Lead Management
To learn more about the Lead Management feature
of the MarshBerry Sales Portal click
here.
Tracking pre-appointment activity can be a difficult process. Most CRMs force sales
people to spend an excessive amount of time tracking phone calls and emails. To
effectively and efficiently track calls, conversations, and notes, the process must
be simple. MarshBerry has designed, in conjunction with the nation’s leading brokers
and agents, a pre-appointment activity tracking mechanism that is quick and proficient
for organizing leads and notating activity.
The Lead Manager, designed to automate pre-appointment activity, gives producers
the ability to identify attempts, conversations, and notes as producers work to
set appointments. The Leader Manager also provides an Outlook integration function
for setting calendar follow up reminders in Outlook.
While the Lead Manager provides a tool for organizing leads, the system supplies sales
managers with the ability to identify producer activity and pre-appointment performance
metrics. These metrics include:
- Attempts to Conversation Rate
- Attempts to Appointment Rate
- Conversations to Appointment Rate
This data can be a valuable component in developing producer plans, coaching, mentoring,
and running sales meetings.
Learn more about the Service Timeline feature by visiting https://salesportal.marshberry.com
For more information or assistance with this service, please Contact Us.