[boc_heading html_element=”h1″ color=”#333333″ css_classes=”no_text_transform” font_size=”48px”]Sales Pipeline & Lead Management[/boc_heading][boc_divider divider_width=”80%” divider_color=”#f7f7f7″ margin_top=”10px” margin_bottom=”30px”][boc_list_item icon=”icon icon-check2″]

Easily track sales pipeline and opportunities to ensure a steady stream of new business

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New drag and drop email editor for simple email creation

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Full reporting & automation for powerful marketing campaigns


CRM Sales Pipeline and Lead Management
[boc_text_box title=””]Every business needs to track and manage opportunities from intitial contact through to completion.  It is this sales pipeline that powers many successful businesses.

InTouch provides a simple drag and drop sales pipeline management tool, a central interface where you and your team can manage sales opportunties through to a successful conclusion.

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Drag and Drop Sales Pipeline

The brand new drag and drop pipeline module has been built from the ground up to make it as simple as possible to manage opportunities through your sales funnel, from intial contact through to a win or loss.

Simply add a new lead into the sales tracking tool, add it to a contact or organisation, set lead values and expected close date, the use tasks to ensure successful follow-up occurs. All this is now a seamless process  using our sales tracking software.[/boc_text_box][boc_spacing]

Drag and Drop Sales Pipeline
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Powerful Sales Pipeline and Lead Management

Create your own funnel steps, track and manage leads from first contact through to successful conclusion.

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[boc_text_box title=”Create Your Sales Process” css_animation=”top-to-bottom”]Following a sales process is critical to sales success.  Being able to track prospects through that process using a funnel ensures that each prospect gets the attention and follow up that they deserve and need.  So the first step within your InTouch sales management solution is to choose your 5 main pipeline steps.[/boc_text_box]
Editable sales pipeline tool
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Use sales pipeline software to create a lead
[boc_text_box title=”Create a Lead” css_animation=”top-to-bottom”]Simply click on the add lead button and enter your lead details.  Associate a lead with an organisation or prospect, record details about the lead, including description, value, target close date and probablility.[/boc_text_box]
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[boc_text_box title=”Add Tasks to Your Leads” css_animation=”top-to-bottom”]Add tasks within your pipeline view to your leads.  Set taks for creating proposals, calling prospects, meetings and more.  This way you will always know what activity is happening and needs to happen for every opportunity.  Now no lead will go neglected.[/boc_text_box]
Pipeline tool allows you to add a task to a lead
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Drag and Drop Leads with a Pipeline management tool
[boc_text_box title=”Drag and Drop Leads” css_animation=”top-to-bottom”]It’s easy to move opportunities through your sales reporting tool. Just drag and drop leads from one stage to another.  Then watch as the stage totals update to show the value of leads in that stage, both by total and probability.[/boc_text_box]
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Lead and Sales Automation

Not only can you manually add leads to your pipeline, you can also use automation to add leads directly to your sales funnel tool.

For example:

[/boc_text_box][boc_list_item css_animation=”top-to-bottom” icon=”icon icon-check2″]A customer completes a contact form on your website[/boc_list_item][boc_list_item css_animation=”top-to-bottom” icon=”icon icon-check2″]The customer details are entered into your contacts database[/boc_list_item][boc_list_item css_animation=”top-to-bottom” icon=”icon icon-check2″]The customer is put into an automated sequence[/boc_list_item][boc_list_item css_animation=”top-to-bottom” icon=”icon icon-check2″]The automated sequence includes targeted follow up emails[/boc_list_item][boc_list_item css_animation=”top-to-bottom” icon=”icon icon-check2″]The automated sequence creates a lead in the system using the data entered in the form[/boc_list_item][boc_list_item css_animation=”top-to-bottom” icon=”icon icon-check2″]The automated sequence enters tasks, for members of your team to ensure leads are followed up[/boc_list_item][boc_text_box title=”” css_animation=”top-to-bottom”]Thesse simple automations are quick and easy to set up and can save your team loads of time and ensure a consistent sales process for all prospects.[/boc_text_box][boc_divider divider_color=”#eeeeee”]

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Leads Table View

If you prefer, you can still view leads through the old table view. The sales pipeline table view module comes with powerful search and segmentation:[/boc_text_box][boc_list_item css_animation=”top-to-bottom” icon=”icon icon-check2″]Search by any phrase[/boc_list_item][boc_list_item css_animation=”top-to-bottom” icon=”icon icon-check2″]Filter by status[/boc_list_item][boc_list_item css_animation=”top-to-bottom” icon=”icon icon-check2″]Filter by person[/boc_list_item][boc_list_item css_animation=”top-to-bottom” icon=”icon icon-check2″]Add products[/boc_list_item][boc_list_item css_animation=”top-to-bottom” icon=”icon icon-check2″]View the sales overview page with powerful in column filtering[/boc_list_item][boc_text_box title=”” css_animation=”top-to-bottom”]Use InTouch to get your team building a strong pipeline of new business opportunities.

Build a successful sales process, then use InTouch sales opportunity management feature to ensure that process gets implemented and all follow up happens when it should.[/boc_text_box]

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Get all these features plus much more, come and see for yourself.


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