Lead Management

Every sales lead, if tracked and nurtured, can turn into a sale. In order to make this a reality your business must have the right processes and tools in place. This is where the Bloomtools Lead Management tool is used.



Manage your leads

Maintain all the information relating to a lead in the one spot where everyone has access to view information about it such as the stage it is up to, the notes and tasks being performed for the lead or even just the lead’s contact details.

  • Lead Allocation - Allocate leads to team members automatically or manually
  • Tasks - Create tasks against each lead and assign to members of your team
  • Notes - Store notes against leads
  • Calendar - Create appointments that are stored with the lead and synced with your Google Apps Account
  • Lead Stages - Customise the lead process to work for your business

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Turn visitors into leads seamlessly

With Bloomtools, there is one contact for everything. This means that, when a website visitor fills in a form in on your website, the person's details are automatically added to your contact database and a lead is created. This works without any technical knowhow and without any additional costs.

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Reporting

Understanding where you can improve your sales process is the cornerstone to growing your business and the reporting makes this easy. It allows you to view information like:

  • Why you won or lost a sale
  • How your current sales pipeline looks
  • Which marketing is driving the most value for your spend

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