Manage prospects, leads, conversions & results.
Looking for the most efficient and quickest way to manage your new business opportunities? Introducing the fp. CRM module.
Prospects.
Managing lead sources, qualification levels, previous notes and logs, with tasks and follow up dates simply keeps you on track with your prospecting rather than simply tracking.
Leads.
Customer Relationship Management, Contact Management, call it as you will. Just call!!
Thankfully with Function Point you will know what’s in the pipeline, the status of your prospects and your previous phone logs or attached documents such as specifications tracked to specific jobs. When opportunities convert into clients, your data is there without re-entering. fp. provides more than a name and address in your email tool!
Conversions to jobs.
What is in the pipeline? Account Executives can track sales leads, create follow up tasks, dates and notes and include qualification levels, lead sources and tools for estimation of submitted, approved and declined proposals. Better yet, when an approval comes in, everything simply converts to the job ... no re-entry required.
Results.
Enter once and track. Sales is about spending time on new business, knowing the pipeline, the wins, and the declines.
Real and reportable.