Lead & Contact Management
When it comes to pipeline management, SalesPanda's lead management platform acts as a repository for all the leads and contacts you have acquired through your digital marketing efforts. This includes e-mail campaigns, CTAs on your website, engagement windows, landing pages and gated content. Any information entered into the forms and fields found in these elements are automatically captured by SalesPanda into its lead management system. You can then use the lead tracking system and analytics platform with this information to nurture these leads.
SalesPanda automatically captures leads via your engagement windows and CTAs to create a sales funnel. This integrated lead capture mechanism allows you to adopt a 'Set it up and forget it' style of approach, as SalesPanda is built to identify subsequent visits from the same prospects and update their details with any new information it obtains. You can then use the information collected to plan the ideal strategy of approach.
SalesPanda allows you to completely customize the fields of your engagement windows and CTAs while designing them. This allows you to set priorities for what information is captured, meaning that your engagement windows and CTAs can be repurposed to be applicable to every industry or marketing scenario.
SalesPanda allows you to set up triggers and alerts for when you obtain leads from your CTAs and engagement windows or when they take a specific action. This allows you to always be in the loop when it comes to activity on your site. Know exactly when, where and how you obtain leads via SalesPanda.
Here are some other SalesPanda features to aid your Pipeline Management.