Keeping sales employee's happy can be a difficult job, especially when some are performing better than others. Features within the Hot Prospect Platform will allow for five different types of lead distribution. Depending on how you are using the various post types on the Hot Prospects Platform, generating leads on your pages is commonly the main goal for creators. When a lead is generated on the site, the data will be stored on the platform and is automatically assigned to a selected employee depending on the setup.
In previous blog entries we’ve covered some of the basic building tools used for constructing a sales process within the CRM. Using the “Steps” and “Actions” section in the Leads area will help keep everyone using the same process, the same check points, and the same tools used in predictive analysis. In addition to building the “Steps” and “Actions” of a sales process, there is another set of data tied to the sales history and it is used to help determine the potential revenue in the sales pipeline.
The main type of engagement on the Hot Prospects® Platform is when a consumer fills out a form or creates a review on a specific post. When a consumer fills out the lead form on the post, the data collected is used to generate a lead within the CRM. When a review is submitted, that data is stored with the specific post and reviewed before displaying live on the site. Both of these types of user engagement on the site allow the creator and the consumer to connect and potentially communicate further.
The Hot Prospects® platform supports a wide variety of customizations created specifically to help identify and build a sales process for any type of business. First, use the most common “sales steps” that your company’s representatives would perform when they sell, and then build out those sales steps.