Ikhtisar Manajemen Pemimpin

Sales Operation Overview

We will begin the overview with a short description of the sales operation. 

• It begins when the new lead registers on the platform
• A welcome email is sent 
• The sales or lead manager assigns the client for conversion 
• Sales will contact the lead and if there is no answer will set the call back date and assign the lead for follow up
• If it is a wrong number then the email template “reach you” is sent
• If the lead is converted by sales and the lead deposits the user will then complete the compliance procedure and be assigned for retention.

Sales or Lead Manager’s Daily Routine

• The sales or lead manager’s day begins with the all leads report and checking for new leads that have registered and assigning those leads
• Next the online and online advanced reports can be used to make contact with clients that are currently online which allows the sales team to maximize sales opportunities
• Next is a review of failed deposits. These are potential deposits and should be assigned to the relevant account manager with a note explaining the reason for the decline in the CRM. The account manager can then follow up with the user to assist with the deposit.
• Then the new deposits are reviewed. Self deposits are assigned for Upsale as high priority leads. Deposits that were made on existing accounts should be recorded on an account manager’s target tracking board to encourage the sales team to reach targets.
• Throughout the day leads can be starred and unstarred. Starring a lead makes it available to the account manager and this method allows the sales or lead manager to control the flow of leads to the account manager.  At the end of the shift the leads for the day should be unstarred and leads with the contact on for the following day should be starred according to time zones.
• Support issues should be monitored throughout the day.
• Last logged in leads in the all leads report can be used to assign leads that have recently logged in to their platform. This can prioritize calls to leads that have low balances or have recently logged in after some time.
• Old conversion leads and retention sales opportunities can be assigned according to relevancy which can be established by the last date the user logged in.
• Reporting is made easy through the sales dashboard allowing the sales manager to monitor the progress of the sales team daily. Criteria such as total amount of calls, connected calls and deposits can be reported through the sales dashboard.

The Back Office and Lead Management

The back office has many reports and tools to assist you to effectively and easily manage your leads

• Through the users module you can access online users and assign online leads in real time and access the all leads report for daily lead management. The log report allows you to monitor the daily progress of your sales team and their communication with leads.
• Through the reports module you can access the payment options log which allows you to monitor deposits and failed deposits in real-time, which you can use to drive revenues.
• The sales dashboard is used to monitor KPA’s such as call ratios and deposits per account manager so that you can effectively manage the sales operation daily.