Sales strategy and
planning
Forecasting, channel strategy, resource allocation, talent management
Sales Automation
Your key to boost revenue, reduce cost, and better decision making
Profitable growth is easier than you think — no matter your company's size, industry, geography, product, or service. You can increase your sales representative’s productivity and grow revenue by putting all your sales activities on a single automation tool. Unify data from multiple sources for a 360° view of customers and manage the complete sales cycle.
Digitally transform your sales value chain
Sales strategy and
Lead identification and qualification
Pipeline management, action plans for new and existing customers
Configuration, pricing, and quotation
Quota setting, a configuration of technical solutions, negotiation, contracting
Order management
Credit checking, invoicing, order-related service handling
Post Sales activities
Regular follow-ups, handling of incoming requests (e.g., for spare parts, repairs)
Structural support
Reporting, analytics, training, provision of sales support materials, administrative tasks
Manage sales processes and workflows
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Nil leakage of leads
Capture leads from all your channels automatically, manage them intelligently, and transfer them to the right teams (and people). Ensure zero lead leakage and zero missed opportunities.
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Quick turnaround
Automate lead qualification, prioritization, and distribution to relevant people and teams based on advanced lead and agent attributes. Timely contact = higher conversions.
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Flexible workflows
No-code sales process builder. Sketch the best-possible sales workflows for your different products & teams. The sales processes are dynamic and completely flexible.
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Regimented sales
Remove all distractions from your sales teams' day & guide them to the next best step. Spot sales opportunities, and automatically notify the right agent to take action.
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Workday planning
Plan the workday of all your customer-facing teams (digital, call center, or field). So, they can concentrate on doing more thereby increasing their productivity.
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Connected teams
We connect multiple teams and processes to streamline your sales processes by organizing and prioritizing deals through Leadsquared CRM.
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Mobile CRM
With LeadSquared’s mobile CRM, your salespeople can do everything on the go – their tasks, document upload, lead transfer, and qualification.
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Reporting
Custom dashboards and 100s of default reports measure everything important to your campaign performance, agent productivity, or revenue metrics.
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Ready to integrate
We integrate LeadSquared CRM with all the other apps you use and love – native connectors, robust APIs, and a developer platform.
Configure your lead distribution smartly
Distribute leads by any number of lead or agent attributes – lead location, products, agent seniority, performance, and more. Consider the potential deal size, preferred language of communication, and other parameters to completely customize your distribution criteria.
Scheduling an ideal sales day for your team
Remove all the clutter from your salesperson’s work area. Promote productivity by showing them just the meaningful tasks listed in order of priority.
Accelerate your field sales and operations
Allow your field agents to be super-productive on the field – make calls, find prospects near them, transfer leads, and sell more. Track your entire field workforce by monitoring their geolocation, client meetings they attend, the distance they travel, their attendance and incentives, and everything else in between.
Manage every sale, every step of the way
Conversation Tracking
Keep a track of emails sent by your team, as well as the open & click rates.
Calling Reports
Keep a tab on the call volume, connect rate, and successful conversation numbers.
Pipeline Reports
Track the number of leads in each stage of the pipeline for your teams and representatives.
Field Meetings
A real-time metric on the meetings your field agents have every day.
Sales Closure Reports
Keep a tab on all the deals your representatives have closed against their commitment.
Activities Vs Revenue
Track the revenue contributed by each representative and shortfalls vs. the activities performed.