Lead Management Features For Customer Relationship Management (CRM) and Sales Force Automation (SFA).....Effective Customer Management






Lead Management, Sales Force Automation, Customer Relationship Management, Sales Leads
Lead Management - Sales Force Automation (SFA) and Customer Relationship Management (CRM) - Mortgage leads specialty

Features: Page 1

Lead Management
and
Opportunity Management

Features Tour:    « 1 2 3 4 5 6 7 8 »
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Lead Management and Opportunity Management are only the beginning of the Contact Administrator features tour. Please click on our "Features Tour" on the upper right of this page for more in-depth information.

Lead Management is an integral part of effective Sales Force Automation (SFA) and Customer Relationship Management (CRM). Contact Administrator gives you the proprietary features you need to effectively manage and track the progress of sales leads, from source to current day status, including an easy to access record of every prospect and customer interaction that has or will occur.

  • Track more than just contact information - with Contact Administrator's unique Forms Wizard, you have total control over the forms you use to capture and store information about your leads and opportunities. The easy to use Forms Wizard lets you completely customize any number of forms - one for your resellers, one for product orders, one to manage the contact form on your website.

  • Easily capture leads directly from your Web site into Contact Administrator. Contact Administrator will generate the HTML, and automatically process new leads instantly. You'll receive e-mail notification of each new lead as Contact Administrator makes it instantly accessible to you and the appropriate sales representatives in your organization.

  • Set referral rules and Contact Administrator will automatically route new opportunities to the appropriate sales representatives, whether the opportunity came from a client, a new lead, or even your Web site. Enable The Predictor and you can have Contact Administrator refer new opportunities to representatives based on statistical analysis of previous sales without any human intervention - Contact Administrator will determine the expected value of the opportunity and what representatives are most likely to convert it into a sale. Contact Administrator will send personalized e-mails to each representative when they receive a new opportunity.

  • Easily import opportunities from existing software, databases, or from offline sources into Contact Administrator. Each opportunity will automatically be routed to the appropriate sales representatives based on your rules and available immediately.



* Does not include one-time setup fee, and is not available in conjunction with any other promotional offer.
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