[Lead]Prime is an integrated,simple configurable, web based and ready to use Lead Management Tool that can be used in various business verticals.
http://www.leadprime.com/
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LeadPrime Lead Management Tool
1.
2. Key Topics
• Lead Management Today – Problem Statement
• LeadPrime Functional Overview
– Business Domains
– Value Addition
• LeadPrime Features
– 3rd Party Integrations
– LeadPrime Web Services
– LeadPrime Dashboard Reports
– LeadPrime Mobile App
• LeadPrime Technology Stack
• LeadPrime Service offerings
3. Management Questions
1. How many Total Leads?
2. What is the Lead status?
3. What is the best Lead Category?
4. Who is my best Sales guy?
5. What is the best source for my leads?
6. How many turned into My Customers?
7. What is my ROI this year compared to
last year?
Lead Management – Today – Problem Statement
5. LeadPrime is a collaborative tool for
sales pipeline management.
• Bringing all Leads to one platform to
efficiently manage the sales pipeline
• Best practice implementations using
[Lead]Prime Integrated Portal
• Helps you align Marketing and Lead
strategies
• Capitalize on key configuration and
process principles in order to track
the Lead to Cash process
Product Overview
6. Lead Pool
Enquiry
Lead Follow-up
Email
SMS
Phone
Meeting
Prospects
Sales!
• Websites
• Data Lists
• Ads,
• SMS,Email
• Lead Rating
• Lead requirements
• Schedule Follow-ups
• Daily email/SMS/phone
alerts
• Activity Logs/History
• Tagged Leads
• Lead Filtering
• Lead grouping
Analytics – 360 view of Lead
counts, sales Agents, Leads
by data source, products
LeadPrime – Sales Pipeline Management Overview
9. Customize Lead Requirements
User can choose customizable landing pages
Template Views based on Sales User vs. Management
Customize Lead Requirements
Lead Requirements can be defined/captured according to the business needs
Lead Attributes can be defined/captured according to the business
Define your Product Line/Campaigns/Promotions
Create your business products with images
Compare Products by features
Relate the leads based on the lead source
Custom Setup by Business
Lead Status can be defined by the Sales Manager to promote the same language with
in the team
Lead Activities within the Lead Status can be defined by the Sales Manager
Follow-up reminders can be customized
User Roles can be defined according to your business needs
User security can be customized
LeadPrime – Domain Specific Customization
12. Capitalize on key configuration process principles in order to track Lead to Cash process
LeadPrime – Lead life cycle
13. More revenue
Customer centric Analytics can be offered
to attract more clients
Extension of lead generation services to
lead management that can be offered to
your customers
Long term sustainability of the customers
with portal
LeadPrime – Value Addition
14. Bringing all Leads to one platform to
efficiently manage the sales pipeline
No huge upfront cost
Remote access allows to manage leads
from anywhere
Lead Analytics to forecast and plan their
marketing strategies
LeadPrime – Value Addition
16. Know Your Lead
Lead Requirements
Lead Capture
Lead Category
Lead Scoring
Process Your lead
Lead Distribution
Lead Integration
Lead Assignment
Lead Tracking
Interact With Your lead
Lead Contact
Lead Follow-up
Lead Status
Lead Activity
Lead Generation
Website
Campaigns
Promotions
Coupons
Analytics
Dashboards
Sales performance
Sales Forecast
Sales Activity Statistics
Lead Integration
Email Integration
Google Calenderization
Mobile Integration
Web Integration
LeadPrime – Features
17. Web-to-Lead
Capture lead information from
your website and pass to
LeadPrime real-time
Data Loader / Manual Entry
Import lead information from
various file sources
Online Advertisements
Capture leads generated as a
result of search engine
optimization initiatives
Import Email/Phone
Contacts
Import lead information from
various mail software
Data Lists
LeadPrime – Lead Capture / Integration
Mobile App
LeadPrime App available in various
IOS and Android Devices.
18. Automatic Lead Distribution
•Leads can be distributed to the sales teams by Admin
•Automatic distribution of the leads by Round Robin to
all the users
•Automatic distribution of the leads by Round Robin for
Selected Users
LeadPrime – Features
19. Team Collaboration
•Team Leads to share among the associated Users
•Grouping of the leads by various criteria
•User friendly interface to re-assign leads
LeadPrime – Features
20. Track User Activity Logs
•Lead Changes by each user can be logged
•Activities by user can be tracked and viewed by
Management
•SMS/Emails sent and received can be tracked
LeadPrime – Features
21. Lead Scoring
Define Lead Scoring Rules on configurable
attributes based on business model.
LeadPrime – Features
22. User Hierarchy
•Manage the leads at Single Tier level
•Managing leads at Multi-Tier levels
•Supports product / territory based rollup
LeadPrime – Features
23. User Authorization
•User Security can be defined by Application Feature
•User Security can be defined by Application Services
LeadPrime – Features
27. Email Synchronization
•Centralize the Email communications with all your leads.
•Central repository of all email communications.
•Visibility to user hierarchy on all communications
LeadPrime – 3rd Party Integration
28. SMS Direct
•Ability to receive Inward SMS
•Ability to Send SMS
•SMS Templates can be defined for reusability
(SMS Gateway should be purchased independent of this software from the 3rd party
vendor)
LeadPrime – 3rd Party Integration
29. Google /Outlook/Business Calendars
Meeting Invites/Follow-ups Scheduled is integrated
with Google Calendars and many other business
calendars.
LeadPrime – 3rd Party Integration
30. Skype Integration
Skype calls can be initiated from within the application
by sales Tele callers where the calls can be tracked.
LeadPrime – 3rd Party Integration
35. LeadPrime – Dashboards
Dashboard Reporting
•Dashboard
•Leads by Status/Product/Campaign/Requirement/
Promotion
•Leads Status by User/Campaigns/Product
36. LeadPrime – Dashboards
Dashboard Reporting
•User Activity Statistics
•Team Performance report
•User Performance by week
•Monthly/Weekly Sales by product
39. LeadPrime – Mobile App (IOS and Android)
LeadPrime mobile on the go helps you conduct the business
anytime any where. LeadPrime mobile assists you seamlessly
Capture new leads , keep track of all your leads, gives you
follow-up alerts and efficiently increase the lead conversion
ratio.
Download From
Connect. Capture. Contact. Convert
40. Networking made easy with LeadPrime mobile …
Lead Capture from Business card capture and QR Code.
LeadPrime – Mobile App (IOS and Android)
42. Application
Microsoft .NET Framework
IIS Server
Dashboards built on native .NET
Support for SSIS, SSAS, SSRS
Database
Any ODBC compliant databases
Implementations on MSSQL and
MySQL
LeadPrime – Technology Stack
43. Infrastructure
Cloud deployed hosted model for SAAS
Private cloud hosted for dedicated clients
On Premise deployment
Scalability
Support for highly scalable environments
Currently supporting about a million Leads
BCP / DR
Hot Standby available offsite for SAAS
customers
LeadPrime – Technology Stack
45. LeadPrime – Service Offerings
Web Based B2B tool
SAAS model is Offered
to individual or
businesses
Partner with portals and host the login for their
clients from the portal websites
Intranet implementations
for individual businesses