Task Management We offer clients
the option of using a bespoke Lead Management product or customizing
one of its own, if their business processes are unique.
Features at a glance:
1. Order processing across a variety of sales tasks:
• Send a Brochure
• Set up a presentation
• Respond with Quotation
• Make follow-up calls
• Send an Email
2. Monitoring these tasks across representatives. The system
records leads assigned to representatives and reports on the
performance of these leads per representative.
• Agent/Representative accountability management
• Lead gestation management
• Conversion reporting and management
3. Reporting dashboards:
• Nos. of leads
• Leads per source
• Conversions by Representative/Source/Periods
• Average time of conversion
• And a combination of parameters allowing Management
to make some informed judgements on the performance of the
sales program.
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