Lead management is a systematic process in which incoming leads are qualified, analyzed, and nurtured so that they can be converted into new business opportunities.
Lead Management System provides the following features
Contact & Lead Management
Add company and contact records, log sales activities automatically, and easily keep records up to date. See every interaction you've had with contacts, and use this data to build campaigns that close more deals.
Add deals to your CRM with a single click, assign tasks to push deals forward, and track progress in your dashboards.
All-in-One Lead Management Tool
PROSPECT & LEAD ENGAGEMENT
Increase the number of prospects who become customers by using tailored and automated targeted emails, SMS, calls, and follow-ups.
SALES PIPELINE & ACTIVITY TRACKING
To free up your team to concentrate on selling and exceeding quotas, track contacts, deals, sales activity, and conversations as they occur.
SALES AUTOMATION & SEQUENCES
Get rid of the monotonous work.
Create automatic cadences and reusable sales playbooks to transform your rep into a cash-generating machine.
Create a pleasant, and uplifting work culture
Happisales appreciates the work done by the field executives by acknowledging their personal achievements and notifying their respective team lead. Our software improves visibility for the field force which in turn helps them learn and perform better.
- Recognize, and celebrate individual achievements
- Set incentives
- Let individuals know where they stand in the team based on targets
- Offer personalized reports, and feedback
Make the most of your field force efforts
Be it sales, collection, order, or service, Happisales lets your field executives log data effortlessly. Our software is designed to guarantee ease of use: it not only simplifies tasks for your field force but also paves way for swift communication.
- Track the journey of all your field executives in real-time
- Avail push notifications based on activities and tasks performed in the field
- Use the tool without internet access
- Gain better customer insights
Start Your Project with Us
Whatever your goal or project size we will handel it utilize standards compliant. We hope you will be 100% satisfied.
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