LeadSquared for Field Sales
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Want to monitor every activity of your field sales team? Check out how LeadSquared can help you run your entire field-sales operation. with LeadSquared
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LeadSquared for Field Sales
- 1. Run your entire field-sales operations with LeadSquared Used and loved by 750+ customers worldwide
- 2. Watch Your Field Sales Team Closely
- 3. Auto-capture and Assign Leads
- 4. Tap to add lead instantly Tap to confirm new lead Allow Sales Reps to Add Leads Easily
- 5. Auto Capture User’s Phone Calls and SMSs Easily capture how your user’s interact with leads Inbound SMS: Interested in taking a demo Inbound Phone call: Spoken with the lead for 3 mins
- 6. Allow Easy Bulk Transfer and Allocation Leads can be transferred, modified and updated with a single click – which instantly reflects on the app at the field Import from website
- 7. 4 leads assigned Notify Sales Reps on Lead Assignment John Doe Location: New York Ram Singh Location: New York Lisa Dave Location: New York Amir Ahmed Location: New York 30 mins Score: 30 4 hrs Score: 12 8 hrs Score: 26 15 hrs Score: 6
- 8. View and Update Lead Details from Web and Mobile
- 9. View and Update Lead Activities from Web and Mobile
- 10. HIGH QUALITY SCORE (9/10) MID QUALITY SCORE (7/10) LOW QUALITY SCORE (less than 5/10) Sales person contacting hot leads first with high quality score Know Your Lead Quality and Score
- 11. Geo Track Your Field Sales Reps and Their Check-ins Met Tom Grey Time (9:00AM-10AM) Location - Bronx Met Joseph Lakewood Time (11:00AM-12PM) Location - Manhattan Met John Doe Time (3:00PM-4PM) Location - Midtown Robert John 3 meetings today 14 tasks completed 50 Prospects 30 Follow ups 9 Customers
- 12. Monitor Their Activities and Meetings Real-time Field sales guy uploads activity after meeting Adds GPS location from map to the meeting Client image and agent location available to Manager Meeting
- 13. Notify Field Sales Reps of Leads in Their Vicinity
- 14. Get Complete Lead Source Analytics Website Inbound phone calls LinkedIn Facebook 145 leads 119 leads 262 leads 86 leads 134 leads Referral Key Lead MetricsLead Sources Leads added today 145 Leads added this week 567 Total leads 6567 Best lead source Referral
- 15. Know Sales Funnel by Region 50 Prospects 30 Follow ups 10 Customers New York 67 Prospects 33 Follow ups 16 Customers Los Angeles 34 Prospects 23 Follow ups 6 Customers Dallas
- 16. Know Leads in Various Stages of Closing by City Region Prospect Follow up Customer New York 182 35 10 New Jersey 50 10 2 Dallas 120 24 6 New Delhi 145 32 9 Lead Name Product Phone Owner Ron Greenwood Basic Plan 7888767554 John Doe Joey Thomas Standard Plan 9877876547 Robin Jordan Ross Taylor Lite Plan 9887654545 Mike Luther
- 17. Get Sales Activity Reports Salesperson # of leads # of activity John Doe 182 35 Julia Ivan 50 10 Raj Patel 120 24 Amir Azeem 145 32 Lead name Phone Activity note Date Victor William 7888767554 Meeting over 17/5/2016 Heena Syed 9877876547 Took demo 12/5/2016 Rohit Kumar 9887654545 Met in person. Seems interested 3/5/2016 Ashish Sharma 3 meetings today 14 tasks completed 50 Prospects 30 Follow ups 9 Customers
- 18. Get Complete Sales Performance Reports Leads by stages Prospect Follow up Customer Sales manager has full visibility of activities and performance of his field sales team Sales person performance John Matt Scott 98 leads 64 leads 36 leads 13 deals 7 deals 11 deals Profitable Lead Source Referral Online Phone 223 leads 134 leads 219 leads
- 19. Make a highly efficient field sales team with Some of our active mobile app users AUTOMATIC LEAD ASSIGNMENT GEO-TRACKING OF SALES PEOPLE REAL-TIME MEETING UPDATES PHONE CALL AND SMS CAPTURE FIELD SALES ANALYTICS
- 20. India’s most loved Customer Acquisition Platform Land More Leads, Close More Deals