Track leads from acquisition through closed sale
Being able to convert leads into opportunities and eventually into closed sales deals requires unified data so your sales team can deliver personalized and meaningful interactions. Explore Rand Group’s solution for lead tracking that integrates with your CRM to help take the complexity out of tracking leads throughout the sales cycle.
Deliver unique customer journeys to drive sales
Managing leads often includes several customer interactions over weeks or months such as meetings, phone calls, emails, or other tasks. Keeping track of these touchpoints and providing a personalized, timely customer experience can be part of what converts a lead into a win. With a robust lead tracking solution from Rand Group, you can unify sales processes, manage upsell, quote management, order management, fulfillment, and commissions with real-time access to data. Our solution offers lead tracking features to empower your sales team to nurture opportunities from first contact through the entire buyer lifecycle.
Rand Group is your dedicated technology partner to configure a lead tracking solution that will give your sales team the tools they need to convert leads into opportunities and quotes into sales orders. Our software engineers will implement the solution and integrate it with your existing CRM solution – such as Dynamics 365 or NetSuite CRM – plus train your users for long-term success.
Organize all interactions with leads in a single location
Use automatic lead timelines to equip your sales team with access to prospect, customer, opportunity, and order records to easily provide a personalized touch at every stage of the buyer’s journey.
Build a custom and predictive lead scoring model
Prioritize lead follow up based on the likelihood to convert using scoring factors such as available contact information, budget, currency, estimated close date, and responsiveness. Track which leads are trending up or down in terms of potential to close.
Track leads in a comprehensive dashboard
Give your sellers a dedicated and customizable workspace to efficiently manage their leads and opportunities with a view of their current pipeline, estimated revenue, KPIs, top accounts, a list of follow up activities, overall team performance, and more.
Features in Rand Group’s lead tracking solution
Convert leads into wins with a solution that empowers sellers to prioritize and engage the most valuable prospects. Our team will deliver a digital selling solution that unlocks insight into lead, opportunity, and customer activity to better inform processes.
With a lead tracking solution from Rand Group, you can:
- Automatically assign leads to salespeople based on configurable criteria
- Quickly edit a lead record and update key information
- Standardize best practices and processes for winning deals
- Manage and track all interactions with a lead online
- Convert quotes into approved sales orders
- Move leads through a sales process workflow
Discover other business solutions offered by Rand Group
Rand Group offers numerous digital selling solutions that we tailor to each client to transform your operations. Our team of software engineers will ensure your solution integrates with the rest of your technology stack and can accommodate unique processes and facilitate the flow of data. Explore other solutions below to compliment lead tracking.
Demand Generation
Power your sales force with a cloud-based demand generation solution that improves the lead acquisition process, drives more inbound leads, delivers engaging content, and optimizes the digital marketing funnel to fill your pipeline with qualified potential buyers.
Sales Reporting & Forecasting
Make sales more predictable with a real-time reporting and forecasting solution. Utilize probability forecasting with adjustable weighted measurement of pending opportunities, quotes and orders and track performance based on each sales person and their targets.
Dynamics 365 Sales
Dynamics 365 Sales uses contextual AI to enable smarter selling and improve conversion rates. Teams can optimize their productivity and sales performance through relationship analytics and pre-built workflows to reduce redundancies.
NetSuite CRM
NetSuite CRM is an all-in-one customer relationship management system that automates and streamlines businesses process through the integration of sales force automation, contact management, marketing automation, and customer service.
Related Insights
Why your business needs a cloud CRM solution
Both Dynamics CRM and Dynamics 365 Sales offer core sales, marketing, and service features such as lead, opportunity, quote, and case management. However, Dynamics 365 Sales includes many features and capabilities that on-premise Dynamics CRM does not. This blog will highlight the differences between the two software solutions that can help you decide if moving to Dynamics 365 Sales is right for you.
Sales strategy vs. sales tactics
For our purposes, ‘strategy’ means that there’s a plan. ‘Tactics’ means that you’re thinking on your feet. A sales cycle that includes both is much more likely to succeed than a cycle that relies on only one of them. Tactics make sales fun. Strategy makes sales more predictable. If you have a plan/strategy, chances are better that you won’t have to answer that question.
“No not these leads, I want those leads…”
As sales managers or sales executives, the most common request we hear from sales people is that they want more leads. What they’re really asking for is not just more leads, it’s, more, more qualified and DIFFERENT leads… the Glengarry leads. It almost never matters which leads we have, they aren’t the ones we want.
Let’s talk about how we can transform your business
