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Lead Management: Empower your business today with BizAutomation.com's Sales Lead Management System

BizAutomation.com's Sales-Lead Management System is part of a complete Sales Force Automation process that tracks Leads as they are created, qualified and promoted through the sales pipeline. We automate your business's lead management process with such capabilities as Workflow, Lead Routing, Alerts and Lead Web Capture. With BizAutomation, you can define your own lead management processes.
 


 

 

• Lead Follow-up Automation - See all your sales leads based on date driven events from a single page. Set follow-up action items using action item templates to automate your contact follow-up workflow.
• Lead Routing Automation - Using our online web lead capture tool, using auto routing rules you'll be able to distribute incoming leads according to your rule criteria.
• Manage Leads, Prospects, & Accounts as people or organizations - Entities can be set up as people (i.e. members, subscribers, etc.) or full company hierarchies including Parent Organization, Subsidiaries, Divisions, and collateral relationships such as affiliate companies, partners, etc..
• Web Lead Capture
- Using a tool we call the "LeadBox" you can automate Self-service Lead Generation from your web site.
• Lead Teams - Define a team hierarchy where you can separate access to leads based on team membership..
• Use Biz-Surveys to generate Leads - Create a survey or questionnaire using the survey tool, then set workflow triggers so that based on how a respondent answers the survey, a lead is created from their data. E.g. the survey asks "If we build it, would you buy" ? The answers are "Yes" and "No". By setting a trigger on the "Yes" answer, BizAutomation can create a new lead record.
• Structured Lead interest tracking using AOIs
(Areas of Interest)- AOIs track interest based on specific or broad product/service categories you define and track before & after the sales cycle. Tracking interest lets you maximize the probability of generating opportunities because you can target specific interest points that lay the ground work for opportunities later on.

• Lead Performance Reporting - Management will be able to compare leads promoted to prospects by team, then compare each sales employee's performance by given time period, leaving no doubt who's pulling their weight, and who isn't.

 

Want to know more about how we can automate your business? Give us a call or  or schedule a hands on demo.

 

BizAutomation.com CRM + Business Management e-business suite - Entire Module List

CRM - Customer Relationship Management .. ERP – Inventory, Purchasing .. Fulfillment / Project- Management .. H.R. –Time Sheets, Expense, Leave..
E-commerce & Order Entry .. Survey Management … PRM - Partner Relationship Management .. Contract & Document Management ..
Financials – Invoicing, P.O.s .. Enterprise Portal – Extranet .. Customer Web Traffic Analytics .. BRM Business Relationship Management ..
Contact Management Software Outlook CRM Integration Customization Customer Tracking / Web Analytics

Aug 21st 2006 BizAutomation business management software and online lead management software is designed to bring sales lead management software to your marketing program. Whether you're using Outlook or Outlook Web Access to manage your web based CRM

 

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