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Lead Management.

 

In this day and age with remote sales offices, turnover of sales staff, and sales cycles fluctuating between leads it is important to have a tool that can monitor the progress of your sales team. The Work & Progress LMS provides you with an automated - lead analysis, assignment, distribution and contact management system.


Our latest version allows you to:

  • Know your exact costs involved in landing each sale
  • Keep all leads as Company leads
  • Keep your sales team on the same page
  • Store all company leads in a central location
  • Monitor Sales all of the sales people’s progress from one location
  • Develop any customized reports including number of new leads/day
Make well informed Sales decisions
The Work & Progress LMS provides real time information on the actual time and/or cost required to land a sales lead. This assists management in determining what types of clients to go after and in assessing the real bottom line for each project. By storing all sales lead information in a central database, you no longer have to worry about a salesperson leaving. All of his or her leads which are stored in the system can easily be reassigned to another employee - allowing anyone to pick up right where the previous employee left off.

Increase distributed sales force productivity
Web based access the the LMS allows salespeople to be distributed over a wide range of geographic regions. Central storage helps minimize the amount of replication between the head office, sattelite office, home office, and mobile user. Since all sales people have access to the same client directory, they will never waste time going after the same leads.

Manage your Sales Force Efficiently
Reports for all sales people in an organization regardless of their location can be accessed anywhere, anytime. Keep everyones priorities up to date with follow-ups and to do lists that are emailed daily to each staff member. Any tasks that have not been completed automatically get added to the next day’s list. Stay on top of your proposals using the document store, which allows your sales team to attach a proposal to each lead.Reports on the dollar amount for each proposals are also provided and can be organized based on several criteria.

Take control of your business today!
Work & Progress puts you ahead of your competition by providing you with accurate real-time information, allowing you to increase your profits by making well informed proactive decisions.

Share information
If your company uses QuickBooks, then you can add one more reason to the list of why you should look at implementing Work & Progress today. Work & Progress is proud to announce the release of their QuickBooks integration module. This module ties Work & Progress and QuickBooks together, allowing the two applications to share information with each other. Now you will never have to enter your data twice!



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