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Lead Simplified How it works
Visit us at www.leadsimplified.com
Register your  Organization to  receive a  14-day free trial
Login with your  account credentials
KPI Dashboard
Dashboard (Key Performance Indicators)
Keep track of day-to-day enquiry and followup activity
Keep track of enquiry status
Keep track of your follow-up
Know where your enquiries are coming from
Keep a track of today’s followups and enquiries
Reports are available for day, week and month
Reports are also available user-wise
Enquiry
Quick access to enquiry details  along with the Dashboard Get Enquiry details  in single click alongside  the dashboard
Enquiry Details Click to view  entire enquiry details
Enquiry Details Export to PDF and Email  your enquiry details
Enquiry Details Details of the enquiry
Enquiry Details Details of the Contact
Enquiry Details Details of all the  interactions related  to this enquiry
Enquiry Details LeadScore  calculated using  BANT analysis
Checklist showing  details of steps  completed so far Enquiry Details
List of Enquiries
Create Contact
Create Enquiry
Create Enquiry Assign Enquiries to  right salesperson
Create Enquiry Assign a referrer,  if the enquiry  is referred by someone
Create Enquiry Select the source  from which the  enquiry has originated
Create Enquiry Select appropriate values for getting right Lead Score
Create Enquiry Select the right stage  of the enquiry life-cycle
Follow-up
Manage Followups
Manage Followups Keep track of your  followup schedule
Followup Alerts to keep you informed
Reports
Extract Reports
Extract Reports Comprehensive list of reports  to keep you updated  with information
Manage  Settings
Manage Users
Manage Sources  (eg. Magazine/Newspaper/Ad campaigns, etc.)
Streamline your Sales Process Checklist
Thank you!
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LeadSimplified - How It Works

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Transcript of "LeadSimplified - How It Works"

  1. 1. Lead Simplified How it works
  2. 2. Visit us at www.leadsimplified.com
  3. 3. Register your Organization to receive a 14-day free trial
  4. 4. Login with your account credentials
  5. 5. KPI Dashboard
  6. 6. Dashboard (Key Performance Indicators)
  7. 7. Keep track of day-to-day enquiry and followup activity
  8. 8. Keep track of enquiry status
  9. 9. Keep track of your follow-up
  10. 10. Know where your enquiries are coming from
  11. 11. Keep a track of today’s followups and enquiries
  12. 12. Reports are available for day, week and month
  13. 13. Reports are also available user-wise
  14. 14. Enquiry
  15. 15. Quick access to enquiry details along with the Dashboard Get Enquiry details in single click alongside the dashboard
  16. 16. Enquiry Details Click to view entire enquiry details
  17. 17. Enquiry Details Export to PDF and Email your enquiry details
  18. 18. Enquiry Details Details of the enquiry
  19. 19. Enquiry Details Details of the Contact
  20. 20. Enquiry Details Details of all the interactions related to this enquiry
  21. 21. Enquiry Details LeadScore calculated using BANT analysis
  22. 22. Checklist showing details of steps completed so far Enquiry Details
  23. 23. List of Enquiries
  24. 24. Create Contact
  25. 25. Create Enquiry
  26. 26. Create Enquiry Assign Enquiries to right salesperson
  27. 27. Create Enquiry Assign a referrer, if the enquiry is referred by someone
  28. 28. Create Enquiry Select the source from which the enquiry has originated
  29. 29. Create Enquiry Select appropriate values for getting right Lead Score
  30. 30. Create Enquiry Select the right stage of the enquiry life-cycle
  31. 31. Follow-up
  32. 32. Manage Followups
  33. 33. Manage Followups Keep track of your followup schedule
  34. 34. Followup Alerts to keep you informed
  35. 35. Reports
  36. 36. Extract Reports
  37. 37. Extract Reports Comprehensive list of reports to keep you updated with information
  38. 38. Manage Settings
  39. 39. Manage Users
  40. 40. Manage Sources (eg. Magazine/Newspaper/Ad campaigns, etc.)
  41. 41. Streamline your Sales Process Checklist
  42. 42. Thank you!
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