Prospect Lead Management System

CorpEssence Prospect and Lead Management system is developed to help you maximized conversions of prospects to customers through optimal follow up procedures. The system further encourages accountability within the enterprise by allowing leads to be assigned to sales representatives.

It supports the maintenance of multiple comments for each prospect or to keep effective track of progress made. The system seamlessly integrates into the Customer Master for providing a complete view of customer management in the enterprise.

Functional overview:

1. Maintain Prospect and Lead information
2. Assign merit, value, and urgency to leads
3. Manage Lead Contact information
4. Assign Lead to a Sales Representative
5. Convert sales leads to customers
6. Set up auto-reminders for follow up
7. Manage multiple comments (with IDs) related to interactions with Sales Leads

Module integrates with the following functions:

• Customer Master

Ready to use Reports – Prospect and Lead Management

• Lead Report by:
• Name
• Priority
• Status
• Value
• Account Representative