Managing and keeping track of opportunities is a huge challenge for any organization. Critical client data collected from each individual sales person can turn productive if managed well. More often than not this part is tried with Microsoft excel.
Data to a certain extent can get captured in excel. However constant updating and consolidation of this enquiry information coming from the sales team will becoming difficult through a spreadsheet like Excel and can be very challenging and a laborious work.
Also many times renowned sales CRM solutions are implemented ending again in coming back to an excel method of managing.
The important modules in LeadTracker are
Client information module
Follow-up scheduler or Daily Diary
Schedule sales activity to yourself and let the follow-up scheduler or daily dairy help you in reminding you about those activities. Manage status and progress of each account with user friendly options which updates and consolidates information across the organization.
Generate reports based on needs d to be submitted to the client at one click of a button. The different types of reports generated by Estimate are