One App Cloud - Lead management

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Automate lead management process with One App Cloud.

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  • One App Cloud - Lead management

    1. 1. Lead Management ONE APP CLOUD
    2. 2. Why automate Lead Management ?
    3. 3. Why automate Lead Management ?■ Decrease customer acquisition expenses■ Shrink sales cycles■ Convert more leads into sales■ Measure ROI of lead generation programs
    4. 4. Why use One App Cloud for leads?
    5. 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. 6. Desired FeaturesIn Lead / Opportunity management process
    7. 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. 8. Lets start with an existing excel and enhance it to create a “Lead Management” process
    9. 9. Getting Started...Key steps in the process
    10. 10. Getting Started...Key steps in the process★Create a lead capture form using form builder or import an excel spreadsheet
    11. 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. 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. 13. Design Forms and Rules
    14. 14. Lead ExcelSpreadsheet with lead details
    15. 15. Create FormUpload your spreadsheet
    16. 16. Create FormUpload your spreadsheet
    17. 17. Create FormUpload your spreadsheet
    18. 18. Create FormUpload your spreadsheet
    19. 19. Create FormUpload your spreadsheetChoose “Upload Form” from the “Create” drop down button. Then select you excel spreadsheet.
    20. 20. Form ImportForm created and data is imported
    21. 21. Form ImportForm created and data is imported
    22. 22. Form ImportForm created and data is imported
    23. 23. Form ImportForm created and data is imported
    24. 24. Form ImportForm created and data is importedA form is created from the spreadsheet. The form data is imported into the tool.
    25. 25. Form ImportData is imported
    26. 26. Form ImportData is imported
    27. 27. Form ImportData is imported
    28. 28. Form ImportData is imported
    29. 29. Form ImportData is imported Column headers are converted to form fields
    30. 30. Form ImportData is imported Column headers are converted to form fields
    31. 31. Data ImportForm is populated with the row data
    32. 32. Data ImportForm is populated with the row data
    33. 33. Next Steps...
    34. 34. Next Steps...✓You now have a structured form to capture leads
    35. 35. Next Steps...✓You now have a structured form to capture leads✓You can add additional fields to the lead form
    36. 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. 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. 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. 39. Enhance Lead FormAdd a lead source field
    40. 40. Enhance Lead FormAdd a lead source field
    41. 41. Enhance Lead FormAdd a lead status and comments field
    42. 42. Enhance Lead FormAdd a lead status and comments field
    43. 43. Enhance Lead FormAdd a lead status and comments field
    44. 44. Lead DistributionDistribute leads captured at “Conference” to “Inside sales” group
    45. 45. Lead DistributionDistribute leads captured at “Conference” to “Inside sales” group
    46. 46. Lead DistributionDistribute leads captured at “Conference” to “Inside sales” group
    47. 47. Lead DistributionDistribute leads captured at “Conference” to “Inside sales” group
    48. 48. CollaborationSales team collaboration
    49. 49. CollaborationSales team collaboration Share documents, comments and follow up on your leads.
    50. 50. ReportingRun reports on your leads
    51. 51. ReportingRun reports on your leads
    52. 52. ReportingRun reports on your leads Identify hot leads, measure ROI on lead generation programs
    53. 53. One App Cloud Advantages
    54. 54. One App Cloud Advantages✓You are able to bring in existing data and excel files
    55. 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. 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. 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. 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. 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. 60. THANK YOU!Web Facebook Twitter

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