Smart Lead Management System (Face-to-Face Sales)

Sales increase significantly when you manage sales activity and get the right lead to the right salesperson at the right time.

Problems We Solve

Value-Ad's Smart Lead Management System breathes new life into your sales force! Our solutions are built on research, analysis and key strategies, backed by years of experience in the industry.

Drive Sales Revenue

Close more deals by effectively harnessing new lead sources and partnership deals.

Speed of Delivery

Fast distribution of leads to the most suited salesperson results in more sales.

Transparency

Real-time insight into all stages of sales process so can take action to optimise each step.

Survival of New Agents

Increase staff retention as easy to distribute leads and identify skill training.

How it works

Smart Lead Management System a implement software-as-a-service process that is easy to use

Step 1

Out the box functionality is deployed and can be used as is to collate leads, allocate to the most suitable salesperson, manage and report on the sales process.

Step 2

If required configuration, integration or hosting changes can be made as per your requirements.

Step 3

Real time insight into sales activity, and results.

Our Application is Available on Android and iOS

Right leads matched to right salesperson according to AI and matching rules such as Geography, Ownership, Product Type, Client Type, Grandfather Rules, Salesperson Behavior; Salesperson notified of new leads; Sales activity feedback collected and reported

Application Features

Multiple sources are possible including external systems, websites, databases as well as campaign responses. By collating all lead sources in the system we provide a consistent, measured approach to all sales opportunities.

Our matching and allocation rules consider several factors including salesperson capacity, preferences, location, behavior and skills – based on both quantitative and qualitative analytical models.

We reach out directly to the salesperson informing them that a lead has been allocated to them. The salesperson logs in to a secure environment in order to view the details of the lead.

Admin interface available to users where lead rules and agent profiles can be viewed and managed.

Feedback is provided in an easy two-step process via the mobile app. If the lead is actioned satisfactorily via the feedback, a new lead can be assigned immediately.

Appointments can be set via the system to the agent’s calendar. Event reminders are also sent via the system.

Real time reporting is available online 24 hours a day, 7 days a week. It measures both sales activity and sales skills, highlighting any development areas.

Detailed management information reports can be sent automatically via the system, to different levels of management.

Leads are viewed using smart mobile devices.

Beautiful Design

Transparency Into Sales Activity and Insight Into Which Leads Are Actioned.

Lightning Fast

Real-time Results Allowing the Strategy on Campaigns to Be Adjusted According to the Results Achieved.

Native Apps

Granulated Management Information Reports Can Be Sent Automatically via the System, to Different Levels of Management.

Key Benefits

Manage the activity of your sales force using the Smart Lead Management System resulting in improved agent productivity and increased sales.

A Large Volume of Leads Can Be Assigned Rapidly.
Cost-effective – You Only Pay for the Benefit We Create.
Identify the Training Needs of Your Salesforce.
Indication of the Service Experienced by the Customer.
Very Easy to Use.
Improved Productivity.
Transparency Into Sales Activity And Insights.
Safe And Secure

Our face to face solution delivers the right lead to the right person at the right time. The result – improved sales force efficiency.

Mobile App

These leads can be viewed using smart mobile devices.

Secure Wallet

Appointments can be set via the system to the agent’s calendar. Event reminders are also sent via the system.

Support

Support team available to assist with queries and requests.

Recurring Buying

Admin interface available to users where lead rules and agent profiles can be viewed and managed.

Instant Exchange

Real-time reporting is available online 24 hours a day, 7 days a week. It measures both sales activity and sales skills.

Would you like to learn more?