Automate lead management process with One App Cloud.

1. Lead Management
ONE APP CLOUD

2. Why automate Lead Management ?

3. Why automate Lead Management ?
■ Decrease customer acquisition expenses
■ Shrink sales cycles
■ Convert more leads into sales
■ Measure ROI of lead generation programs

4. Why use One App Cloud for leads?

5. Why use One App Cloud for leads?
■ Centralize - Consolidate leads from all sources
■ Sales team collaboration - Less emails
■ Lead distribution & tracking - Workflow & status
management
■ Analytics - Gain insights into lead conversions
■ Flexible - Build your own lead process

6. Desired Features
In Lead / Opportunity management process

7. Desired Features
In Lead / Opportunity management process
✓Team Collaboration
✓Ranking and sorting leads
✓Lead distribution to sales team
✓Notes and Internal comments
✓Status Management
✓Analytics

9. Lets start with an existing excel and enhance it
to create a “Lead Management” process

10. Getting Started...
Key steps in the process

11. Getting Started...
Key steps in the process
★Create a lead capture form using form builder or
import an excel spreadsheet

12. Getting Started...
Key steps in the process
★Create a lead capture form using form builder or
import an excel spreadsheet
★Lead capture form has details about the lead
including contact name, addresses, industry and
source

13. Getting Started...
Key steps in the process
★Create a lead capture form using form builder or
import an excel spreadsheet
★Lead capture form has details about the lead
including contact name, addresses, industry and
source
★Once leads are qualified, sales team can follow up
with the lead contact and convert the lead to an
opportunity

15. Design Forms and Rules

16. Lead Excel
Spreadsheet with lead details

17. Create Form
Upload your spreadsheet

18. Create Form
Upload your spreadsheet

19. Create Form
Upload your spreadsheet

20. Create Form
Upload your spreadsheet

21. Create Form
Upload your spreadsheet
Choose “Upload Form” from the “Create” drop down
button. Then select you excel spreadsheet.

22. Form Import
Form created and data is imported

23. Form Import
Form created and data is imported

24. Form Import
Form created and data is imported

25. Form Import
Form created and data is imported

26. Form Import
Form created and data is imported
A form is created from the spreadsheet. The form data
is imported into the tool.

27. Form Import
Data is imported

28. Form Import
Data is imported

29. Form Import
Data is imported

30. Form Import
Data is imported

31. Form Import
Data is imported
Column headers are
converted to form
fields

32. Form Import
Data is imported
Column headers are
converted to form
fields

33. Data Import
Form is populated with the row data

34. Data Import
Form is populated with the row data

35. Next Steps...

36. Next Steps...
✓You now have a structured form to capture leads

37. Next Steps...
✓You now have a structured form to capture leads
✓You can add additional fields to the lead form

38. Next Steps...
✓You now have a structured form to capture leads
✓You can add additional fields to the lead form
✓You can distribute leads to your sales teams via a
business rule

39. Next Steps...
✓You now have a structured form to capture leads
✓You can add additional fields to the lead form
✓You can distribute leads to your sales teams via a
business rule
✓You can collaborate with your team on any lead

40. Next Steps...
✓You now have a structured form to capture leads
✓You can add additional fields to the lead form
✓You can distribute leads to your sales teams via a
business rule
✓You can collaborate with your team on any lead
✓You can run analytics on the imported data

41. Enhance Lead Form
Add a lead source field

42. Enhance Lead Form
Add a lead source field

43. Enhance Lead Form
Add a lead status and comments field

44. Enhance Lead Form
Add a lead status and comments field

45. Enhance Lead Form
Add a lead status and comments field

46. Lead Distribution
Distribute leads captured at “Conference” to “Inside sales” group

47. Lead Distribution
Distribute leads captured at “Conference” to “Inside sales” group

48. Lead Distribution
Distribute leads captured at “Conference” to “Inside sales” group

49. Lead Distribution
Distribute leads captured at “Conference” to “Inside sales” group

50. Collaboration
Sales team collaboration

51. Collaboration
Sales team collaboration
Share documents, comments and follow up on your leads.

52. Reporting
Run reports on your leads

53. Reporting
Run reports on your leads

54. Reporting
Run reports on your leads
Identify hot leads, measure
ROI on lead generation
programs

55. One App Cloud Advantages

56. One App Cloud Advantages
✓You are able to bring in existing data and excel files

57. One App Cloud Advantages
✓You are able to bring in existing data and excel files
✓You are able to enhance your lead capture form and
add additional fields like status, lead type and
comments

58. One App Cloud Advantages
✓You are able to bring in existing data and excel files
✓You are able to enhance your lead capture form and
add additional fields like status, lead type and
comments
✓You are able to distribute leads to your sales teams

59. One App Cloud Advantages
✓You are able to bring in existing data and excel files
✓You are able to enhance your lead capture form and
add additional fields like status, lead type and
comments
✓You are able to distribute leads to your sales teams
✓You are able to collaborate around a lead/opportunity

60. One App Cloud Advantages
✓You are able to bring in existing data and excel files
✓You are able to enhance your lead capture form and
add additional fields like status, lead type and
comments
✓You are able to distribute leads to your sales teams
✓You are able to collaborate around a lead/opportunity
✓You have better visibility into lead conversions
through reporting

61. Want to try?
http://app.oneappcloud.com
Free trial
Sign up using your gmail or
google apps account
30 Days with all features
Use preconfigured applications
Invite more users from your company
and collaborate
Contact Us
Support
Additional forms
Enterprise Integration (SAP, Salesforce.com,
Sharepoint and more)

62. THANK YOU!
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