Sales CRM

• Capture leads from all types of sources, both internal and external
• Track sales opportunities
• Find leads that require a follow-up
• Report on sales revenue forecasts and timing
• Manage sales teams, territories and funnels
• Store all your customer data in one single location, accessible from anywhere, at any given time (Read: When it comes to CRM - To Cloud or Not to Cloud?) 
• Gain a better understanding of your sales pipeline
• Monitor and manage your sales team's performance, calendar and workload
• Set up territories and teams quickly and efficiently

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• Link your website enquiries form to LeadMaster CRM using the system leads flow
• Get real-time updates on your sales pipeline for seamless sales management
• Centralise the data from different channels in one easily-accessible platform
• Associate emails and comments with the right leads and opportunities
• Assign leads and tasks automatically
• Qualify leads with one click and automatically update lead status
• Use our unique custom form technology to create scripts and custom fields quickly, efficiently and on-the-fly to streamline your entire sales process
• Increase your conversion rate
• Easily separate your customer and partner database

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• Gain valuable insight into your customers' buying behaviour, needs and preferences 
• Add comments about customers and use them to customise your marketing campaigns
• Provide your clients with superior customer service through personalised realtionship management
• Add transparency and clarity to your sales pipeline and all the stages of your sales process
• Streamline and automate your sales processes internally as well as externally
• Track all activities and interactions between your sales representatives and customers/prospects
• Oversee and assign follow-up activities
• Synchronise LeadMaster CRM calendar with Outlook^® “log and sync” system
• Save shortcuts and specific searches to your dashboard for easy access
• Save time by using our sales force automation system with unique click-to-action buttons
• Update all data on the fly
• Automatically review your pipeline with duplicates alert
• Merge records in one click without losing any data
• Automate the ‘update records’ function for the latest data and ensure all leads are managed in a timely fashion
• Use LeadMaster CRM workflow automation to create a low-touch (little contact between sales and the customer) or no-touch (no contact with the customer) sales process | See also Lead Nurturing
• Use our built-in eDM platform to manage your email marketing campaigns right within your Sales CRM  instead of some other external third-party application | See also e-Marketing 

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• Track your sales pipeline and forecasts efficiently and in real time for a better understanding of your sales funnel and appropriate planning and resource allocation
• Measure your pipeline value in two clicks
• Fine-tune your sales process by easily adjusting forecast dates
• Increase the accuracy of your revenue projections
• Diagnose glitches in your sales process and solve them quickly and efficiently
• Data mine your sales reports and analyse them in the format that you can easily understand 
• Benefit from all the features of our Workflow Automation System
• Use our unique “Point n' Click” Workflow Automation to improve your team productivity by automating most of your recurrent tasks and saving valuable time
• Automatically create and assign tasks and/or activities by using workflow automation (define your own conditions and corresponding actions)
• Distribute leads within the system to your sales reps | See also Lead-Xpress
• Use our unique Ticker Tape Message feature to alert other users of wins, losses and other system updates 
• Use lead nurturing tracks to create a series of marketing actions over a certain period of time to deliver personalised messages to prospects and nurture them at different stages of your sales process

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• Measure success based on metrics that matter to your business
• Create a 360% view of your customers and their buying behaviour
• View and analyse key performance indicators (KPIs) of your sales force
• View and analyse the value of your pipeline via report wizard in one click 
• Improve and speed up your decision process
• Analyse the reasons behind your failures and successes
• Gain valuable insight into your customer relationships

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