Lead Tracking Software Comparison
from http://www.LeadPro247.Com
Sales Lead Tracking and Management Solution Integrated with Email Marketing Automation
Lead Tracking Software Comparison
Contents
– What is Lead Tracking Software? – Why to use Sales Lead Tracking and Management software? – What to look for while deciding to subscriber / sign-up to a Lead Tracking & Management Software system – Technical factors, Commercial Issues – Business Requirements One size does not fit all businesses – Big is NOT necessarily Beautiful (best fit) – Support and Customization Services
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Lead Tracking Software Comparison
What is Lead Tracking Software?
– Lead Tracking Software helps to Track and Manage Sales Leads – Lead Tracking Software = Lead Management System, Lead Administration Solution, Marketing Automation Service – Helps to capture, store, distribute, follow-up (track) and analyze leads / prospects – Helps to Convert More Prospects to Customers – Helps to keep the focus of sales team on following-up right leads at right time with right medium – Helps to avoid Leads Slipping Through the Cracks without follow-up – Lead Tracking is NOT just contact management and calendar management
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Lead Tracking Software Comparison
Lead Tracking Software Selection - Issues
– Many delivery options (Installable software, long Contract Based software, web based software, subscription options, etc.) – Too Many Suppliers / Software Choices – Wide range of features, support services, pricing options – Hidden costs and services – Learning Curve involved – Product Flexibility (or lack of it)
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Lead Tracking Software Comparison
Lead Tracking Software – What to look for? Features
– Web based Software Solution – Include Lead Capture, Tracking, Follow-up, Activity Tracking – Integrated with Drip Email Marketing for Lead Nurturing – Interfaces to your Lead Generation Systems and third party Lead vendors / Lead Generators – Extensive Lead Tracking and Lead Analytics Reporting
http://www.LeadPro247.Com
Lead Tracking Software Comparison
Lead Tracking Software – What to look for? Commercial Issues
– Affordable Sales Lead Management System – No long term commitments, no upfront investment in hardware / software – Monthly Subscription Fee based – Data Usage Policy No sharing of data with others / other purposes (Retain Ownership of Your Data)
http://www.LeadPro247.Com
Lead Tracking Software Comparison
Lead Tracking Software - What to Look for? Functions
– Capture Sales Leads / Prospects from all channels – Qualify Leads based on Lead Profile parameters such as Class/ Rank, Location / Geography, Urgency, Authority, etc. – Check for duplicates and help de-dupe the leads – Distribute / Assign Leads Manually – Route Leads automatically using flexible, intelligent Lead Routing engine – Routing based on Geography, Product / Service, Sales Territory, Round-Robin method, etc. – Lead Distribution – Support for PULL or PUSH method – Follow-up, Track Leads – Nurture Leads using integrated Drip Email Marketing – Lead Analysis / Analytics
http://www.LeadPro247.Com
Lead Tracking Software Comparison
Why Use Lead Tracking Software?
– Centrally Manage all Leads / Prospects – Use Drip Email Marketing to follow-up – Track all follow-up activities and get a 360* view including email campaigns, Email Opens, URL click through, etc. – Helps Avoid Leads Slipping Through the Cracks – Extensive Lead Analysis with Real Time data – Convert More Leads and Grow Sales
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Lead Tracking Software Comparison
Lead Capture Features
– Capture Leads from multiple Channels
• Web Forms, Email Messages, Manual Input, Input Manually, Advanced API interfaces
– Setup multiple Lead Journals (Lead Profiles) – Custom data fields – Custom Lead Profile parameters (Lead Source, Channel, Rank / Class, demographics, …) – Map Lead Journals to Email Lists
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Lead Tracking Software Comparison
Lead Distribution Features
– Automatic Lead Distribution (PUSH method) – Manual Distribution (PUSH method) – Manual Distribution (PULL method) – Flexible Lead Routing Engine – Route based on Lead Profile / Custom Fields – Email Notification to Manager / Sales Agents when new Leads distributed
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Lead Tracking Software Comparison
Lead Nurturing Features
– Integrated Drip Email Marketing for scheduling automatic follow-up messages – Trigger Emails using variety of Events / Activities – Personalized Email Messages – HTML and Text Email support – Extensive Email Campaign Statistics Tracking
• Bounces, Email Opens, URL Clicks, etc.
– Integrated Google Analytics Tracking tags – Helps turn Cold / Warm leads to Hot Leads with minimal efforts
http://www.LeadPro247.Com
Lead Tracking Software Comparison
Lead Tracking and Follow-up Features
– Schedule Follow Tasks / Activities – AutoResponder Email Messages – Get Unified View of Lead with activities including email campaign opens and clicks – Update Lead Stage and Lead Status – Include Notes on follow-up meetings, telephone calls, and email messages – Extensive Filters to look-up Leads
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Lead Tracking Software Comparison
Lead Analytics Features
– Extensive Real-Time reports
• Lead Status Reports • Analysis by Lead Source, Source Group, Lead Profile properties, Lead Class / Rank • Sales Agent Performance Report • Lead Dashboard (Analysis by Contacted / Not Contacted, Touched / Untouched) • Sales Stage / Lead Status Analysis
– Download all report data to Excel – Graphical Representation for Key Metrics Reports
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Lead Tracking Software Comparison
Drip Email Campaign Metrics / Statistics Reporting
– Email List Reports – Email Campaign Performance Reports – Domain Analysis (for B2C Leads) – Campaign Activities: Bounces, Opens, Clicks
http://www.LeadPro247.Com
Lead Tracking Software Comparison
Industries / Verticals
– – – – – – – – – – – Mortgage Lenders / Brokers / Loan Officers Real Estate Professionals / Realtors Debt Restructuring Agencies Educational Institutions Insurance Agents Financial Services Home Builders Contractors / Remodelers Legal Firms Service Providers Small / Medium Manufacturers / Distributors
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Lead Tracking Software Comparison
3rd Party Lead Providers Integration Examples
– LendingTree – LowerMyBills – LoanBright – LendersDirect – InsureMe – Leads2Results
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LeadPro Sales Lead Tracking and Management Software Solutions
Contact Info / Resources
– Sales @ LeadPro247.Com – 1-877-9-LEADPRO (1-877-953 2377) – http://www.LeadPro247.Com – http://LeadManagementBestPractices.Com
© Anagha Group, 2006-2008
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