Want to monitor every activity of your field sales team? Check out how LeadSquared can help you run your entire field-sales operation. with LeadSquared

1. Run your entire field-sales operations with LeadSquared
Used and loved by 750+ customers worldwide

2. Watch Your Field Sales Team Closely

3. Auto-capture and Assign Leads

4. Tap to add
lead instantly
Tap to
confirm new
lead
Allow Sales Reps to Add Leads Easily

5. Auto Capture User’s Phone Calls and SMSs
Easily capture how your user’s
interact with leads
Inbound SMS: Interested in taking a demo
Inbound Phone call: Spoken with the lead for 3 mins

6. Allow Easy Bulk Transfer and Allocation
Leads can be transferred, modified and updated with a single click – which instantly reflects on the app at the field
Import from
website

7. 4 leads assigned
Notify Sales Reps on Lead Assignment
John Doe
Location: New York
Ram Singh
Location: New York
Lisa Dave
Location: New York
Amir Ahmed
Location: New York
30 mins
Score: 30
4 hrs
Score: 12
8 hrs
Score: 26
15 hrs
Score: 6

8. View and Update Lead Details from Web and Mobile

9. View and Update Lead Activities from Web and Mobile

10. HIGH QUALITY SCORE
(9/10)
MID QUALITY SCORE
(7/10)
LOW QUALITY SCORE
(less than 5/10)
Sales person contacting hot leads first
with high quality score
Know Your Lead Quality and Score

11. Geo Track Your Field Sales Reps and Their Check-ins
Met Tom Grey
Time (9:00AM-10AM)
Location - Bronx
Met Joseph Lakewood
Time (11:00AM-12PM)
Location - Manhattan
Met John Doe
Time (3:00PM-4PM)
Location - Midtown
Robert John
3 meetings today
14 tasks completed
50 Prospects
30 Follow ups
9 Customers

12. Monitor Their Activities and Meetings Real-time
Field sales guy uploads
activity after meeting
Adds GPS location from
map to the meeting
Client image and agent
location available to Manager
Meeting

13. Notify Field Sales Reps of Leads in Their Vicinity

14. Get Complete Lead Source Analytics
Website Inbound phone calls LinkedIn Facebook
145 leads
119 leads
262 leads
86 leads
134 leads
Referral
Key Lead MetricsLead Sources
Leads added today
145
Leads added this week
567
Total leads
6567
Best lead source
Referral

15. Know Sales Funnel by Region
50 Prospects
30 Follow ups
10 Customers
New York
67 Prospects
33 Follow ups
16 Customers
Los Angeles
34 Prospects
23 Follow ups
6 Customers
Dallas

16. Know Leads in Various Stages of Closing by City
Region Prospect Follow up Customer
New York 182 35 10
New Jersey 50 10 2
Dallas 120 24 6
New Delhi 145 32 9
Lead Name Product Phone Owner
Ron Greenwood Basic Plan 7888767554 John Doe
Joey Thomas Standard Plan 9877876547 Robin Jordan
Ross Taylor Lite Plan 9887654545 Mike Luther

17. Get Sales Activity Reports
Salesperson # of leads # of activity
John Doe 182 35
Julia Ivan 50 10
Raj Patel 120 24
Amir Azeem 145 32
Lead name Phone Activity note Date
Victor William 7888767554 Meeting over 17/5/2016
Heena Syed 9877876547 Took demo 12/5/2016
Rohit Kumar 9887654545 Met in person.
Seems interested
3/5/2016
Ashish Sharma
3 meetings today
14 tasks completed
50 Prospects
30 Follow ups
9 Customers

18. Get Complete Sales Performance Reports
Leads by stages
Prospect
Follow up
Customer
Sales manager has full visibility of activities and performance of his field sales team
Sales person performance
John
Matt
Scott
98 leads
64 leads
36 leads
13 deals
7 deals
11 deals
Profitable Lead Source
Referral
Online
Phone
223 leads
134 leads
219 leads

19. Make a highly efficient field sales team with
Some of our active mobile app users
AUTOMATIC LEAD
ASSIGNMENT
GEO-TRACKING OF
SALES PEOPLE
REAL-TIME MEETING
UPDATES
PHONE CALL AND SMS
CAPTURE
FIELD SALES
ANALYTICS

20. India’s most loved Customer Acquisition Platform
Land More Leads, Close More Deals