In-depth business opportunity tracking to accelerate the conversion process

Through LeadBox's business opportunity tracking system, multiple communication tools are fully integrated to achieve accurate data tracking and improve sales efficiency.

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In-depth business opportunity tracking to accelerate the conversion process

Why build and optimize a business opportunity tracking system?

Extensive data capture and integration

The Leadbox system seamlessly integrates multiple communication tools, comprehensively captures and automatically integrates potential customer data, allowing companies to not miss any business opportunities and improve data management efficiency.

Highly flexible and customized sales process

The system provides customized sales process management without development assistance, allowing companies to flexibly customize sales stages and event tags according to needs, automatically handle changes in each sales stage, and improve management efficiency.

Efficient business opportunity delivery and immediate follow-up

Simplify the lead dispatch process to ensure that potential business opportunities are quickly assigned to the most suitable sales members. Instant notifications, detailed notes and progress records make the sales process transparent, allowing managers to intervene immediately to increase the closing rate.

Accurate pre-sales tracking and advertising performance analysis

The powerful pre-sales tracking function records the effects from different advertising platforms in detail through consumer TTO tags, scientifically analyzes and optimizes advertising strategies, accurately grasps every business opportunity and maximizes sales performance.

How Leadbox can help you customize a flexible sales process and improve your business opportunity conversion rate

Comprehensively capture potential customers and expand business opportunity channels

The leadbox system's potential customer capture function allows companies to effectively manage potential customer information through a variety of data receiving platforms.

The system can seamlessly integrate multiple communication tools such as Weber and third-party websites, Whatsapp, Messenger, and phone tracking tools to collect potential customer information through these multiple channels. More importantly, Leadbox can automatically integrate data, including key fields such as business name, contact person, phone number, email, source of visitors, user messages and budget, allowing the data to enter the potential customer list in real time, helping business owners complete Lead's tasks in a timely manner Send or follow up to ensure you don’t miss any business opportunities.

Capture all potential customers and expand business channels
Leadbox can provide highly flexible and customized business opportunity management, and can customize the company's sales process without development assistance.

Flexible customized sales process

Flexibility to customize the sales process

The default sales stages include every step from discovering potential customers to finally winning customers. Business owners can also customize event tags for each stage according to needs to conduct refined management of the sales process. The system will automatically trigger corresponding events when updating the potential customer stage, and these events will be sent back to the TTO Tag for data integration based on the potential customer's ID. This means that every stage change and sales behavior can be processed automatically, improving overall management efficiency and achieving comprehensive and efficient management of the sales process.

Efficient and convenient business opportunity delivery and follow-up

The Leadbox system brings together potential customers from all businesses and simplifies the process of lead dispatch.

Business owners can assign tasks to the sales team directly from the list of potential customers in the system, and each member will receive an immediate email notification of the lead. Each lead can be accurately dispatched to the most appropriate sales member to ensure that any potential business opportunity is continuously addressed. Sales staff can display and quickly note potential customer information according to their own needs, and record the stage changes and progress of each call or communication.Real-time understanding of customer contact status through phone calls, chat records, email records and progress change records. Managers can quickly identify potential problems through this feedback information and intervene immediately to help promote the sales process and accelerate transactions.

Efficient and Convenient Business Opportunity Delivery and Follow-Up
Leadbox is powerful in pre-sales tracking and can effectively handle consumer inquiries and summarize them.

In-depth pre-sales tracking to accurately grasp business opportunities

In-depth pre-sales tracking to accurately capture business opportunities

Whenever a transaction is completed, the salesperson only needs to fill in the transaction amount, and the system can obtain information such as the consumer's TTO tag, which advertising topic it comes from, and its personnel tag on the advertising platform. This not only helps companies calculate the effectiveness of different advertising themes and advertising platforms, but also allows them to more accurately understand the effectiveness and optimization direction of advertising.The in-depth pre-sales tracking function enables companies to better grasp every business opportunity and make precise marketing strategy adjustments for different advertising channels, thereby maximizing sales performance.

Common problem

Why build a business opportunity tracking system?
Why is a personalized tracking strategy crucial?
How to ensure the effectiveness of the opportunity tracking system?

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Comprehensive business opportunity tracking and precise sales management
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