CRM de gestión de canalizaciones

Vista de tablero

La vista de tablero es la forma interactiva de gestionar su pipeline y realizar un seguimiento de los leads en su CRM. Arrastre y suelte clientes potenciales a la siguiente fase de ventas y márquelos como ganados, perdidos o cancelados. Supervise el estado general de sus oportunidades y vea rápidamente qué debe hacerse a continuación.

Vista de lista

List view is the most traditional approach for optimal lead and pipeline tracking and management. In our sales pipeline CRM, view your pipeline leads in rows and sort by columns based on the age of the lead, stage, confidence, value, and more.

Ver mapa

Ideal for outside sales reps, Map view shows exactly where your companies and people are located, helping you plan for on-site meetings and scheduling activities. Want to find your best leads on the go? Our free iPhone app lets you quickly view any lead list or filtered lead segment in a zoomable, smooth-scrolling map.

Vista del gráfico

Chart view quickly details your lead trends by timeframe, quantity, and value in an easy-to-read graph, making it a great method for tracking your pipeline and leads.

¡Pistas calientes!

Are your leads hot or not? Hot leads let you prioritize the prospects that are most meaningful to you, so you know exactly where to focus your attention. Whether a lead is brand new or already in your pipeline, you can “heat it up” in one click, and it’ll immediately be front-and-center on your lead views, dashboard, and to-do lists. Learn more about hot leads here!

Tarjetas de tablero de plomo personalizables

Need to tailor the information stored on your lead board cards? Now you can choose which fields are displayed and reorder them to support your team’s process. Switch up the customization for each of your company’s pipelines so lead board cards show the most important data for your team’s needs. Learn more here!

La mayor ventaja es el seguimiento de los clientes potenciales y su procedencia. Ha sido muy beneficioso etiquetar cada contacto y verlo en la vista de mapa para evaluar nuestros esfuerzos de marketing.

April M. Representante territorial de ventas Lira Clinical