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.

Integrated Lead Capture Mechanism

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.

Integrated Lead Capture Mechanism
Fully Customizable Fields

Fully Customizable Fields

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.

Automated Trigger Alerts

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.

Automated Trigger Alerts
Lead Analytics

Lead Analytics

SalesPanda provides you with additional insights into your leads such as their conversion rates, source websites, and more! You can use this data to track which channels are sourcing the majority of your leads, exactly how many leads each channel is converting on average, and also details about your leads that SalesPanda was able to collect through your engagement windows and CTAs.

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