Sales strategy and
planning
Forecasting, channel strategy, resource allocation, talent management
Profitable growth is easier than you think — no matter your company's size, industry, geography, product, or service. You can increase your sales representative’s productivity and grow revenue by putting all your sales activities on a single automation tool. Unify data from multiple sources for a 360° view of customers and manage the complete sales cycle.
Forecasting, channel strategy, resource allocation, talent management
Pipeline management, action plans for new and existing customers
Quota setting, a configuration of technical solutions, negotiation, contracting
Credit checking, invoicing, order-related service handling
Regular follow-ups, handling of incoming requests (e.g., for spare parts, repairs)
Reporting, analytics, training, provision of sales support materials, administrative tasks
Capture leads from all your channels automatically, manage them intelligently, and transfer them to the right teams (and people). Ensure zero lead leakage and zero missed opportunities.
Automate lead qualification, prioritization, and distribution to relevant people and teams based on advanced lead and agent attributes. Timely contact = higher conversions.
No-code sales process builder. Sketch the best-possible sales workflows for your different products & teams. The sales processes are dynamic and completely flexible.
Remove all distractions from your sales teams' day & guide them to the next best step. Spot sales opportunities, and automatically notify the right agent to take action.
Plan the workday of all your customer-facing teams (digital, call center, or field). So, they can concentrate on doing more thereby increasing their productivity.
We connect multiple teams and processes to streamline your sales processes by organizing and prioritizing deals through Leadsquared CRM.
With LeadSquared’s mobile CRM, your salespeople can do everything on the go – their tasks, document upload, lead transfer, and qualification.
Custom dashboards and 100s of default reports measure everything important to your campaign performance, agent productivity, or revenue metrics.
We integrate LeadSquared CRM with all the other apps you use and love – native connectors, robust APIs, and a developer platform.
Distribute leads by any number of lead or agent attributes – lead location, products, agent seniority, performance, and more. Consider the potential deal size, preferred language of communication, and other parameters to completely customize your distribution criteria.
Remove all the clutter from your salesperson’s work area. Promote productivity by showing them just the meaningful tasks listed in order of priority.
Allow your field agents to be super-productive on the field – make calls, find prospects near them, transfer leads, and sell more. Track your entire field workforce by monitoring their geolocation, client meetings they attend, the distance they travel, their attendance and incentives, and everything else in between.
Keep a track of emails sent by your team, as well as the open & click rates.
Keep a tab on the call volume, connect rate, and successful conversation numbers.
Track the number of leads in each stage of the pipeline for your teams and representatives.
A real-time metric on the meetings your field agents have every day.
Keep a tab on all the deals your representatives have closed against their commitment.
Track the revenue contributed by each representative and shortfalls vs. the activities performed.