Sales Leads can be captured from multiple channels or sources into the Lead Management system manually or imported from your internal / enterprise databases or any other external sources (Lead Providers).

Leads can be pulled by Sales Agents from a common queue using the PULL method of Lead Routing supported by LeadPro lead routing engine.

Leads can be organized by Business Area, Product Line / Service, Lead Journal and Lead Source. This categorization features helps managing the leads efficiently and obtaining detailed reporting for operations and management.

Leads can be qualified by a Lead Qualification team prior to Distribution to the sales agents / team.

Leads can be distributed or assigned manually or automatically based on several criteria such as Lead Source, Lead Profile (authority, budget, timeline, etc.), and Geography (State, County, Zip code, etc.). Leads can also be assigned using Round Robin process. This is known as PUSH method of lead distribution.

Region, Sales Areas / Territories, Sales Agents and Channel Partners.

Leads can be followed up, tracked and monitored until Closing.

Channel Partners can also access the system and see the lead information pertaining to their respective areas.

Distributed leads can be sent to fulfillment purposes, if required. The fulfillment agents (internal / external) can in turn provide fulfillment updates to the system.

Leads can be nurtured and followed-up using integrated Email Marketing campaigns. See Lead Nurturing page.

Sales data can also be imported and / or updated against the respective lead records.

Optional services such as automatic, Intelligent Dialer integration to connect to the leads and DNC (Do Not Call) List compliance by scrubbing lead data.