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.
Premi is an innovative and progressive Italian supplier of upscale packaging. When they wanted to take their business to the next level, they turned to Webpac to empower their sales team and generate greater exposure.
With a growing product portfolio and a growing sales team of more than 200 people, RPC (£2 Billion annual sales) needed a solution to communicate effectively among marketing, sales, and the customer. Further...