Presented by: Zed-Axis Technologies www.zed-axis.com | An ISO 9001:2000 Certified Web and Software Development Co. | Microsoft Certified Partner for Custom Applications, Business Intelligence and Database Solutions Zed-Axis Confidential Sales Lead Management System

A Lead Management System would help you manage and track the leads for your products / services The system would be used by different people involved from the marketing and sales side and would accordingly have different roles and access rights. The system would provide “Role based access” to its users. Different roles will be able to see real time reports as per their access rights. The Sales Lead Management System should help in Performance Management as well as efficient management of sales functions. Zed-Axis Confidential Brief of Understanding

A Lead Management System would help you manage and track the leads for your products / services

The system would be used by different people involved from the marketing and sales side and would accordingly have different roles and access rights.

The system would provide “Role based access” to its users. Different roles will be able to see real time reports as per their access rights.

The Sales Lead Management System should help in Performance Management as well as efficient management of sales functions.

Lead Submission Leads are collected and uploaded through different sources like website, emails, call centre, Bulk Upload, etc User Master Managing Users Access Rights Roles Lead Transfer Logic Auto allocation of leads Manual allocation Dashboard View Reports View Alerts for new tasks / leads Daily Activity Sheet Alerts and Reminders Emails & SMS Dashboard Alerts Lead Search Lead Status Update Status Update Remarks, Feedbacks Reopen leads Allocate leads Multi formats Reports Others Reallocate leads Upload Mass Leads Masters Management Cities, Regions, Branches Products Documents Master Lead Source Lead Status Zed-Axis Confidential Probable Modules

Lead Submission

Leads are collected and uploaded through different sources like website, emails, call centre, Bulk Upload, etc

User Master

Managing Users

Access Rights

Roles

Lead Transfer Logic

Auto allocation of leads

Manual allocation

Dashboard

View Reports

View Alerts for new tasks / leads

Daily Activity Sheet

Alerts and Reminders

Emails & SMS

Dashboard Alerts

Lead Search

Lead Status

Update Status

Update Remarks, Feedbacks

Reopen leads

Allocate leads

Multi formats Reports

Others

Reallocate leads

Upload Mass Leads

Masters Management

Cities, Regions, Branches

Products

Documents Master

Lead Source

Lead Status

Zed-Axis Confidential Overview of the System

Zed-Axis Confidential Dummy Screenshot – entering the lead details

Zed-Axis Confidential Dummy Screenshot - Dashboard

Zed-Axis Confidential Dummy Screenshot – Viewing and Updating Lead Status

Zed-Axis Confidential Dummy Screenshot – Administrator Dashboard

Zed-Axis Confidential Dummy Screenshot – Managing Users

Zed-Axis Confidential Dummy screenshot – kinds of reports

Zed-Axis Confidential Dummy Screenshot – Graphical Reports (Optional)