We have built our own web enabled contact management system at CheckLeads.com. Our Phone Reps input data into this system, and as leads are generated and appointments are set, that information is immediately made available to you on the web via secure password-protected login.
This client area of our system is easily accessible from any browser, anywhere, anytime. CheckLeads offers you all the functionality you need to manage the sales pipeline, forecast sales, access information immediately and download and import that information into your system. Here's an overview of how it works:
“You have a new lead”
That’s what you and/or your Sales Reps will see within minutes of the time we have ended the call with your prospect. Immediately upon setting an appointment or generating a lead, the updated information flows from the Phone Rep to Quality Control and from there is made available on CheckLeads.com. Simultaneously, an email alert goes to your Sales Rep. This process, from our Rep hanging up the phone, to posting on CheckLeads.com and alerting your Sales Rep via email, takes only minutes.
Your Sales Reps will use CheckLeads.com to access this data, follow-through with business development, manage their pipeline, and communicate schedules to our Representatives, while your Sales Managers and Administrators will use CheckLeads.com to oversee and manage performance, regional pipelines, and compliance.
Benefits of CheckLeads.com
Manage The Pipeline and Forecast Sales:
CheckLeads has compliance management functionality built into it that can be customized to your specific needs. The system is built to provide closed loop management of the process so your Sales Reps and Management Team can monitor the progress of the lead at all stages. In addition, the CheckLeads system gives you the ability to make revenue projections and forecast your return on investment.
Once signed in to your CheckLeads.com database, you can select and view contact information for any listed lead or appointment. You can also print a report of all information including notes of the conversation. You can download ALL your data into Excel for importing into your CRM system. You can sort your leads by specific fields to facilitate precise market penetration. Once you have your list of sorted leads, they can be exported to an Excel document by simply clicking on the "Export to Excel" link.
Easy Scheduling of Appointments:
CheckLeads has as interactive calendaring system that makes it easy for your Sales Reps and our Phone Reps to communicate scheduling information. When a DeRosa Communications Phone Rep has closed an appointment, and your Sales Rep is selected, the Sales Rep's calendar is accessed and the Rep’s availability is displayed and scheduled.
Minutes later, as the lead is processed through Quality Control and released to CheckLeads, your Sales Reps’ calendar will show the appointment. The email alert your Sales Rep receives will take him/her to the lead (via secure login) and a link to the CheckLeads Calendar.
Visit www.checkleads.com and view the demo for more details about CheckLeads calendaring, sales forecasting and compliance management functionality.
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