Tracking leads and opportunities is only part of the equation in a successful
sales and marketing strategy. These efforts mean little if you don’t have the
tools to measure the results. By providing intuitive data mining and reporting
tools, our system allows you to get quick snapshots in key areas. Find out
instantly which leads are being followed up (and which are not). Determine
which campaigns are generation the most qualified leads and closed sales to
help pinpoint the most profitable programs. Generate reports, including sales
forecasts, and email them to other tear members. Download highly targeted mailing
lists of decision-makers for seminars and direct mail campaigns. All the pieces
of the puzzle are right at your fingertips – just a point and click.
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Report Name
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Description
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Lead Highlights
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provides an overview of all leads, including text information in comments field.
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Lead Status/Activity
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summarizes records by forecast date, lead value and lead status.
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Lead Summary
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provides a bar chart overview of lead status for all records.
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Forecast
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displays all leads with a probability greater than zero percent.
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Lead Aging
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reports on the days out or number of days since a record was assigned but not updated.
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Call Back
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displays all records with a call back date scheduled, including key contact information.
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Industry Analysis
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summarizes records by industry type in bar chart format.
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Express Update
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facilitates quick updating with key sales fields for all leads displayed on a single screen.
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Sales Comments
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displays sales comments entered for all leads in the report.
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Solutions
