Digital Sales Funnel (Lead Management Solution)
The Digital Sales Funnel (DSF) manages social media campaign data digitally, Sales team performance and also record the data of walking customers. DSF tracks the overall sales performance on all the mediums.
Walking Investor (Leads Data):
The system collects the data digitally of the walking investor of all the branches and the head office in real time. It is useful in analyzing the number of walking investors.
Digitally Data Gathering:
The Digital Sales Funnel (DSF) helps to collect the data digitally and automatically reduces the human effect, the Wealth Advisor has the freedom to manage the Excel sheet, the Department Head gets the digital sales reports and monitors the performance in real time.
- Walking Investor
- Social Media Leads
- Lead Generate (Wealth Advisor)
- Cold Calling
The leads with the most and least potential: hot, warm, and cold. In lead generation there are stages of qualification: database, Contact Established, Need Identified, Proposal Presented, Negotiating, On Hold, Closed – Lost and Closed – Won.
Leads Monitoring & Tracking:
Lead tracking is the process of determining the source of leads, actively monitoring where the leads are in the sales and marketing funnel and taking appropriate actions to move the lead to the next stage and close the sale.
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