Reporting and Analysis Features and Functions
|
- Provide pipeline status report
- Permissions restricted reporting
- Ability to analyze lead generation source effectiveness
- Ability to analyze acceptance, rejection, and close effectiveness by sales individual or hierarchy
- Ability to analyze attributes of good and bad leads
- Ability to provide exception reports on inactive leads or overdue tasks
- Ability to define and track various levels of response (i.e., e-mail opens, e-mail click-throughs, and purchases associated with the e-mail or inquiry then purchase, etc.)
|
|
Sales Lead Management Features and Functions
|