It is critical that you understand what happens with a lead once you have delivered it to a salesperson but you cannot force your salespeople to login to your CRM.
Salespeople can easily update the status of a lead, whether it converted, the expected and actual values, and expected close dates. All of which is trackable via your dashboard and all without requiring your salespeople to login.
How it works...
Salesperson receives a lead
The process is designed to be easy and barrier free and does not require the salesperson to login.
Using the feedback form
Chat with your salespeople directly from the dashboard
Simply click on a lead, hit the chat tab, and start communicating.
Salespeople will receive a notification and can respond directly, again without the need to login.
Live data synced with your CRM and operations plaform
Admins track the whole process
Admins can see all interactions listed in chronological order making it easy to track progress and record conversions.
Response times, performance scores, and many other data points are available via the admin dashboard.
It doesn’t end here.
Let’s see how easy it is to have oversight using realtime analytics…