Prospect To Client

Sale’s is a major part of many businesses. If you operate the kind of business that survives on selling, then you would need a sales tool that manages every aspect of the sales operations. From cold calling and collecting information on a prospect, which is a time consuming process, to making the sale and making that prospect a client. How do you convert a prospect to a client without having to transfer all the information gathered manually into another database, another time consuming process?

With CasetrackerLaw’s sales and management department or module, there is no need for double work. With a click of the mouse, the prospect is automatically added into the administration side of the system as a client and the pertinent information on the potential client is transferred as well. The only thing left to do is to give them access with a username and password so they can submit their claims electronically. The claim will be received and work will begin immediately. The client has the option to receive electronic updates via the Casetrackerlaw system when changes occur.

The CasetrackerLaw sales and management tool can be purchased as an independent module. Call us for details or visit our website for more information.

PS: March Is Free Profile Month – Contact us if: you need a background check done, need to find someone, locate assets or a social security number, bank liens or judgments etc…