Lead Management System: Sales+

The best way to rise from failure to success in selling is to have Rightway's Lead Management Software Sales+. It's simply the most dynamic lead management software designed for sales teams. The software enables the sales team to build successful relationships with the each and every prospective customer from the time the lead/inquiry is generated to the time it is closed. The scope of slip-ups on follow-ups will be bare-minimum as a record sheet of previous and current sales inquiries gets automatically maintained, in the software.

Work Flow Diagram

Salient Features

Accepts inquiries from multiple sources

• Sales+ can be attached with multiple sites to accept inquiries in the system. This enables you to integrate all your applications with Sales+ to centrally manage and store all generated inquiries at one place.
• Administrator can add new inquiries using the system.

Handling of multiple sales inquiries/leads

• Numerous sales inquiries can be managed simultaneously in one account, which can be accessed from anywhere using web browser.
• Administrator can assign Inquiry to any sales person directly from his e-mail box or by logging into the system.
• Each inquiry is managed and displayed separately.
• Latest updates on each inquiry are displayed in the front board as soon as user logs in the system.

Centralized Message Board

• Keeps Inquires centralized. No shooting emails back and forth.
• Sales Persons, Client, Administrator can exchange messages using Message Board.
• Private Messaging facility for internal communication between in-house sales team.

File Attachments

• Sharing of relevant files to support sales function.
• Files are stored in server, facilitating easy uploading and downloading of files.
• Centralized access to all the files shared by sales team members and clients.
• Sorting of files is supported.

Email Notifications

• Choose to notify all the intended recipient via e-mail for each update (message posting, file sharing) in the system related to an inquiry.
• Without having logged-in the system, post messages or comments via clicking on the link provided in the received e-mail notifications.

Extensive Reporting for Analysis

• Last 7 days inquiries report
• Landed inquiries report
• Not landed inquiries report
• Customized reports (e.g. Weekly/Monthly/Yearly, Time period wise, Sales person wise etc.)

Security and Access

• Login-id and password based web access.
• Administrators may have absolute authority within an account to create inquiries and users.
• Access to assigned inquiries only.

Customize Branding

• The best part of Sales+ is that you can have your own header and logo placed, that goes a long way in building company's corporate image.
• The branding brings in a look of in-house application.

System Features

• Operating System: Windows 2000/XP/Vista, Linux
• Database: MySQL 5.0.27
• Front End: Ruby on Rails 1.2.4/2.0
• Web server: Mongrel 1.1.3
• Browser: Microsoft Internet Explorer 5.0 or higher, Mozilla Firefox, Netscape Navigator