xLMT - Process interface for lead management control and sales funnel
Beschreibung
xLMT is a tool specifically designed for the management and control of leads. It expands the base module xRelation and provides a comprehensive solution for the effective management of the lead management process and the sales funnel. Leads can be captured manually or automatically imported into the system through various interfaces. These sources include social media, websites, events, or other external platforms. By combining manual entry with the ability to integrate leads directly through interfaces, xLMT ensures that no lead source goes unnoticed and that the entire lead pool can be effectively managed.
xLMT enables a structured management of the captured leads. A key feature is the ability to assign leads to specific employees, ensuring clear responsibilities and allowing each lead to be handled individually.
Additionally, specific activities can be set for each lead, such as follow-up calls, emails, or meetings. These activities are recorded in the system, so all employees know exactly what the next steps are. The tool also provides an overview of the current status of each lead in the sales funnel, ensuring that all relevant information is available at any time and no opportunity is missed.
Prozess Solution
xLMT addresses the challenge of efficiently managing and controlling leads in the sales process and helps to make the entire sales funnel transparent, so that every lead and interaction can be tracked precisely.
Functions
- Lead import via interfaces from various sources
- Manual lead entry
- Lead assignment
- Set and track activities
- Management of the sales funnel
- Monitoring and reporting
- Clear lead database
- Notifications and reminders
