Lead Management

Benefits

EBSuite's Marketing Automation module enables your sales manager to optimize the lead pipeline from initial marketing campaign to sale. Track each prospect from initial source (list or inquiry) and route them instantly to the right sales representative. Report each customer's value and each campaign's true ROI. Hot prospects are never lost.

Ensure follow-up on every lead
Increase lead conversion rates
Custom workflows targeted to each lead channel
Increase marketing campaign ROI
Optimize lead follow-up from initial contact to closed sale

Highlights

Automatic Lead Routing and Conversion

Optimize your marketing pipeline. Create customized lead assignment business rules to automatically route leads to the right sales team or representative based on your custom fields and marketing channel. Convert qualified leads to sales opportunities with a single click. Alert sales representatives instantly as opportunities are assigned to them. Alerts delivered on-screen, by email and text message to mobile devices.

Lead Tracking and ROI Reports

Track each lead end-to-end with real time conversion rates. Report marketing campaigns or lead sources effectiveness. Track and report over time lead status conversion and lead activity performance.

Lead Pre-Qualification

Implement lead pre-qualification processes to optimize sales representatives efforts. Easily customize EBSuite to design pre-qualification processes and page displays for each sales role or lead channel.

Online Lead Capture

Create forms to capture leads from your Web site. Create distinct "landing web pages" designed for each campaign which can be hosted within your EBSuite account. Your leads are directly imported into your database. Then, a personalized auto-response email is sent to the prospect. Next, your sales teams are automatically alerted to follow-up their new lead.

De-Duplicate Leads & Merge History

Maintain accurate leads and their communication history. Automatically merge duplicate leads with existing leads, contacts, and organizations.

Import Wizard for Leads & Lists

EBSuite's import wizards easily import leads from list brokers, trade shows, seminars, and direct mail. Using the industry standard CSV file format, leads are easily imported in minutes.

Lead Assignment & Access Controls

Manually assign each lead to a sales rep. or sales team. Configure access controls and / or our territory engine to automatically allocate lead assignment based on your rules.

Lead Qualification

Utilize any of EBSuite's six additional pages and unlimited custom fields to pre-qualify each sales lead. Design page displays and processes for each marketing channel, product line or marketing segment.