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Lead Tracking Software
     Comparison

             from
 http://www.LeadPro247.Com
    Sales Lead Tracking and Management Solution
     Integrated with Email Marketing Automation
Lead Tracking Software
           Comparison
Contents
  – What is Lead Tracking Software?
  – Why to use Sales Lead Tracking and Management
    software?
  – What to look for while deciding to subscriber / sign-up
    to a Lead Tracking & Management Software system
  – Technical factors, Commercial Issues
  – Business Requirements       One size does not fit all
    businesses
  – Big is NOT necessarily Beautiful (best fit)
  – Support and Customization Services

                 http://www.LeadPro247.Com
Lead Tracking Software
             Comparison
What is Lead Tracking Software?
   – Lead Tracking Software helps to Track and Manage Sales Leads
   – Lead Tracking Software = Lead Management System, Lead
     Administration Solution, Marketing Automation Service
   – Helps to capture, store, distribute, follow-up (track) and analyze
     leads / prospects
   – Helps to Convert More Prospects to Customers
   – Helps to keep the focus of sales team on following-up right leads
     at right time with right medium
   – Helps to avoid Leads Slipping Through the Cracks without
     follow-up
   – Lead Tracking is NOT just contact management and calendar
     management


                     http://www.LeadPro247.Com
Lead Tracking Software
          Comparison
Lead Tracking Software Selection - Issues
  – Many delivery options (Installable software,
    long Contract Based software, web based
    software, subscription options, etc.)
  – Too Many Suppliers / Software Choices
  – Wide range of features, support services,
    pricing options
  – Hidden costs and services
  – Learning Curve involved
  – Product Flexibility (or lack of it)
               http://www.LeadPro247.Com
Lead Tracking Software
             Comparison
Lead Tracking Software – What to look for?
Features
  – Web based Software Solution
  – Include Lead Capture, Tracking, Follow-up, Activity
    Tracking
  – Integrated with Drip Email Marketing for Lead
    Nurturing
  – Interfaces to your Lead Generation Systems and third
    party Lead vendors / Lead Generators
  – Extensive Lead Tracking and Lead Analytics
    Reporting

                http://www.LeadPro247.Com
Lead Tracking Software
          Comparison
Lead Tracking Software – What to look for?
Commercial Issues
  – Affordable Sales Lead Management System
  – No long term commitments, no upfront
    investment in hardware / software
  – Monthly Subscription Fee based
  – Data Usage Policy     No sharing of data with
    others / other purposes (Retain Ownership of
    Your Data)
              http://www.LeadPro247.Com
Lead Tracking Software
               Comparison
Lead Tracking Software - What to Look for?
Functions
   – Capture Sales Leads / Prospects from all channels
   – Qualify Leads based on Lead Profile parameters such as Class/
     Rank, Location / Geography, Urgency, Authority, etc.
   – Check for duplicates and help de-dupe the leads
   – Distribute / Assign Leads Manually
   – Route Leads automatically using flexible, intelligent Lead
     Routing engine
   – Routing based on Geography, Product / Service, Sales Territory,
     Round-Robin method, etc.
   – Lead Distribution – Support for PULL or PUSH method
   – Follow-up, Track Leads
   – Nurture Leads using integrated Drip Email Marketing
   – Lead Analysis / Analytics
                    http://www.LeadPro247.Com
Lead Tracking Software
            Comparison
Why Use Lead Tracking Software?
  – Centrally Manage all Leads / Prospects
  – Use Drip Email Marketing to follow-up
  – Track all follow-up activities and get a 360*
    view including email campaigns, Email
    Opens, URL click through, etc.
  – Helps Avoid Leads Slipping Through the
    Cracks
  – Extensive Lead Analysis with Real Time data
  – Convert More Leads and Grow Sales
              http://www.LeadPro247.Com
Lead Tracking Software
            Comparison
Lead Capture Features
  – Capture Leads from multiple Channels
    • Web Forms, Email Messages, Manual Input, Input
      Manually, Advanced API interfaces
  – Setup multiple Lead Journals (Lead Profiles)
  – Custom data fields
  – Custom Lead Profile parameters (Lead
    Source, Channel, Rank / Class,
    demographics, …)
  – Map Lead Journals to Email Lists
              http://www.LeadPro247.Com
Lead Tracking Software
            Comparison
Lead Distribution Features
  – Automatic Lead Distribution (PUSH method)
  – Manual Distribution (PUSH method)
  – Manual Distribution (PULL method)
  – Flexible Lead Routing Engine
  – Route based on Lead Profile / Custom Fields
  – Email Notification to Manager / Sales Agents
    when new Leads distributed

              http://www.LeadPro247.Com
Lead Tracking Software
             Comparison
Lead Nurturing Features
  – Integrated Drip Email Marketing for scheduling
    automatic follow-up messages
  – Trigger Emails using variety of Events / Activities
  – Personalized Email Messages
  – HTML and Text Email support
  – Extensive Email Campaign Statistics Tracking
     • Bounces, Email Opens, URL Clicks, etc.
  – Integrated Google Analytics Tracking tags
  – Helps turn Cold / Warm leads to Hot Leads with
    minimal efforts

                  http://www.LeadPro247.Com
Lead Tracking Software
            Comparison
Lead Tracking and Follow-up Features
  – Schedule Follow Tasks / Activities
  – AutoResponder Email Messages
  – Get Unified View of Lead with activities
    including email campaign opens and clicks
  – Update Lead Stage and Lead Status
  – Include Notes on follow-up meetings,
    telephone calls, and email messages
  – Extensive Filters to look-up Leads
              http://www.LeadPro247.Com
Lead Tracking Software
             Comparison
Lead Analytics Features
  – Extensive Real-Time reports
     • Lead Status Reports
     • Analysis by Lead Source, Source Group, Lead Profile
       properties, Lead Class / Rank
     • Sales Agent Performance Report
     • Lead Dashboard (Analysis by Contacted / Not Contacted,
       Touched / Untouched)
     • Sales Stage / Lead Status Analysis
  – Download all report data to Excel
  – Graphical Representation for Key Metrics Reports

                  http://www.LeadPro247.Com
Lead Tracking Software
            Comparison
Drip Email Campaign Metrics / Statistics
 Reporting
  – Email List Reports
  – Email Campaign Performance Reports
  – Domain Analysis (for B2C Leads)
  – Campaign Activities: Bounces, Opens, Clicks




              http://www.LeadPro247.Com
Lead Tracking Software
                Comparison
Industries / Verticals
   –   Mortgage Lenders / Brokers / Loan Officers
   –   Real Estate Professionals / Realtors
   –   Debt Restructuring Agencies
   –   Educational Institutions
   –   Insurance Agents
   –   Financial Services
   –   Home Builders
   –   Contractors / Remodelers
   –   Legal Firms
   –   Service Providers
   –   Small / Medium Manufacturers / Distributors
                   http://www.LeadPro247.Com
Lead Tracking Software
            Comparison
3rd Party Lead Providers Integration -
  Examples
  – LendingTree
  – LowerMyBills
  – LoanBright
  – LendersDirect
  – InsureMe
  – Leads2Results

              http://www.LeadPro247.Com
LeadPro
Sales Lead Tracking and Management
         Software Solutions
 Contact Info / Resources

   – Sales @ LeadPro247.Com
   – 1-877-9-LEADPRO (1-877-953 2377)
   – http://www.LeadPro247.Com
   – http://LeadManagementBestPractices.Com

                                          © Anagha Group, 2006-2008

              http://www.LeadPro247.Com

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Lead Tracking Software Comparison

  • 1. Lead Tracking Software Comparison from http://www.LeadPro247.Com Sales Lead Tracking and Management Solution Integrated with Email Marketing Automation
  • 2. Lead Tracking Software Comparison Contents – What is Lead Tracking Software? – Why to use Sales Lead Tracking and Management software? – What to look for while deciding to subscriber / sign-up to a Lead Tracking & Management Software system – Technical factors, Commercial Issues – Business Requirements One size does not fit all businesses – Big is NOT necessarily Beautiful (best fit) – Support and Customization Services http://www.LeadPro247.Com
  • 3. Lead Tracking Software Comparison What is Lead Tracking Software? – Lead Tracking Software helps to Track and Manage Sales Leads – Lead Tracking Software = Lead Management System, Lead Administration Solution, Marketing Automation Service – Helps to capture, store, distribute, follow-up (track) and analyze leads / prospects – Helps to Convert More Prospects to Customers – Helps to keep the focus of sales team on following-up right leads at right time with right medium – Helps to avoid Leads Slipping Through the Cracks without follow-up – Lead Tracking is NOT just contact management and calendar management http://www.LeadPro247.Com
  • 4. Lead Tracking Software Comparison Lead Tracking Software Selection - Issues – Many delivery options (Installable software, long Contract Based software, web based software, subscription options, etc.) – Too Many Suppliers / Software Choices – Wide range of features, support services, pricing options – Hidden costs and services – Learning Curve involved – Product Flexibility (or lack of it) http://www.LeadPro247.Com
  • 5. Lead Tracking Software Comparison Lead Tracking Software – What to look for? Features – Web based Software Solution – Include Lead Capture, Tracking, Follow-up, Activity Tracking – Integrated with Drip Email Marketing for Lead Nurturing – Interfaces to your Lead Generation Systems and third party Lead vendors / Lead Generators – Extensive Lead Tracking and Lead Analytics Reporting http://www.LeadPro247.Com
  • 6. Lead Tracking Software Comparison Lead Tracking Software – What to look for? Commercial Issues – Affordable Sales Lead Management System – No long term commitments, no upfront investment in hardware / software – Monthly Subscription Fee based – Data Usage Policy No sharing of data with others / other purposes (Retain Ownership of Your Data) http://www.LeadPro247.Com
  • 7. Lead Tracking Software Comparison Lead Tracking Software - What to Look for? Functions – Capture Sales Leads / Prospects from all channels – Qualify Leads based on Lead Profile parameters such as Class/ Rank, Location / Geography, Urgency, Authority, etc. – Check for duplicates and help de-dupe the leads – Distribute / Assign Leads Manually – Route Leads automatically using flexible, intelligent Lead Routing engine – Routing based on Geography, Product / Service, Sales Territory, Round-Robin method, etc. – Lead Distribution – Support for PULL or PUSH method – Follow-up, Track Leads – Nurture Leads using integrated Drip Email Marketing – Lead Analysis / Analytics http://www.LeadPro247.Com
  • 8. Lead Tracking Software Comparison Why Use Lead Tracking Software? – Centrally Manage all Leads / Prospects – Use Drip Email Marketing to follow-up – Track all follow-up activities and get a 360* view including email campaigns, Email Opens, URL click through, etc. – Helps Avoid Leads Slipping Through the Cracks – Extensive Lead Analysis with Real Time data – Convert More Leads and Grow Sales http://www.LeadPro247.Com
  • 9. Lead Tracking Software Comparison Lead Capture Features – Capture Leads from multiple Channels • Web Forms, Email Messages, Manual Input, Input Manually, Advanced API interfaces – Setup multiple Lead Journals (Lead Profiles) – Custom data fields – Custom Lead Profile parameters (Lead Source, Channel, Rank / Class, demographics, …) – Map Lead Journals to Email Lists http://www.LeadPro247.Com
  • 10. Lead Tracking Software Comparison Lead Distribution Features – Automatic Lead Distribution (PUSH method) – Manual Distribution (PUSH method) – Manual Distribution (PULL method) – Flexible Lead Routing Engine – Route based on Lead Profile / Custom Fields – Email Notification to Manager / Sales Agents when new Leads distributed http://www.LeadPro247.Com
  • 11. Lead Tracking Software Comparison Lead Nurturing Features – Integrated Drip Email Marketing for scheduling automatic follow-up messages – Trigger Emails using variety of Events / Activities – Personalized Email Messages – HTML and Text Email support – Extensive Email Campaign Statistics Tracking • Bounces, Email Opens, URL Clicks, etc. – Integrated Google Analytics Tracking tags – Helps turn Cold / Warm leads to Hot Leads with minimal efforts http://www.LeadPro247.Com
  • 12. Lead Tracking Software Comparison Lead Tracking and Follow-up Features – Schedule Follow Tasks / Activities – AutoResponder Email Messages – Get Unified View of Lead with activities including email campaign opens and clicks – Update Lead Stage and Lead Status – Include Notes on follow-up meetings, telephone calls, and email messages – Extensive Filters to look-up Leads http://www.LeadPro247.Com
  • 13. Lead Tracking Software Comparison Lead Analytics Features – Extensive Real-Time reports • Lead Status Reports • Analysis by Lead Source, Source Group, Lead Profile properties, Lead Class / Rank • Sales Agent Performance Report • Lead Dashboard (Analysis by Contacted / Not Contacted, Touched / Untouched) • Sales Stage / Lead Status Analysis – Download all report data to Excel – Graphical Representation for Key Metrics Reports http://www.LeadPro247.Com
  • 14. Lead Tracking Software Comparison Drip Email Campaign Metrics / Statistics Reporting – Email List Reports – Email Campaign Performance Reports – Domain Analysis (for B2C Leads) – Campaign Activities: Bounces, Opens, Clicks http://www.LeadPro247.Com
  • 15. Lead Tracking Software Comparison Industries / Verticals – Mortgage Lenders / Brokers / Loan Officers – Real Estate Professionals / Realtors – Debt Restructuring Agencies – Educational Institutions – Insurance Agents – Financial Services – Home Builders – Contractors / Remodelers – Legal Firms – Service Providers – Small / Medium Manufacturers / Distributors http://www.LeadPro247.Com
  • 16. Lead Tracking Software Comparison 3rd Party Lead Providers Integration - Examples – LendingTree – LowerMyBills – LoanBright – LendersDirect – InsureMe – Leads2Results http://www.LeadPro247.Com
  • 17. LeadPro Sales Lead Tracking and Management Software Solutions Contact Info / Resources – Sales @ LeadPro247.Com – 1-877-9-LEADPRO (1-877-953 2377) – http://www.LeadPro247.Com – http://LeadManagementBestPractices.Com © Anagha Group, 2006-2008 http://www.LeadPro247.Com