Lead Management
Lead management is a systematic process wherein incoming leads are meticulously qualified, analyzed, and nurtured, paving the way for seamless conversion into valuable business opportunities.
Features
Lead Management System provides the following features
Lead Management & Tracking Software
Centralize all your lead records in one unified database, enabling seamless access, comprehensive tracking, and efficient management of potential opportunities throughout the sales cycle.
Contact & Lead Management
Add company and contact records, automatically log sales activities, and effortlessly maintain up-to-date records. Review every interaction with contacts and utilize this data to develop campaigns that drive more deals to closure.
Pipeline Management
Add deals to your CRM with a single click, assign tasks to drive deals forward, and monitor progress in your dashboards.
Contact & Company Insights
Equip your sales team with actionable insights by automatically retrieving company details from our extensive database of over 20 million businesses.
All-in-One Lead Management Tool
PROSPECT & LEAD ENGAGEMENT
Increase the number of prospects who become customers by employing tailored and automated targeted emails, SMS, calls, and follow-ups.
SALES PIPELINE & ACTIVITY TRACKING
To empower your team to focus on sales and surpass quotas, efficiently track contacts, deals, sales activity, and conversations in real-time.
SALES AUTOMATION & SEQUENCES
Eliminate monotonous tasks.
Create automatic cadences and reusable sales playbooks to empower your representatives into cash-generating machines.
Make the most of your field force efforts
Whether it's sales, collections, orders, or services, Happisales enables your field executives to log data effortlessly. Our software is meticulously designed for ease of use, simplifying tasks for your field force and facilitating swift communication.
- Track the real-time journey of all your field executives.
- Receive push notifications based on activities and tasks performed in the field.
- Utilize the tool even without internet access.
- Gain valuable customer insights.
Create a pleasant, and uplifting work culture
Happisales acknowledges the contributions of field executives by recognizing their personal achievements and notifying their respective team leads. Our software enhances visibility for the field force, enabling them to learn and perform better.
- Recognize and celebrate individual achievements.
- Set incentives to motivate performance.
- Provide insights on individual standings within the team based on targets.
- Offer personalized reports and feedback for continuous improvement.
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