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tmLeadTrack™
tmLeadTrack™ is a web-based application developed to accept, assign and manage sales leads or information requests that come from various input sources (phone, web, walk-ins, etc).
Once received, tmLeadTrack™ will assign the lead to the appropriate user and ‘alert’ them via e-mail, SMS message or (as upgrade option) via telephone call. Lead response is tracked based on pre-defined time limits and if no response is entered by the sales or customer service rep assigned, it re-assigns the lead and alerts a second, and then third tier supervisor to ensure all leads are followed up on.
The tracking and reporting feature will allow management to view, in real-time, all incoming leads, response times, unanswered leads, etc to better manage their business and increase sales/customer service.
And finally, as the system is built upon the tmSuite™ application base, all user management, information forms, tracking & alert management are completely customizable by the user; making the solution adaptable to any business type with sales or customer service tracking needs.
SUMMARY OF FEATURES
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Lead Management
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Lead Input & Integration
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tmLeadTrack™ can accept lead information manually entered or via automatic upload from Web site forms, 3rd party applications, etc.
Further, it is an interoperable application within the tmSuite™ allowing lead information to be shared with our digital marketing applications for ongoing communication – after a lead is received – regardless of whether the sale is made or not.
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Lead Assignment
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The business rules for auto-assignment of incoming leads can be customized by the admin user. Example: Leads from an information request form online can be assigned to a fulfillment group or staff, online quote request forms can be auto-assigned to one or more sales people. Alternatively, sales that are received via phone or walk-ins can be manually entered into the system and manually assigned to an individual.
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Lead Statuses
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Leads are classified as New, Open, Overdue or Closed based on user the lead was assigned or re-assigned to.
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Alerts
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Alert System
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Utilizing modules from the tmSuite™'s Alert engine, tmLeadTrack™ automatically alerts the designated sales or customer service representatives that a lead has been assigned to them via e-mail, SMS message or alternatively via phone call (note: phone call alerts are an upgrade)
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Response Times
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The admin user may create unique business rules that set the maximum time allowed for a lead to be responded to. Once expired, the lead is automatically re-assigned to the designee’s supervisor or ‘tier 2’ back-up who is then automatically alerted. If they don’t respond in the time allowed, a ‘tier 3’ management user is notified. No leads are left unanswered!
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Alert Notifications
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All Alert messages are created & managed by each admin user via a content-managed interface powered by the tmLiveContent™ engine. So you can customized messages that suit your needs.
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User Management
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User Management
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Admin user has complete control over the creation and management of all user groups including: receptionist, sales people, supervisors, etc - each with varying levels of access and control over the process.
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Tier Management
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Manage multi-levels of sales or customer support staff to ensure that every user has a back up so no lead is left unanswered.
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Admin & Reporting Tools
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Customizable Forms
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Lead collection is enhanced by self-managed lead forms – allowing each business to customize the questions and answer types required when a lead or information request is logged by staff or the customer/prospect directly.
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Reporting
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The tracking and reporting features of this application include drill down filters to view leads based on assignee, lead source, lead status, etc. Further, analytic reports offer management a view of the percentage of leads responded to on time, by whom, and resulting actions taken.
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Web-based access
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System interface is completely web-based so there is no software or hardware to manage. Simply open a web browser and access the various user interfaces via encrypted, password protected admin screens.
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Customization
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As with any tmSuite™ solution, tmLeadTrack™ is built using an open source architecture allowing for greater flexibility and efficiencies in customizing solutions for clients with unique requirements.
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tmLeadTrack™ is a member of the Business Intelligence Engine
within the tmSuite™ of Integrated Marketing Technologies.
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