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Create and manage sales leads in a centralised location. Using a simple set of capture forms and dashboards, you can:
  • Create new leads and their details
  • Monitor status across multiple salespeople
  • Keep track of conversion from leads to opportunities
  • Improve sales and service by logging and reporting on losses

 
 

How does it work?

We roll out a Sales Lead Pipeline site for you on your SharePoint environment and teach you how to use it to keep tabs of your leads, conversion of those leads to prospects, and reasons for lost sales.

 

How long does it take?

Implementation within 1 day. As simple as that.

 

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