Sales

CRM

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Stats

Increase in Sales

Lead assignment

Leads managed

Activities ingested

Overview

Client wasn't happy with Leadsquared Sales CRM due to lack of flexibility in lead prioritization algorithms and performance. To ensure tighter integration with their internal systems and performance, they wanted to build a customized sales CRM.

Fast & Advanced lead assignment rules

In few seconds the lead landing on the website is allocated to an agent based on a highly complex load balancing and lead distribution rules.

dashboard

Entire life journey tracking - 20% ROI

A lead is tracked based on this activity on various platforms, this data is captured to figure out buying intent and categorizing leads.

Tracking activities

Deeper insights, not possible before

Get drilled down reports and track workforce to the T. This helped business track down unattended hot leads and low performing Sales engineers.

Reports

Marketing built-in

With the deeper insights about the lead, trigger automated marketing campaigns targeting at multiple levels.

Marketing

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