Lead Management System
The Lead Management System is a web based system for managing and distributing leads. This system is a great time and money saver for lead companies because it automates many tasks most lead companies do by hand (such as matching and sending leads) and also automates many of the processes that normally require a phone call from lead buyers (such as lead refunds and adding money to their accounts).
Any type of "lead" can be used with the system, it is simply a matter of deciding which fields in the application will be criteria that your lead buyers can choose from when ordering. For example, a mortgage lead system may have state, loan type, property type, and credit rating as criteria. A debt consolidation lead system might have state, total debt, and number of creditors as criteria. The system was initially built for mortgage leads and then we rebuilt it from scratch to accommodate any lead type and any application.
Lead Management System - Functional Flow
Some of the features of the Lead Management System are as follows:
- Submit and process leads in real time or upload 10's, 100's, or 1000's of leads in one file and the system handles all lead matching and distribution
- Lead buyers receive their leads within seconds
- If you allow it, lead buyers can sign themselves up, choose their own criteria, add money to their account, and start receiving leads without ever needing to talk with you
- Lead buyers can choose their own lead format – text email, html email, .csv email attachment, .pdf email attachment, and we can set up custom lead deliveries if your lead buyers have their own CRM solutions.
- Lead buyers can add more money to their account (integrated with Authorize.net, PayPal, Verisign, and Paysimple), change criteria, stop leads coming during vacation
- Lead buyers can apply for lead refunds online and must choose from your predetermined reasons for refunding
- Grant or deny lead refunds online in seconds - also, see what reasons lead buyers are giving for refunds so you can audit the leads
- Can work as either an exclusive system or non-exclusive system (leads just going to one person or more than one person)
- Ability to charge different lead buyers different rates
- Reporting module to track your lead sources, lead buyers, profits, lead returns
- Newsletter system to keep in contact with your lead buyers
- Manage your sales team and calculate their commissions
- Lead management tool for your lead buyers (lead status, notes, logs, etc.)
- Control permission levels for your lead company employees so that only certain employees can see and do certain things within the lead system
- Send out notification emails to staff, lead buyers, and leads when events happen in the system (lead returns, new leads, etc.)
- Lead buyers can have sub accounts so your clients can redistribute their leads automatically down to their sales team
- Force lead buyers to prepay or extend them a credit limit
- Set daily and monthly lead limits for the lead buyers
- Distribute leads in real time or batch
- Vintage lead system for selling aged leads to lead buyers in bulk
In essence, the system will save you time which will allow you to focus on marketing for leads or marketing for more lead buyers, not hassling with operations which are an expense and not a revenue source.
Abak Infotech in Lead Management System
Abak Infotech is the unique blend of lead management software tools which gives each sales professional the edge they need to maximize every lead and every contact, doubling or tripling the number of opportunities in the pipeline.
From a single sales rep to an entire inside sales division, InsideSales.com helps industry pros:
- Capture Web-generated leads in real time. No messy handoff between sales and marketing.
- Respond to leads in seconds or minutes, not hours or days. Immediate response to new leads is proven to double or triple contact and qualifying rates.
- Track leads from the moment they enter the system, providing key insights into what is actually working, and what isn't.
- Double or triple the effectiveness of phone calling activities, moving potential sales forward with every dial.
Abak Infotech's lead management software gets you the leads you need to grow your pipeline. Stop settling for mediocre sales results. Put yourself in a turbo-charged driver's seat - and put your competition on a moped.