LeadPrime Lead Management Tool

Key Topics

• Lead Management Today – Problem Statement

• LeadPrime Functional Overview

– Business Domains

– Value Addition

• LeadPrime Features

– 3rd Party Integrations

– LeadPrime Web Services

– LeadPrime Dashboard Reports

– LeadPrime Mobile App

• LeadPrime Technology Stack

• LeadPrime Service offerings

Management Questions

1. How many Total Leads?

2. What is the Lead status?

3. What is the best Lead Category?

4. Who is my best Sales guy?

5. What is the best source for my leads?

6. How many turned into My Customers?

7. What is my ROI this year compared to last

year?

Lead Management – Today – Problem Statement

LEADPRIME - OVERVIEW

LeadPrime is a collaborative tool for sales pipeline management.

• Bringing all Leads to one platform to efficiently manage the sales pipeline

• Best practice implementations using [Lead]Prime Integrated Portal

• Helps you align Marketing and Lead strategies

• Capitalize on key configuration and process principles in order to track the Lead to Cash process

Product Overview

Lead Pool

Enquiry

Lead Follow-upEmailSMSPhoneMeeting

Prospects

Sales!

1- • Websites• Data Lists• Ads,• SMS,Email 2- • Lead Rating

• Lead requirements

3- • Schedule Follow-ups• Daily email/SMS/phone

alerts• Activity Logs/History• Tagged Leads

4- • Lead Filtering• Lead grouping

5- Analytics – 360 view of Lead counts, sales Agents, Leads by data source, products

LeadPrime – Sales Pipeline Management Overview

LEADPRIME – BUSINESS DOMAINS

LeadPrime – Business Domains

Customize Lead RequirementsUser can choose customizable landing pages Template Views based on Sales User vs. Management

Customize Lead RequirementsLead Requirements can be defined/captured according to the business needsLead Attributes can be defined/captured according to the business

Define your Product Line/Campaigns/PromotionsCreate your business products with imagesCompare Products by featuresRelate the leads based on the lead source

Custom Setup by BusinessLead Status can be defined by the Sales Manager to promote the same language with in the teamLead Activities within the Lead Status can be defined by the Sales ManagerFollow-up reminders can be customized User Roles can be defined according to your business needsUser security can be customized

LeadPrime – Domain Specific Customization

LEADPRIME - VALUE PROPOSITION

LeadPrime – Features

Helps you align Marketing and Lead strategies

Capitalize on key configuration process principles in order to track Lead to Cash process

LeadPrime – Lead life cycle

More revenue

Customer centric Analytics can be offered to attract more clients

Extension of lead generation services to lead management that can be offered to your customers

Long term sustainability of the customers with portal

LeadPrime – Value Addition

Bringing all Leads to one platform to efficiently manage the sales pipeline

No huge upfront cost

Remote access allows to manage leads from anywhere

Lead Analytics to forecast and plan their marketing strategies

LeadPrime – Value Addition

LEADPRIME - FEATURES

Know Your Lead

Lead Requirements

Lead Capture

Lead Category

Lead Scoring

Process Your lead

Lead Distribution

Lead Integration

Lead Assignment

Lead Tracking

Interact With Your lead

Lead Contact

Lead Follow-up

Lead Status

Lead Activity

Lead Generation

Website

Campaigns

Promotions

Coupons

Analytics

Dashboards

Sales performance

Sales Forecast

Sales Activity Statistics

Lead Integration

Email Integration

Google Calenderization

Mobile Integration

Web Integration

LeadPrime – Features

Web-to-Lead

Capture lead information from your website and pass to

LeadPrime real-time

Data Loader / Manual Entry

Import lead information from various file sources

Online Advertisements

Capture leads generated as a result of search engine optimization initiatives

Import Email/Phone Contacts

Import lead information from various mail software

Data Lists

LeadPrime – Lead Capture / Integration

Mobile App

LeadPrime App available in various IOS and Android Devices.

Automatic Lead Distribution

•Leads can be distributed to the sales teams by Admin•Automatic distribution of the leads by Round Robin to all the users•Automatic distribution of the leads by Round Robin for Selected Users

LeadPrime – Features

Team Collaboration

•Team Leads to share among the associated Users•Grouping of the leads by various criteria•User friendly interface to re-assign leads

LeadPrime – Features

Track User Activity Logs

•Lead Changes by each user can be logged•Activities by user can be tracked and viewed by Management•SMS/Emails sent and received can be tracked

LeadPrime – Features

Lead Scoring

Define Lead Scoring Rules on configurable attributes based on business model.

LeadPrime – Features

User Hierarchy

•Manage the leads at Single Tier level•Managing leads at Multi-Tier levels•Supports product / territory based rollup

LeadPrime – Features

User Authorization

•User Security can be defined by Application Feature•User Security can be defined by Application Services

LeadPrime – Features

Search Features

•Basic Search

•Advanced Search

•Tag leads

LeadPrime – Features

Manager Toolkits•User friendly Team Collaboration Management

•Team Monitoring at all levels

•Lead Assignment

•Reporting

LeadPrime –Features

LEADPRIME – 3RD PARTY INTEGRATION

Email Synchronization

•Centralize the Email communications with all your leads.•Central repository of all email communications.•Visibility to user hierarchy on all communications

LeadPrime – 3rd Party Integration

SMS Direct •Ability to receive Inward SMS•Ability to Send SMS•SMS Templates can be defined for reusability

(SMS Gateway should be purchased independent of this software from the 3rd party vendor)

LeadPrime – 3rd Party Integration

Google /Outlook/Business Calendars

Meeting Invites/Follow-ups Scheduled is integrated with Google Calendars and many other business calendars.

LeadPrime – 3rd Party Integration

Skype Integration

Skype calls can be initiated from within the application by sales Tele callers where the calls can be tracked.

LeadPrime – 3rd Party Integration

LinkedIn

Lead profiles can be viewed from within Leadprime.

LeadPrime – 3rd Party Integration

LEADPRIME – WEB SERVICES

Lead Setup

Web Services are available for •Lead import •Lead export

LeadPrime – Web Services

LEADPRIME – DASHBOARDS

LeadPrime – Dashboards

Dashboard Reporting•Dashboard

•Leads by Status/Product/Campaign/Requirement/

Promotion

•Leads Status by User/Campaigns/Product

LeadPrime – Dashboards

Dashboard Reporting•User Activity Statistics

•Team Performance report

•User Performance by week

•Monthly/Weekly Sales by product

LeadPrime – Dashboard Reports

LEADPRIME - MOBILE

LeadPrime – Mobile App (IOS and Android)

LeadPrime mobile on the go helps you conduct the business anytime any where. LeadPrime mobile assists you seamlessly Capture new leads , keep track of all your leads, gives you follow-up alerts and efficiently increase the lead conversion ratio.

Download From

Connect. Capture. Contact. Convert

Networking made easy with LeadPrime mobile …

Lead Capture from Business card capture and QR Code.

LeadPrime – Mobile App (IOS and Android)

LEADPRIME – TECHNOLOGY STACK

ApplicationMicrosoft .NET FrameworkIIS ServerDashboards built on native .NETSupport for SSIS, SSAS, SSRS

DatabaseAny ODBC compliant databases

Implementations on MSSQL and MySQL

LeadPrime – Technology Stack

InfrastructureCloud deployed hosted model for SAASPrivate cloud hosted for dedicated clientsOn Premise deployment

ScalabilitySupport for highly scalable environmentsCurrently supporting about a million Leads

BCP / DRHot Standby available offsite for SAAS

customers

LeadPrime – Technology Stack

LEADPRIME – SERVICE OFFERINGS

LeadPrime – Service Offerings

Web Based B2B tool

SAAS model is Offered to individual or businesses

Partner with portals and host the login for their clients from the portal websites

Intranet implementations for individual businesses

Thank You…