Leads
May/10/2005
Once you move Inquiries or Source
Items to leads, Tradepoint offers you a whole features to manage your
contact. Look at the tabs:
Appointments, RFQs (Request For
Quotes), Quotes, Documents, Notes, Contact
This window theme is the most
used theme / template in Tradepoint.
If you learn how to use this window effectively, you have already learned
over 90% of the software’s design (feel free to open customer, dealers and
warehouse windows to prove the point).
Tradepoint's lead management
system allows you to specify any sales or lead management process by creating
your own custom categories statuses ownership levels and more. Tradepoint can automatically create new
events once an event is completed.
One Example would be: when an appointment is set, Tradepoint can
automatically flags a staff member (admin or sales) to confirm that appointment
24 hours in advance. Another might be: if a voice mail is left and the
individual did not return the voice mail within 48 hours, Tradepoint will
flag the staff member that left the voice mail to try calling the contact person
again. This is a powerful advantage
for “closing the sales loop” and ensuring that every sales process either
results in a sale, or the sales person actively giving up on a contact. All problems in between like: Forgetting
to call back, forgetting about a client for 3 weeks because of the other 90
clients in the roster were too overwhelming. You get the idea. Using Tradepoint CRM features properly
is just about guaranteed to raise your sales if not raise the effectiveness of
every staff within your company.