What is Sales Lead Manager?
Sales Lead Manager is a Windows-based software that helps you track
your sales leads. SLM helps you in many aspects of a sales cycle:
- Leads acquisition
- Organizing leads into meaningful groups
- Following up on leads
- Responding to prospects' inquiries
- Preparing bids, quotes, and proposals
- Closing sales
- Mass mailing
By efficiently handling all tasks in a sales cycle, not only can you close
more sales, you can better allocate your advertising budget and
manage your sales staff.
You may get your leads from many sources:
- Trade shows
- Mass mailing
No matter where these leads come from, you can record them with
Sales Lead Manager. In addition, leads can be imported into SLM using
Microsoft Access or our data conversion service.
Leads can be organized according to how they are acquired, and
assigned to specific sales persons. In addition, you can assign an
interest level and enter a potential sales amount so you can focus on
hot leads and bigger sales.
Following up on Leads
You can record the last action (first met) and the next action (call) of
each lead so you know what you have done and what you should do
next. A next action date will remind you when to call a prospect. On
any given day, you can see a list of prospects you need to call or
respond to. Leads are expensive to acquire- losing track of them is
throwing money away!
Responding to Prospects' Inquiries
You can record detailed notes and all activities related to a lead. When
a prospect calls, you can look him up quickly, even with such limited
data as just a first or last name. You can then see all the notes and
history about this lead, enabling you to immediately discuss issues
about the sales.
Preparing Bids, Quotes, and Proposals
Sales Lead Manager integrates Microsoft Word and Excel. Any Word
and Excel documents related to this lead can be saved in SLM. All the
bids, quotes, proposals and correspondences with a particular lead are
When you close a sale, the data on this lead can be exported to your
accounting program such as Quickbooks.
Management reports from Sales Lead Manager help you analyze the
effectiveness of each marketing event, such as a trade show or an
advertising campaign. This information will help you plan for future
advertising budgets. It also enables you to monitor the performances
of your sales persons. SLM gives you the power to decide how to best
manage your sales activities.
Sales Lead Manager makes sending letters and e-mails to your
prospects easy. You can select a group of prospects to whom you want
to correspond, and then generate mailing labels or mail merge letters.
Sales Lead Manager is a very valuable tool for anyone
who needs to track sales leads. Priced at $495, including
on-line installation, setup and training, it pays for itself in
a very short period of time!
How does it work?
Sales Lead Manager is based on the popular Microsoft Access
database. You can record sales lead name, address etc simply by
filling in the blanks.
Special fields such as Next Action and Next Date are helpful for you to remind
yourself to follow up on the sales lead.
Data fields are user definable. Therefore, you can define any field that are
specific to you: birth date, spouse name, ethnicity, household income etc.
You can get a sub-set of your leads based on any of the user-defined criteria.
For example, you can get a list of leads from a specific city, or a group of
prospects whose birthday is within a certain date range.
Sales Lead Manager - Software for Sales Professionals