Qualified leads are more likely to become opportunities. Give your lead a status according to their stage in the sales process. Choose one of five default statuses: new, open, potential, customer, and unqualified. Change lead’s status when they move to a different pipeline stage. Filter leads according to their status and organize your work accordingly.
The lead is automatically assigned to the sales rep who added the lead to the system. However, a manager can pass the prospect to a different employee. This is particularly useful when a member of the team leaves for a vacation or is out of the office. Managers can assign to certain clients or even projects to team members to organize the workflow. As the system stores all customer communication history inside the client card, it is easy to catch up and proceed with the client without losing any information or important details.
So, when the lead is reassigned to another sales agent with Voiptime Cloud inside sales representative software, the new person can access all client details, documents, email communication and phone conversation recordings. Voiptime best inside sales software ensures no client is lost with the change of an account manager.
After you connect your email to the inside sales call center software, all e-communication with the lead is uploaded to the client card. To see sent and received emails, simply click the email tab. The client card also contains contact information, documents, notes and callback records. By clicking the call history tab of the inside sales call tracking software, you can see all calls made to the client and even listen to or download them.
Improve customer service and satisfaction by not missing any details and keeping all your information in one place. Listen to phone conversation recordings to check quality and improve phone selling skills of your agents. Make constant progress with Voiptime inside sales management software.