LeadSquared for Field Sales

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Run your entire field-sales operations with LeadSquared Used and loved by 750+ customers worldwide

Transcript of LeadSquared for Field Sales

Page 1: LeadSquared for Field Sales

Run your entire field-sales operations with LeadSquared

Used and loved by 750+ customers worldwide

Page 2: LeadSquared for Field Sales

Watch Your Field Sales Team Closely

Page 3: LeadSquared for Field Sales

Auto-capture and Assign Leads

Page 4: LeadSquared for Field Sales

Tap to addlead instantly

Tap to confirm new

lead

Allow Sales Reps to Add Leads Easily

Page 5: LeadSquared for Field Sales

Auto Capture User’s Phone Calls and SMSs

Easily capture how your user’s interact with leads

Inbound SMS: Interested in taking a demo

Inbound Phone call: Spoken with the lead for 3 mins

Page 6: LeadSquared for Field Sales

Allow Easy Bulk Transfer and Allocation

Leads can be transferred, modified and updated with a single click – which instantly reflects on the app at the field

Import from website

Page 7: LeadSquared for Field Sales

4 leads assigned

Notify Sales Reps on Lead Assignment

John DoeLocation: New York

Ram SinghLocation: New York

Lisa DaveLocation: New York

Amir AhmedLocation: New York

30 mins

Score: 30

4 hrs

Score: 12

8 hrs

Score: 26

15 hrs

Score: 6

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View and Update Lead Details from Web and Mobile

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View and Update Lead Activities from Web and Mobile

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HIGH QUALITY SCORE(9/10)

MID QUALITY SCORE(7/10)

LOW QUALITY SCORE(less than 5/10)

Sales person contacting hot leads firstwith high quality score

Know Your Lead Quality and Score

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Geo Track Your Field Sales Reps and Their Check-ins

Met Tom GreyTime (9:00AM-10AM)

Location - Bronx

Met Joseph LakewoodTime (11:00AM-12PM)Location - Manhattan

Met John DoeTime (3:00PM-4PM)Location - Midtown

Robert John3 meetings today14 tasks completed

50 Prospects

30 Follow ups

9 Customers

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Monitor Their Activities and Meetings Real-time

Field sales guy uploads activity after meeting

Adds GPS location from map to the meeting

Client image and agent location available to Manager

Meeting

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Notify Field Sales Reps of Leads in Their Vicinity

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Get Complete Lead Source Analytics

Website Inbound phone calls LinkedIn Facebook

145 leads

119 leads

262 leads

86 leads

134 leads

Referral

Key Lead MetricsLead Sources

Leads added today

145

Leads added this week

567

Total leads

6567

Best lead source

Referral

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Know Sales Funnel by Region

50 Prospects

30 Follow ups

10 Customers

New York

67 Prospects

33 Follow ups

16 Customers

Los Angeles

34 Prospects

23 Follow ups

6 Customers

Dallas

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Know Leads in Various Stages of Closing by City

Region Prospect Follow up Customer

New York 182 35 10

New Jersey 50 10 2

Dallas 120 24 6

New Delhi 145 32 9

Lead Name Product Phone Owner

Ron Greenwood Basic Plan 7888767554 John Doe

Joey Thomas Standard Plan 9877876547 Robin Jordan

Ross Taylor Lite Plan 9887654545 Mike Luther

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Get Sales Activity Reports

Salesperson # of leads # of activity

John Doe 182 35

Julia Ivan 50 10

Raj Patel 120 24

Amir Azeem 145 32

Lead name Phone Activity note Date

Victor William 7888767554 Meeting over 17/5/2016

Heena Syed 9877876547 Took demo 12/5/2016

Rohit Kumar 9887654545 Met in person.

Seems interested

3/5/2016

Ashish Sharma3 meetings today14 tasks completed

50 Prospects

30 Follow ups

9 Customers

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Get Complete Sales Performance Reports

Leads by stages

Prospect

Follow up

Customer

Sales manager has full visibility of activities and performance of his field sales team

Sales person performance

John

Matt

Scott

98 leads

64 leads

36 leads

13 deals

7 deals

11 deals

Profitable Lead Source

Referral

Online

Phone

223 leads

134 leads

219 leads

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Make a highly efficient field sales team with

Some of our active mobile app users

AUTOMATIC LEAD ASSIGNMENT

GEO-TRACKING OF SALES PEOPLE

REAL-TIME MEETING UPDATES

PHONE CALL AND SMS CAPTURE

FIELD SALESANALYTICS

Page 20: LeadSquared for Field Sales

India’s most loved Customer Acquisition Platform

Land More Leads, Close More Deals