Lead Management in POOL4TOOL

Effective lead management and optimization of lead-flow in sales and marketing are crucial for successful sales. With POOL4TOOL you can manage customers' requests and forward qualified leads directly to the appropriate staff. Thus, the sales staff always has up-to-date client information and no leads are overlooked or lost.

Benefits:

• No leads get lost
• Faster replies to client's requests
• Standardization of the best procedures for lead qualification
• Increased lead conversion rate
• Optimization of your marketing investments
• Optimization of the lead procedure, from the gathering process to the final contract
• User access rules make sure that employees, teams and/or partners have access only to assigned leads

Highlights:

Online Lead Gathering

Forms to gather leads from websites are easily created. Then the leads can be directed into POOL4TOOL. Finally, an individualized message based on client information can be sent automatically. 

Import Assistant

You can import leads directly from offline channels, e.g. trade fairs, seminars or direct-mailings. You do not have to enter the data manually, saving you time.

Lead Search And Matching

You can ensure that employees can investigate previous interactions with leads, before they start tracking them. Duplicates can be easily identified and combined with existing tracks, contacts and accounts.

Automatic Lead Forwarding

Lead queues can be set up and rules for lead classification can be determined to automatically forward leads to appropriate sales teams or employees, based on user-defined rules.

User Access Rules

Staff members have access only to leads within their range, but can share leads manually with other users. Administration and secure lead assignment to channel partners are also included.

Lead Tracking

Lead tracking ensures that leads are monitored from gathering to conversion. This includes time stamps, campaign or lead source investigation, change of lead status, and lead activity management.

Lead Qualification

You can develop processes to qualify leads by yourself to assure that the entire sales force works with the same routines. This is possible through POOL4TOOL's customizing feature.

Lead Conversion

It takes just a single click to convert qualified leads into sales opportunities. Sales employees are notified when opportunities are assigned to them.

Acquire Prospective Clients Through E-Mail And Track Business Dealings

Sales personnel can send a large number of individual and/or template-based e-mails to prospective clients and monitor their reactions.