Sales lead tracker presentation

I www.hazelinfotech.comwww.salesleadtracker.com

An Innovative Sales
Lead Tracking System to
achieve greater insight,
control and success in
your sales activities

The issues
faced by most
businesses
(including
yours) and how
helps resolve
them…

NO CONTINUOUS ENGAGEMENT WITH CLIENTS
 Establish one-to-one client
relationships through personalized
mass mailing
 Create individualized emails from
stored relevant information and then
send to a large customer group
 Set different sales campaign for the
list of clients

DIFFICULTY IN VIEWING THE COMPLETE CLIENT CORRESPONDENCE
 Instantly write customer letters
concerning any previous
resolutions, with the whole
history of the relationship at
your fingertips
 Store all client correspondence
in one secure location

JUSTIFYING ROI OF PARTICIPATION IN ANY EVENT,
EXHIBITION OR CAMPAIGN
 Segment all leads based on profile  Track all captured leads from
participated events, exhibition
or campaign

TIME WASTAGE IN FINDING CLIENT INFORMATION
 Easily store and retrieve
client information with just
a click
 Search information based
on name, company name,
mobile number etc.
 Intelligently categorized your
prospects or customers

CHASING LEADS THAT ARE NOT INTERESTED
 Score leads based on their product
interest (hot, warm, cold) to easily
know ‘sales-ready’ leads
 Contact “hot” leads first and
increase chances of closing deals
fast

PITCHING THE RIGHT DISCOUNT
 Pitch the correct offer to finalize
discount
 Segregate leads based on price
factor (hot, warm, cold)

MEASURING EFFORTS ON ENQUIRIES
 Track all activities done on enquiries
 Get insights of efforts put into particular
queries and then try to reduce or shorten
the cycle

ASSIGNING WORK TO SALES TEAM AUTOMATICALLY
 Get progress status updates and
track the development of circulated
leads
 Allocate leads to sales team - set
the task of relevant team member
based on lead action

ASSIGNING WORK TO SALES TEAM AUTOMATICALLY
 Assign each team member the tasks
to be performed on per-day basis
 Get the sales team to start the day’s
work, without waiting for
instructions or making calls

TRACKING ON-TIME COMPLETION OF ALL CRITICAL ACTIVITIES
 Easily assign follow-up
activities to sales team
 Ensure all critical follow-up
activities are completed
on-time

ANALYZING FACTORS BEHIND LOST DEALS
Get proper
query-based
reports, analyse
factors behind
the loss and take
effective
measures
Get complete
insights on
WON and
LOST deals

WORK DUPLICATION IN CREATING DOCUMENTS WITH SAME CONTENT
 Save all standard documents as
templates
 Re-use templates just by
personalizing them, saving time
and making work easy

ENFORCING SECURITY MECHANISM IS DIFFICULT
Easy security and
role based access
rights mechanism
All documents and
data stored in secured
location
Centralized admin
panel to look after
everything

FEATURES AT GLANCE
 Manages Prospects & Suspects
 Monitors Sales Lead
 Tracks follow-ups
 Manage sales team activities
 Letter and quotation Automation
 Letter Management
 Query Based Reports
 Excellent Analysis
 Real-time Activity Tracking
 Central Repertory of Precise Sales Knowledge
 Tracking Documents to Leads
FEATURES AT GLANCE

SALE LEAD TRACKER
QUICK INSIGHT OF

ADD CONTACT
Save the required details of prospects

ADD CONTACT
Save all the important information about customers and products they
are interested in

Complete details of products to be sold for every sales lead.
Also, rank your leads.
PRODUCT

Details of every interaction with
prospect is being noted for future
follow-up
ADD CONTACT

PROMPT FOR DAILY FOLLOW-UPS

AUTOMATES LETTER PREPARATION IN MS WORD
It is just Four clicks job to prepare a letter

SELECT THE DESIRED CONTACT

SELECT INSERT OPTIONS

CLICK TO OPEN EDITABLE LETTER IN MS WORD
No need of Naming & Saving files Track
every document To respective Sales Lead

GENERATE PERSONALIZED PRO FORMA INVOICE

PRO FORMA INVOICE VIEW SCREEN

QUOTATION VIEW SCREEN

CAMPAIGN MANAGEMENT

AUTOMATICALLY GENERATE QUOTATIONS

REPORT FOR WON SALES

REPORT FOR LOST SALES

REPORT FOR ACTIVITIES DONE

 Helps you to win more sales
 Effective follow up of sales lead
 Helps in analysis/planning and forecasting of sales
 Knowledge sharing
 Schedules daily activities
 Reduces the chances of human errors
 Eliminates dependence on
remembrance/paperwork
 Enables you to know your strengths as well as
weaknesses
INCREASES EFFICIENCY OF SALES PERSONNEL PERFORMANCE EVALUATION
BENEFITS

www.hazelinfotech.com
Corporate Office:
Veritas House, 70 Mint Road,
Fort, Mumbai – 400001 INDIA
Tel: +91 - 22 – 4226 4444 / 2275 5555 / 6184 0000
Fax: +91 - 22 - 2275 5556 / 6184 0001
software@groupeveritas.com
www. hazelinfotech.com
Regd. Office:
181, Ashoka Centre, G. T. Hospital Complex
L. T. Road, Mumbai - 400 001. (INDIA)
Tel: +91 - 22 - 2261 0282
Fax: +91 - 22 - 2262 0553
regd@groupeveritas.com
International Associate Offices : Accra I Amsterdam I Antwerpen I Cairo I Colombo I Dubai I Houston I Hong Kong I Istanbul I Lagos I London I Maputo I Moscow I Nairobi I Shanghai I Sharjah I Singapore
Indian Associate Offices: Agartala I Ahmedabad I Bhopal I Chennai I Cochin I Daman I Delhi I Dimapur I Faridabad I Hyderabad I Jaipur I Kakinada I Kandla I Kolkata I Nagpur I Noida I Roing I Surat I Silvassa I Vapi
We aspire your association
“A business that consistently
enriches lives is a wealthy
business”
Thank you!

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