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FlexRM Lead Manager

Turning Leads into Opportunities

To make the most of your precious sales leads, the FlexRM Lead Manager gives you the power to aggressively manage and track them, from capture to qualification to close.

Capture Leads Automatically

Using the FlexRM Lead Manager, you can automatically capture leads from website forms and email campaigns, import leads from databases and spreadsheets, or enter them manually.

Track the Effectiveness of a Campaign

FlexRM lets you enter source codes so you can assess the effectiveness of direct mail, email, advertising, email, tradeshow, telemarketing, webinar and other marketing programs. Using this information, you can analyze cost-per-lead metrics for various programs and tune them to maximize the effectiveness of your lead-generation budget.

Active, Effective Lead Management

FlexRM lets you assign new leads manually or automatically to the right person or team for qualification. The Lead Manager shows sales reps their leads in a simple, sortable table next to a performance panel that details the progress of their qualification efforts. As team members pursue leads and recommend follow-up actions, sales managers can review all qualification activities and monitor the progress of each lead.

Enforce a Standard Qualification Process

The tools in the FlexRM Lead Manager let you define and track the process of converting leads into bona fide opportunities. As a result, your team takes full advantage of each new opportunity by never losing leads or wasting time on marginal prospects.

FlexRM Lead Manager Highlights

Lead Generation
FlexRM Overview Technology Lead Manager Opportunity Manager Account Manager Collaboration Manager Report and Analytics Manager