LEADTRACK Reports
As a powerful CRM solution, LEADTRACK comes with thirty menu-driven, ready-to-run Statistical Summary and Sales Tracking Detail Reports. In addition, this state-of-the-art lead management solution provides numerous charting capabilities including bar, pie and line charts.
A few of the available reports are described below. Click on the report title to view a LEADTRACK Sample Report.
Lists company inquiries regardless of qualification status sorted by sales territory and selected by data entry date.
Displays the number of inquiries generated by each of your advertisements, product or literature releases, trade shows, direct mailings or other sources. Indicates the insertion or show date, reader service number or space ad size, media cost, what product was featured, number of inquiries processed each month and total-to-date. The cost-per-inquiry (CPI) and cost-per-viable (CPV) lead is also calculated.
This pipeline report provides cumulative and current lead count totals by territory with sub-totals by region or district for the number of unqualified, viable, non-viable and overdue leads. The report displays quoted revenue and closed revenue by territory to help you with budgeting and sales forecasting. The current period uses the record entry date to capture the unqualified totals. The qualification and sales contact dates are used to calculate the qualified totals.
Allows calculation of the Return On Investment (ROI) for all your marketing tactics. For each source the report:
- Details the campaign cost and number of inquiries
- Calculates the cost per inquiry (CPI) and Cost per Viable Inquiry
- Details the number of sales, cost per sale, total revenue and return on investment
- Displays the number of sales and amount of revenue per month.
As leads are entered; they are automatically assigned to a salesperson then sent to the field for follow-up. There are several ways this can be done:
- Lead forms can be printed then mailed or faxed
- Text data files and lead forms can be sent as e-mail attachments
- For remote 24/7 real-time access, you can utilize the optional LEADTRACK™ Web system.
Regardless of method, the software automatically batches and sorts the leads by territory or into separate files in one automated sort through the customer master file. Displays the sales leads that have been followed-up by your sales representatives, dealers or distributors as being viable or active. Their comments, next contact date and the entire history of prior contacts are shown.
Lists those leads that are aging or no field follow-up activity has been posted for a user-defined period. The report tracks from the date the lead was first entered into the system.
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