1. Lead Tracking Software
Comparison
from
http://www.LeadPro247.Com
Sales Lead Tracking and Management Solution
Integrated with Email Marketing Automation
2. 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
http://www.LeadPro247.Com
3. 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
http://www.LeadPro247.Com
4. 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)
http://www.LeadPro247.Com
5. 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
6. 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
7. 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
8. 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
http://www.LeadPro247.Com
9. 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
http://www.LeadPro247.Com
10. 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
http://www.LeadPro247.Com
11. 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
12. 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
http://www.LeadPro247.Com
13. 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
http://www.LeadPro247.Com