
    • 17. Create FormUpload your spreadsheet
    • 18. Create FormUpload your spreadsheet
    • 19. Create FormUpload your spreadsheetChoose “Upload Form” from the “Create” drop down button. Then select you excel spreadsheet.
    • 20. Form ImportForm created and data is imported
    • 21. Form ImportForm created and data is imported
    • 22. Form ImportForm created and data is imported
    • 23. Form ImportForm created and data is imported
    • 24. Form ImportForm created and data is importedA form is created from the spreadsheet. The form data is imported into the tool.
    • 25. Form ImportData is imported
    • 26. Form ImportData is imported
    • 27. Form ImportData is imported
    • 28. Form ImportData is imported
    • 29. Form ImportData is imported Column headers are converted to form fields
    • 30. Form ImportData is imported Column headers are converted to form fields
    • 31. Data ImportForm is populated with the row data
    • 32. Data ImportForm is populated with the row data
    • 33. Next Steps...
    • 34. Next Steps...✓You now have a structured form to capture leads
    • 35. Next Steps...✓You now have a structured form to capture leads✓You can add additional fields to the lead form
    • 36. Next Steps...✓You now have a structured form to capture leads✓You can add additional fields to the lead form✓You can distribute leads to your sales teams via a business rule
    • 37. Next Steps...✓You now have a structured form to capture leads✓You can add additional fields to the lead form✓You can distribute leads to your sales teams via a business rule✓You can collaborate with your team on any lead
    • 38. Next Steps...✓You now have a structured form to capture leads✓You can add additional fields to the lead form✓You can distribute leads to your sales teams via a business rule✓You can collaborate with your team on any lead✓You can run analytics on the imported data
    • 39. Enhance Lead FormAdd a lead source field
    • 40. Enhance Lead FormAdd a lead source field
    • 41. Enhance Lead FormAdd a lead status and comments field
    • 42. Enhance Lead FormAdd a lead status and comments field
    • 43. Enhance Lead FormAdd a lead status and comments field
    • 44. Lead DistributionDistribute leads captured at “Conference” to “Inside sales” group
    • 45. Lead DistributionDistribute leads captured at “Conference” to “Inside sales” group
    • 46. Lead DistributionDistribute leads captured at “Conference” to “Inside sales” group
    • 47. Lead DistributionDistribute leads captured at “Conference” to “Inside sales” group
    • 48. CollaborationSales team collaboration
    • 49. CollaborationSales team collaboration Share documents, comments and follow up on your leads.
    • 50. ReportingRun reports on your leads
    • 51. ReportingRun reports on your leads
    • 52. ReportingRun reports on your leads Identify hot leads, measure ROI on lead generation programs
    • 53. One App Cloud Advantages
    • 54. One App Cloud Advantages✓You are able to bring in existing data and excel files
    • 55. One App Cloud Advantages✓You are able to bring in existing data and excel files✓You are able to enhance your lead capture form and add additional fields like status, lead type and comments
    • 56. One App Cloud Advantages✓You are able to bring in existing data and excel files✓You are able to enhance your lead capture form and add additional fields like status, lead type and comments✓You are able to distribute leads to your sales teams
    • 57. One App Cloud Advantages✓You are able to bring in existing data and excel files✓You are able to enhance your lead capture form and add additional fields like status, lead type and comments✓You are able to distribute leads to your sales teams✓You are able to collaborate around a lead/opportunity
    • 58. One App Cloud Advantages✓You are able to bring in existing data and excel files✓You are able to enhance your lead capture form and add additional fields like status, lead type and comments✓You are able to distribute leads to your sales teams✓You are able to collaborate around a lead/opportunity✓You have better visibility into lead conversions through reporting
    • 59. Want to try?http://app.oneappcloud.com Free trial Sign up using your gmail or google apps account 30 Days with all features Use preconfigured applications Invite more users from your company and collaborate Contact Us Support Additional forms Enterprise Integration (SAP, Salesforce.com, Sharepoint and more)
    • 60. THANK YOU!Web Facebook Twitter

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