Technicians in the field can generate new sales leads by capturing basic information about potential customers they encounter. The sales lead is entered into a mobile app and assigned to an office staff member, who then calls the potential customer within an hour to convert the lead into new business. Tracking sales leads allows companies to provide incentives for technicians and turn chance encounters into free sales opportunities that benefit both the company and customer.

1. SERVICE MANAGER PLUS
Sales Lead
Instructional Slide Show

2. What is Sales Lead and why do
you need it?
You have several technicians on the
road everyday coming across potential
customers.
Why not use them to also capture some
new business?

3. How does it work?
Scenario:
• Your technician Steve is at your customers house performing his
job. In comes his nosy neighbor John, and asks questions about
the work.
• John just became a sales lead and a potential customer.
• Technician Steve goes to his mobile app and puts in some basic
information about John.
• Your office staff calls John within the hour and captures new
business.

4. Step 1. Create a sales lead from your mobile and assign it to a sales person or office staff

5. Step 2. Sales person or office staff calls customer within hour to capture new business
Technician
Sales person
or
Office staff
Customer
Timely Contact = Realized Revenue

6. Easily track sales lead to provide incentives for your
technicians.
Free sales. It’s a win-win.