Lead reports are an essential component of an effective sales process. ClickPoint LeadManager's reporting software provides valuable insights into marketing and sales performance and the effectiveness of your lead flow.
LeadManager reports allow you to optimize lead flow, reward your best sales reps, and increase lead volume from lead sources.
Real-time reporting on each salesperson, team, or branch by the distribution strategy, with marketing source, lead source, and campaign results.
Add your custom sales statuses to each report to refine results that are specific to your sales process.
Knowing which marketing sources are converting is critical to your sales and lead program.
With built-in goals, it is easy to spot top-performing lead sources and cut less valuable lead channels.
Marketing event notifications inform your salespeople when prospects respond to emails, texts, or calls. Your salespeople can then tailor follow-up messages and respond to prospective customers when they are engaging with automated marketing content delivered by LeadManager.
Configure stunning scoreboards that highlight sales achievement.
Add any scoreboard animation to a web browser, viewable on a TV on the sales floor.
Configure dashboards, share them across your organization, and view updated sales and marketing metrics in real time.
Lead reporting is the process of tracking and analyzing data related to potential customers as they progress through the sales funnel. The goal of lead reporting is to provide insights into the effectiveness of your lead management process. It allows you to identify pain points and make data-driven decisions to optimize the sales process.
Lead reporting involves tracking key metrics such as the number of leads generated, conversion rates, time to conversion, and lead value. This tracking is usually done in a lead management system such as ClickPoint Lead Manager.
Once the data is collected, it is analyzed to identify trends and patterns in the lead management process. Lead reporting can involve comparing current performance to historical data, tracking sales rep performance, and evaluating the effectiveness of marketing campaigns.
The insights gained from lead reporting can be used to improve the lead management process and optimize business performance.
If a lead report shows that a marketing campaign generates a high volume of non-converting leads, the business can focus on improving the lead quality from that campaign.
If a lead report shows that certain sales reps consistently outperform others in converting leads to customers, the business may focus on replicating their success across the entire sales team.
Lead reporting is a critical tool for businesses looking to improve their sales performance and optimize their lead management process. By collecting and analyzing data on lead management KPIs, businesses gain valuable insights into the sales process. This allows data-driven decisions to drive growth and profitability.
Real-time interactive sales scoreboards highlight team achievement and keep your team on track.
Create your own sales dashboard that updates in real-time, then share it with anyone on your sales team.
Quickly spot underperforming marketing sources, highlight contact rate, contact to close, and more.
View the performance of your lead routing campaigns with real-time, actionable information to help guide decisions that will get the most out of your leads.
View sales performance by individual, teams, or branch locations, with filters for specific lead sources, distributions, and statuses.
View email open rates, text SMS response rates, and inbound call response from numbers purchases or ported to RingResponse.
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