Agent Lead Management

Agent Lead Management system offers web-based sales lead management software and contact management system software for maintaining and utilizing sales leads, customer data and tracking field activity.

This tool automates the procedure of upload, prioritization, assignment and disposal of Leads

Following are some of the salient features:

  • Upload of accounts (Prospective Customers) based on various categories.
  • Rule based engine for Indexing the record
  • Mapping of agents to different queues.
  • Auto allocation of records to agent (Round robin method) based on FIFO.
  • Option to manually allocate / prioritize records by the agent
  • Define workflow / escalation rules for different processes / clients.
  • Disposing of Accounts based on Call details.
  • Keeping track of all the changes to each account.
  • Verification of Accounts for final Disposal.
  • Generation & Downloading of Verified Leads by Admin
  • EOD reports, agent dashboards, performance tools
  • BI Reports, online agent tracking

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