Customizable Lead Workflows Using Kanban View
Say you are running a travel agency, where lead workflows typically move through stages like 'not started,' 'started,' 'in progress,' 'under review,' and 'completed.' But what if a potential lead cancels their travel plans with your agency? In such cases, having an additional 'canceled lead' option in the standard Workflow becomes crucial. This is where a Sales and Lead Management tool with customizable workflows like Workpex proves invaluable.
Unlike standard solutions, Workpex allows you to adjust workflows to fit specific project needs, offering a Kanban View Section that makes everything clear and easy to manage. Updating lead statuses is simple with its drag-and-drop feature, ensuring smooth collaboration among team members. Also, you can set individual expiration periods for leads. This user-friendly customization keeps your business running smoothly, without the constraints of rigid workflows.
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Customize workflow options to fit team preferences.
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Simplify task management and avoid redundant communication.
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Easily allocate tasks to your team members based on workflow status.
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Set expiration periods for individual leads or manage leads collectively with a set expiration period.
Multiple Sales Pipeline Under One Business
Imagine you run an automotive firm where sales involve both automobiles and their accessories. The sales pipeline required for selling automobiles would be fundamentally different from that needed for selling accessories alone. Similarly, your firm might handle distinct sales processes for inbound and outbound sales or manage direct deals versus partnership deals. Thus, it becomes essential to have the flexibility to create multiple pipelines - a problem you will face with rigid Lead Management solutions.
A visualization of your sales process - that's a good sales pipeline and it can track prospects through the buying cycle, monitor open deals, and gauge deal progress. It should be flexible to each specific sales division or process. Workpex recognizes this need and offers features to accommodate multiple sales pipelines within one organization.
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Create multiple pipelines with unique stages and probabilities.
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Tracking and managing the performance of multiple sales teams is made easy.
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Move deals between pipelines based on changing needs or deal progress.
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Quickly customize your sales pipeline by adding, editing, or removing stages as needed.
Lead Statuses and Follow-Up Features
Effective lead management hinges on accurate lead status updates and timely follow-ups. Thus, tracking a lead's progress throughout the sales process is given due importance in Workpex, the best lead-tracking software. Workpex ensures that lead statuses are prominently displayed and allows for instant updates with a simple click or just dragging and dropping. This clear visibility empowers your team to stay informed and take prompt action on leads.
Additionally, Workpex allows customization of lead statuses as needed, ensuring flexibility in adapting to your business requirements. By automating lead status updates, Workpex intuitively guides users to the next steps in the follow-up process, completely eliminating the need for manual tracking.
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Update lead statuses easily to track every lead's progress seamlessly.
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Create and customize unlimited lead statuses according to your preferences.
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Track all lead changes using the timeline feature to stay informed.
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Plan prompt follow-ups based on clearly visible lead statuses indicating immediate action needs.
Manual and Automatic Lead Assigning Rules
Exploiting the power of technology can significantly amplify your sales team's success. Workpex has integrated this insight into its features, notably through Automatic Lead Assignment. This feature automates the allocation of leads generated from website forms, Facebook ads, Instagram ads or WhatsApp to sales personnel, eliminating the need for manual intervention by admins. The Manual Assignment option also remains available to choose from when necessary.
With Automatic Lead Assignment, the system employs a round-robin approach to evenly distribute leads among team members based on availability. This feature's advantages extend further; it considers factors such as leave status, shift timings, geographical proximity, and specific product or service expertise when assigning leads. Workpex efficiently utilizes these diverse possibilities, making it the globally preferred choice for Lead Management and Tracking Software.
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Assign leads automatically, regardless of whether they are created manually or imported.
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Match leads with suitable salesperson and teams to optimize customer experience.
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Customize lead assignments based on geography, language, industry, company size, or other relevant criteria.
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Enhance lead quality through prompt follow-ups, Faster Response time and personalized attention.
Lead Segmentation and categorization
Workpex excels in helping you manage leads effectively through its Lead Segmentation and Categorization feature. This functionality enables users to categorize leads by common attributes like demographics, behaviors, or industry details, facilitating efficient organization. By categorizing leads according to factors like industry, company size, job role, and specific needs, Workpex enables you to tailor your marketing strategies, messaging, and offerings precisely to match the interests of each segment.
This segmentation and categorization capability not only helps in delivering personalized content that resonates with potential customers but also enhances trust and connection building. By focusing your sales and marketing efforts on the most promising leads, this Sales and lead management tool ensures optimized resource allocation and boosts conversion rates effectively.
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Categorize leads based on demographics, behaviors, and industry specifics for targeted marketing.
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Tailor messages to resonate with each segment's specific needs and preferences.
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Build stronger relationships by delivering relevant and personalized content that enhances customer engagement.
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Focus sales and marketing efforts on the most promising leads to improve conversion rates.
Convert Lead to Customer in a Single Click
Converting one lead status to another is easy and efficient with Workpex, the best Lead Management and Tracking Software. Unlike rigid systems, Workpex offers a flexible approach where converting a hot lead into a loyal customer is just a single click away. This feature exemplifies the software's commitment to providing a free flow in user experience, allowing transitions between stages without the constraints seen in other platforms.
Whether moving from initial contact to an intermediate stage or straight to a final conversion, Workpex empowers businesses with unparalleled flexibility and efficiency. This is how easily Workpex lets you manage leads, either through its desktop version or through its app version.
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Transition leads to your preferred stages with flexibility.
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Embrace feature-rich customization without any constraints.
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User-friendly interface with meticulous attention to often overlooked details.
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Enhanced lead management facilitated by subtle features that foster software fluidity.
