Integrations

Lead management is the strategy that sales teams use to understand which stages of the pipeline their deals are in. This tracking helps sales teams know whether a lead or prospect is on a path to closing. Many companies choose to use software that streamlines this process and uses automation to encourage leads through the sales process with workflows and targeted marketing.

LeadCenter.AI lead management software does exactly that. Instead of using manual tracking, let your sales team leverage the power of a fully automated tracking system. Instead of manually triggering flows or reaching out manually, they’ll be able to use LeadCenter.AI lead management smart functionality to trigger interaction at exactly the right time.

• Engage with your leads automatically right from within your CRM contact record
• Automatically update the lead record as soon as a call or email takes place
• Record all of your customer calls from right within your browser and log them directly to the contact record
• Make use of templates and automation to make customer follow-up easy
• Built-in team-wide analytics to understand performance at a macro and micro level

Depending on whether you’re already using a lead management system, implementation time may be shorter or longer. If you need to undergo data migration or have a complex or large amount of data to move over, your implementation time may increase. On the other hand, most teams with a short sales cycle also have a very rapid implementation period for lead management software.

For companies that have never done any lead management, the implementation time is instant—the only thing you need to set up before getting started is access for your team and information about their specific roles.