Lead Management Software - Executive Viewpoint
Executives, or business owners would like to exam business software from the aspects of what they get in return for what they pay. This is a document built for home improvement business owners, intended to highlight the benefits of the Lead Management Software from an executive viewpoint.
By design, the Lead Management Software covers most aspects of the home improvement business, including leads generation, leads tracking, sales, and production.
The Lead Management Software also provides office environment features such as paperless office, data integrity, security, and more.
Below are executive viewpoint features provided by the Lead Management Software:
- Paperless Office: The Lead Management Software scans in contracts, checks, and documents, and automatically assigns them to a project or contact. This eliminates the hassle of searching through piles of paper for documents. You can instantly see the documents of a project right on your computer screen!
- Data Integrity: The Lead Management Software keeps records of almost every change made in its database. It instantly reports changes made on any record in detail, displaying the changes made, previous values, new values, times of each change, name of user responsible for the changes, and from what workstation the change was made.
- Automatic Lead Import from Dialers: The Lead Management Software has a built-in leads importing module that automatically imports leads generated by a dialer system. It works with a few major dialer brands and can be customized for practically any dialer system.
- Multi-Company Support: The Lead Management Software simultaneously keeps track of an unlimited number of companies. Every lead can have many appointments, and each appointment has its own company. The lead carries its appointment history with it at all times. When a sale attempt fails, all proper information from the previous appointment can be sent to the next salesman, which increases the chances of closing a deal.
- Real-Time Statistics: The Lead Management Software instantly reports the number of leads generated, appointments confirmed, sale appointment results, etc...
- Salesmen Location Control: Based on the dispatch information, the Lead Management Software shows the location of each salesman.
- Instant Reports: Obtain instant reports about the performance of salesmen and canvassers.
- Instant Project Statuses: Locate problems before they surface; see whether a project is overdue or underpaid, or if contractor has not completed a job on time.
- Business Contact Management: The Lead Management Software has a comprehensive contact management module that displays not only addresses and phone numbers, but also other information relevant to the selected contact. It can display license expiration dates and statuses for contractors, commissions paid to salesmen, Workers Compensation and liability insurance expiration for contractors, etc...
- Dispatch - SMS: The Lead Management Software sends SMS with details of an appointment to a salesman with just 2 simple mouse clicks.
- Dispatch - Maps: The Lead Management Software can instantly show a map of a customer's address so dispatchers can assist salesmen on locating the destination.
- Security and Permissions: The Lead Management Software has a built-in security system that is both workstation and user sensitive. For example, a project manager can open a project screen only on a station that is authorized to open the project screen. This design minimizes the possibility of unauthorized activity performed at some hidden corner of the office.
- Project Control: The Lead Management Software displays lists of projects, along with costs and sale amounts, receivable in virtual real-time. It marks trouble projects in red so managers can instantly see which projects require attention.
- Cache Flow Control: The Lead Management Software displays a cache flow list, marking trouble transactions in red so managers can instantly see what needs attention.
- Timing - Project Completion Dates: The Lead Management Software shows instant lists of in-production projects sorted by completion dates. Executives can immediately see which project needs to be pushed ahead.
- Timing - Contractors' Jobs to be Completed: The Lead Management Software shows a list of tasks the contractors are working on, sorted by date, so you can see which contractors and projects are about to fall behind schedule before it actually happens.
- Timing - Calendar: The Lead Management Software has built-in calendars that can display a chain of events. This unique feature enables the Lead Management Software to show you not only that the plumber needs to be sent to a customer to fix a leak, but also that the customer called last night and reported a leak, and the entire preceded chain of events.