Sales Lead Tracker
- Complete Contact Manager with Calendar, Tasks and Notes to track National Account, GSA, Military PPO contacts!
- Schedules appointments for salespeople
- Maintains a centralized database of all prospects
- Transfers to correspondence manager for follow-up letters, etc.
- Ties in with tariff look-up for estimating and rating
- Transfers sales information automatically to dispatch module
- Includes a Correspondence Manager with replacement variables for standard and customized letters, which transfers to the Customer Service / Dispatch Manager.
- Reviews all past and future activities for each prospect
- Analyzes and rates the potential for closing a prospect
- Projects potential revenue
- Compares closing ratios of salespeople
- Analyzes all lost sales
- Complete Customer/Account Tracking and Management in a single database!