Features to Fortunes

Features of any product, need to improve your productivity and bring you fortunes.

HelloLeads features have been designed with a lot of care, understanding of customers’ expectations and extensive research so as to improve productivity and accelerate sales for any organization.

Key features of HelloLeads include:

Add leads from anywhere, any time
Instant Engagement with leads
Qualify Leads on the go
Connect with your leads quickly
Do fail-safe follow ups
Keep track of conversation history

(1) Add leads from anywhere, any time

HelloLeads provides a number of ways to add leads – from anywhere, anytime, be it from field sales, web enquires, telephone leads, telemarketing leads, leads from conferences, expo or event trade show leads.

Having a gold copy of all leads in one place is a starting point for a strong lead management process. Using HelloLeads, you can bring all your leads, from different sources, into a single and easy-to-review repository. This provides you the complete picture of your sales funnel.

HelloLeads provides 10+ different ways to capture lead information quickly and accurately.

Sl No	Method of adding leads	Possible Use Cases
1	Add lead form	Walk-in enquires at the company / office, Field Sales, Telephone enquiries
2	Quick Add form	Field Sales, Telephone enquiries
3	Business Card scanning	Expo, Tradeshows and also Walk-in enquires at branches, Conferences
4	QR scanning	Expo, Tradeshows, Conferences
5	Leads via phone	Incoming calls
6	Referral / Digital enquiry form	Field Sales, Customer referrals
7	Website enquiry form	Enquiries from your website
8	Facebook Integration	Enquiries from Facebook ads
9	Upload from Excel	Adding existing leads from your legacy systems or bulk upload
10	Copy from Phone contacts	Field sales and sales executives
11	Leads from Other sources using API’s	Adding leads from other enterprise systems or third party websites, ecommerce market place

Offline Lead addition is possible in the mobile thus allowing anytime usage of the solution even in remote areas. No internet connectivity is required for adding leads as the data syncs later when connectivity is available.

(2) Instant Engagement

The faster you respond to leads, the higher is the probability of sales conversions.

You can respond at lightning speeds to customer enquiries with help of HelloLeads.

You can, using HelloLeads, set up customized auto email and SMS / texts responses for each lead added. For example, leads, will get product / service details of your company within 2 minutes of either meeting the sales representative or speaking to your sales team over a phone call.

Managers and other sales team members, using HelloLeads, can share their Digital business card and send a greeting SMS / texts to prospective customers they meet with and reach out to prospects quickly.

A sample text or email response would read as follows:

“Dear John,

It was nice meeting you today. Thank you for your interest in our products / services. Below link gives you details on services offered by us. Please feel free to contact us for possible next steps.

Thanks.
Matt Rodgers, VP-Sales, Titan Trading Inc
Mrodgers@titantradinginc.com

Visit Rapid lead response in 2 mints to learn more on how you can respond to leads quickly

(3) Qualify Leads on the go

One of the important aspects of good lead management is to qualify leads so that sales team focuses their time and energy on high potential and highly relevant prospects.

With the help of HelloLeads you can qualify each and every lead, so that others in the sales team know which door to knock.

Using HelloLeads, you can:

Define your own products (so that you can assign them to your leads)
Define your Customer segments (groups lead by segments)
Define potential of the leads
Determine current status of the leads
Determine deal size against each lead
Create your own fields to capture more details about the Leads (e.g. Date of Birth) in the Web

Qualifiers and possible use cases include:

Sl No	Qualifiers	Possible Use Case
1	Lead Potential	Segregate leads into High, medium, low and not relevant groups for focused follow ups
2	Customer segment	Group leads based on their organizational background. At the time of adding leads, you can tag each lead with the customer group or segment they belong to so that your pitch can be tailored.
3	Interest in specific products	Define the list of products / services that is offered by your company. At the time of adding leads, you can tag each lead with the products or services they are interested in. With this you improve quality of lead data.
4	Deal size	Possible value of the transaction – Proposed or final deal value
5	Lead Stage	Current status of the leads – Open, Contacted, Qualified / Unqualified, Customer, In active etc. This is customizable to match your business pipeline.
6	Notes	Key notes for each lead that is visible to rest of the sales team

(4) Connect with your Leads quickly

Action circles in HelloLeads help you to stay in touch with your lead and to nurture your leads whenever & from wherever you want to. In the lead details page, action circles allow you to initiate quick actions and accelerate lead follow-up. Simple tap on each action circle triggers the predefined actions. Here are 9 action circles that gives you extra power.

Call – Takes the primary contact number of the lead and dials the number

WhatsApp – Helps you to send an instant WhatsApp message to the mobile number of your lead

SMS – Sends an SMS (customized / pre-defined) to the mobile number of your lead (SMS content can be modified in Settings > Edit SMS).

Email – Triggers an instant email to your lead

Location – Takes you to the precise location in Google maps, based on the address information

Website – Visit the website of the lead

LinkedIn – Takes you to LinkedIn page of the lead based on the linked in link in Info+

Google it – Makes a quick google search on the lead (Name + Designation + Organization)

Share – Share your lead information through other applications such as WhatsApp and SMS

(5) Do fail safe follows

They say fortune is in the follow up. HelloLeads provides a robust process to make sure no leads are missed, enabling zero lead leakage.

Proper assignment of Leads to a right sales team member plays a critical role in successful Lead conversion.

The various ways of lead assignments supported are as follows:

Sl No	Lead Assignment method	Possible Use Case
1	Automatic assignment of leads based on source (list owner)	Facebook leads are assigned to person A who is the list owner of the FaceBook Leads list.
2	Bulk assignment of Leads based on Product, customer segment, Location	All leads from a specific Product / customer segment can be filtered, bulk selected and assigned to person B E.g.: All MSME leads are assigned to person C
3	Direct assignment of leads to sales team members or its superiors	Flexibility to review and assign leads on a case to case basis

HelloLeads helps in fool proof follow ups. Below features will be of immense use to your organization in follow ups and sales conversions.

Sl No.	Follow up features	Possible Use Case
1	On-time follow up Reminder Emails	Sales team member ‘A’ gets an email “It is time to follow with John who is from MSME segment and interested in business account”. Useful for web users
2	On time follow up Reminder Alarms in Mobile	Sales team member ‘B’ gets an alarm in his/her mobile saying “It is time to follow up with Smith who is from MNC segment and interested in Product 3”.
3	Calendar View (iOS)	Sales team member ‘C’ sees all follow ups, by each day, in the upcoming week in a Calendar View (available in iOS version)
4	Follow ups for today	Sales team member ‘D’ sees list of leads to be followed today
5	List of missed follow ups	Sales team member ‘E’ sees list of missed follows or missed to update follow ups
6	Recursive follow ups	Sales team member ‘F’ sets up a follow up frequency of weekly to a customer. Options available for repeat follow ups are: Weekly, monthly & Quarterly.
7	Filter and follow ups	Track / filter Leads based on Product, Customer group, Lead stage, Location for focused follow up

(6) Keep track of conversation History

Activities and conversation history enable sales team to be up to date with the background of each lead. Geo tagging of leads helps you in finding leads near you.

Features involved in tracking of Leads are

Sl No	Lead tracking features	Possible Use Case
1	Source of Lead-capture through Lists	List namely “Walk in Enquiry” will contain all Leads who came to the branch for enquiry and ‘Web Enquiry’ list can be a repository for all enquiries from website.
2	Geo based grouping of Leads (leads within 10km, 20km, 50km)	The field sales agent A who is in T Nagar, can find all Leads near him using Map View and can connect with them to check for a direct meeting
3	Call tracking with details like duration of call, call notes	After speaking to Lead Mr. X, an automatic log about the call (incoming / outgoing) and duration will be logged in Mr. X Lead page along with call notes as given by the sales team member.
4	Email tracking (incoming and outgoing)	When an email is sent to Mr. X (individually / bulk mode) through HelloLeads web application, an automatic log is created in Mr. X Lead page along with its subject. Any email received from Mr. X is notified in the HelloLeads web application and a log is created in his Lead Page.
5	Option to attach files for Lead validation (web)	The Scanned documents like PAN card, Aadhar card of Lead X can be attached to the Lead page for validation team to review and take it forward.
6	Lead conversation history tracking	From the time Mr. X initiated a web enquiry and till date , details of all his discussion with sales team member can be captured in the activity tab. This history and background helps in setting the context for next follow up.
7	Lead stage to know how close is your lead is to conversion	All Leads who are still in the open stage (updated in Lead Stage) can be filtered and assigned to specific team member to enable quick conversion.

Apart from the above-mentioned items, HelloLeads also comes with hand full of other useful features relating to API Integrations to automatically generate leads from 3rd party websites, Team Management, Real time insights / reports, that can come handy to the sales team to reach their targets.

Individuals and teams who have been using these features religiously for their daily sales related activity have seen considerable (up to 60%) improvement in meeting their sales target and thus improving their business.

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