Lead Management

Integrate lead capture and pipeline management to ensure opportunities are never lost and more sales are won.

Lead Management

There are many advanced Customer Relationship Management (CRM) systems out there in the marketplace. However, sometimes what a busy sales team needs is just a simple and easy-to-use lead management solution to capture, distribute/assign, and process sales leads. Webpac’s Lead Management solution is just that allowing the simple management and control of sales leads to ensure opportunities are followed up correctly with the organization.

The lead capture form can be set-up as a toolkit available offline on iPads, tablets, or laptops, with custom fields depending on the information that needs to be captured. The form can be filled in whilst the user is offline, at a show or a customer location for example. When the device is next online, the lead gets uploaded to the online lead management system which allows real-time tracking of leads. Leads can also be entered directly online.

Once a lead is in the system, notes and files can be added, the history is tracked, and the lead can be re-assigned to another member of the organization. The interface is simple an intuitive, designed for the busy sales person that needs quick access to their leads. Advanced custom solutions can be built on top of the lead management system for pipeline reporting, catalog integration, and beyond.

Prices

Please CONTACT US for a quotation for our Lead Management solution. Solution options are listed below.


Lead Management Set-Up

  • Lead Capture Toolkit Set-Up/Implementation
  • Set-up offline toolkit form with custom fields
  • Add lead capture form to a web site

Lead Management Annual Fee

  • Price Per Named User Per Year
  • Access and process leads online via my.isalestoolkit.com
  • Add leads via offline toolkit on iPads or Laptops
  • Included in iSalesToolkit Annual License Fee
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Other Options

  • Consultancy/Project Management
  • Project Roll-Out, User Training
  • System Integration
  • Integration Maintenance (Annual Fee)
  • Data Migration
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Video Clip: First glimpse of iSalesToolkit at Interpack

Video Clip: First glimpse of iSalesToolkit at Interpack

Many major exhibitors at Interpack 2017 are using iSalesToolkit to empower their stands with rich multimedia experiences that help win more ...

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Video Clip: Lead Capture and Management

Video Clip: Lead Capture and Management

Capture a lead from your web site (or other source), receive an email alert, then process the lead and assign it to a colleague.

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Case Study: Premi Spa

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Case Study: RPC Group

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