The “prospect referral report” is a fabulous tool for tracking all the companies and business associates that refer business to you. In order for this report to work; you need to enter the name of the referral into the “referred by” field while adding the prospect.
The name of the referral is added in the proper field and when the report is generated, a list will display “all” the names of the referred companies and business associates. Also displayed is the number of prospects for each referral. (Because the names of the referrals are typed into the fields by staff manually, spelling may differ for the same referral) Each name spelled differently will be displayed even though they may be the same company or associate with a slightly different spelling. The number next to the referral is displayed in red which means one has the ability to click the number and generate another report which will display the prospects contact information and status.
This is a fantastic report as is all the reports in the CasetrackerLaw system. For a complete over-view of the many reports, give us a call or visit our website. www.casetrackerlaw.com / 800-270-1197
Showing posts with label automated sales tool. Show all posts
Showing posts with label automated sales tool. Show all posts
Monday, May 17, 2010
Tuesday, April 27, 2010
Leads Log
CasetrackerLaw is not just a web based collection management system that creates a streamlined workflow for a busy collection agency or law firm. There is also a sales department available that will manage your sales force and keep track of all the leads and prospects that are being worked on.
Leads can be uploaded into the sales tool via an excel spreadsheet with all the contact information attached. Once this is done, the leads are assigned to a “sales executive” which means that lead will be associated with that sales person until it becomes a prospect then hopefully a client. The “leads log” found in the “reports” section will show the administrator the leads that are being worked on by any sales person of his choosing.
For more information about this report or any of the reports discussed so far, visit our website at www.casetrackerlaw.com or call an speak to a representative. 800-270-1197
Leads can be uploaded into the sales tool via an excel spreadsheet with all the contact information attached. Once this is done, the leads are assigned to a “sales executive” which means that lead will be associated with that sales person until it becomes a prospect then hopefully a client. The “leads log” found in the “reports” section will show the administrator the leads that are being worked on by any sales person of his choosing.
For more information about this report or any of the reports discussed so far, visit our website at www.casetrackerlaw.com or call an speak to a representative. 800-270-1197
Thursday, March 4, 2010
Sales Tool - Sending Company Information
Do you have a sales team sitting on the phones day after day calling sales leads? Once contact is made with the right person, does the salesman send an informational brochure? How does your sales team send information about your company to prospective clients?
CasetrackerLaw’s automated sales tool has built in email and fax features. These two features will make the work day flow smoother for the sales team. While they are making their calls, they have the ability to email or fax sales information to the prospect right from the prospects information page. There is no need to gather the sales documents together, address a cover sheet or get up and walk to the fax machine or open up another window to send an email. A multitude of steps will be illuminated by using these features.
Visit our website or call us for a brief online demonstration of how the sales tool will save your sales team time and you money.
CasetrackerLaw’s automated sales tool has built in email and fax features. These two features will make the work day flow smoother for the sales team. While they are making their calls, they have the ability to email or fax sales information to the prospect right from the prospects information page. There is no need to gather the sales documents together, address a cover sheet or get up and walk to the fax machine or open up another window to send an email. A multitude of steps will be illuminated by using these features.
Visit our website or call us for a brief online demonstration of how the sales tool will save your sales team time and you money.
Friday, January 15, 2010
Sales - A Click of The Mouse
Sales people have the sole job of generating leads, working the lead until that lead turns into a prospect. A prospect then, hopefully, becomes a client.
The process that takes place to get to this point can be a long one and the tools you use should make this process seamless. Casetrackerlaw's sales tool is full of robust features that will make your job as a "prospector" a lot more functional. With a click of the mouse, you are able to send your lead information regarding your company, either by email or fax. All the documentation that you want to send to your lead is stored right there in the sales tool. There is no need to take the time to browse your computer looking for the document you want to send. You can upload as many documents of any size or format right into the system.
With Casetrackerlaw, you can work your way and save time and money. Visit our website to see more and give us a call to schedule an online demo.
"Our goal is to reduce the bottom line with every click of the mouse"
The process that takes place to get to this point can be a long one and the tools you use should make this process seamless. Casetrackerlaw's sales tool is full of robust features that will make your job as a "prospector" a lot more functional. With a click of the mouse, you are able to send your lead information regarding your company, either by email or fax. All the documentation that you want to send to your lead is stored right there in the sales tool. There is no need to take the time to browse your computer looking for the document you want to send. You can upload as many documents of any size or format right into the system.
With Casetrackerlaw, you can work your way and save time and money. Visit our website to see more and give us a call to schedule an online demo.
"Our goal is to reduce the bottom line with every click of the mouse"
Wednesday, January 13, 2010
Sales, Your Way
No two people work the same way. Casetrackerlaw gives you the versatility to do things "your way".
Casetrackerlaw's sales tool is a completely automated management system. Users are able to schedule followup calls to their sales leads with a "prospect followup" tab that will tell them who, when and why the call should be made. This tab is found at the top of the page as soon as you log in and there is a number next to it letting you know how many followup calls you need to make that day. At the bottom of this page there is an extensive notes section that gives you the space to make as many notes as you want. Some sales people love detailed notes while others jot down a few words and move on.
There is also a "prospect reminder" tab, also at the top of the page, that will allow you to give this prospect a priority using a color coded indicator, a date to call back and a smaller note section for details about why the call should be made. Opening this page will give you at a glance, due to the color coded reminders, which prospects are priority.
I will continue to discuss, in the following posts, more about our great sales tool and it's extensive features.
Our thoughts and prayers go out to the people of Haiti.
Casetrackerlaw's sales tool is a completely automated management system. Users are able to schedule followup calls to their sales leads with a "prospect followup" tab that will tell them who, when and why the call should be made. This tab is found at the top of the page as soon as you log in and there is a number next to it letting you know how many followup calls you need to make that day. At the bottom of this page there is an extensive notes section that gives you the space to make as many notes as you want. Some sales people love detailed notes while others jot down a few words and move on.
There is also a "prospect reminder" tab, also at the top of the page, that will allow you to give this prospect a priority using a color coded indicator, a date to call back and a smaller note section for details about why the call should be made. Opening this page will give you at a glance, due to the color coded reminders, which prospects are priority.
I will continue to discuss, in the following posts, more about our great sales tool and it's extensive features.
Our thoughts and prayers go out to the people of Haiti.
Tuesday, January 12, 2010
Casetrackerlaw's Sales Tool
As I was saying yesterday, Casetrackerlaw has it's own automated sales tool. This sales tool is so cool and easy to use that it's almost fun to go to work.
I've used this tool for aproximately 5 years now and love it. When I first started working after years of staying at home with my kids, I had never used a computer. This was the first computer software I had ever used in my life and it was so easy to learn. Everything is automated and everything you need to make sales calls and collect information is right at your fingertips. You are able to email or fax sales information directly to your prospect right from the page you're on. No going to the fax machine or opeing your email. Calling a prospect back when you tell them you will is surprising to them and they don't expect it. I've had job offers after calling a prospect back when I said I would because they are impressed with the my persistance. This tool is easy and fun to use, give me a call and I'll schedule a demo for you. Visit www.casetrackerlaw.com and see what else we have to offer.
I've used this tool for aproximately 5 years now and love it. When I first started working after years of staying at home with my kids, I had never used a computer. This was the first computer software I had ever used in my life and it was so easy to learn. Everything is automated and everything you need to make sales calls and collect information is right at your fingertips. You are able to email or fax sales information directly to your prospect right from the page you're on. No going to the fax machine or opeing your email. Calling a prospect back when you tell them you will is surprising to them and they don't expect it. I've had job offers after calling a prospect back when I said I would because they are impressed with the my persistance. This tool is easy and fun to use, give me a call and I'll schedule a demo for you. Visit www.casetrackerlaw.com and see what else we have to offer.
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