Lead Generation

Most businesses manage multiple lead sources, which come in different formats such as:

• Web Leads
• Emails
• Faxes
• Phone Calls
• Marketing Lists

3GB provides you multiple methods of streamlining and automating the importing of Leads in different formats directly into the 3GB platform.

3GB Web Downloads

Web leads can be automatically processed and imported by formatting and emailing the web form data directly to the 3GB platform. With 3GB you can easily configure email download templates to suit your specific needs. This will enable your customers to complete an online form and have that data automatically create a customer database file and introduce that file into the sales process and directly action the most appropriate sales person.

Lead Management

Lead Management is an integral part of the sales automation module. It enables the management of a Lead throughout the entire sales process and the entire organisation. Numerous workflow and business automation tools are provided to manage each and every stage of the sales process. The Lead management tools provide sales automation from lead to quote, it is envisaged that the 3GB system is used jointly with a retail system, thus provisions have been made to interface to such systems.

3GB provides the ability to manage leads throughout the entire sales process - Action Management. This screen is a snapshot of all the current users' actions and appointments UP UNTIL THE current day. If you have the correct security level you are able to view all other users, teams and department actions, tasks and appointments.