So What Is LEADS?
LEADS is a Customer Relationship Manager, designed to manage your existing Contacts and Potential Future Customers. LEADS keeps track of your efforts to communicate with Business' and Organisations of interest. LEADS software gives you the ability to define Categories and Classify your individual Contacts / Customers and Leads so you can mange your "Key Accounts" or target your "Potential New Sales."
Record Activities for each Contact / Customer or Lead and assign these to Staff for action then track all incoming contact from these too. Set Due Dates and Completion Dates for later analysis of Staff performance. Produce Reports for your Activities, Customers and Staff-Lead-tracking.
The LEADS database is Uniquely Located on each computer it is installed on. This means that each install of LEADS has it's own personal data available anywhere, even when off-line. LEADS works as a standalone system for each user. If you need to share data with your colleagues you need to upgrade to LEADS Pro where each user will have access to the Sync tool.
LEADS Pro Users gain the added benefit of being able to Synchronise information within your Company. At the press of a button your Companies LEADS Data will be Synced to the Cloud Database where it is shared to the rest of your Sales Team.
You'll be amazed at the time and effort saved, how quickly results are produced and the simplicity of managing your Customers and Leads while Growing Your Business!
Track Potential Customers
Did you notice a new Business while out recently? See the Logo of another on a Car passing you? Simply add these names to LEADS "Suspects" list -Businesses that may become your new Clients or Customers.
Seek Referrals:
LEADS will automate the sending of Referral Requests to your Close Associates or "Centres of Influence". A single click will automatically email all your "Centres of Influence" with your preconfigured message and a random list of Suspects to whom you are seeking introductions - it couldn't be easier!
Never Again Miss a Promised Call
Talked to a Client or Customer and told them you will call back in 2 weeks, then FORGOTTON? Arghh! This makes you look very unprofessional and disorganised and worse, may even result in the loss of a Customer and their lifetime of revenue. LEADS will manage all your reminders -simply locate your Customer and add a new Activity to Phone them to complete the sale. Set the Due-Date and LEADS will prompt you that day to make the call! No answer? Make a note and reset the Due-Date to the next day.
Target Sales Opportunities for Your Staff
Run a search in LEADS by Customer Category for your selected Target Category -e.g. "Small Volume Customers" or "Key Account". For each Customer in the results list, add a new Activity and assign these to a selected Staff member to action. Set the Due Date and monitor their progress... Watch Your Sales GROW...
Create and Print Reports
You have 100 LEADS and want to know which ones have Activities Due right now! We have you covered. Preview and print Reports for you and your Staff, organised by Staff-Member and the Activities most Urgent, so you can easily track who requires attention first.
Send Automated, Personalised Newsletters
We all know you must stay in contact with your Customers and Contacts don't we? But it is so hard to manage, that few of us bother! Now LEADS makes sending your Newsletter painless! Simply type your newsletter in a normal Microsoft Word document, add images if needed, then add a few simple merge fields for LEADS to replace with things like your Contacts Name and Company. Save, Point LEADS to it and hit Send. LEADS will Merge the document with the Client List and send each one a Personalised email using Outlook.
Will I need training? / Is it hard to use?
No! LEADS has been designed to be EASY, with a minimal learning curve and simplicity in mind. You will very quickly be proficient in it's use. Additionally LEADS features a modern "Fluent Ribbon" interface so you can quickly locate all the important functions.
WHAT - is LEADS software?
