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Lead Tracking: Sales CRM

Customers expect quick follow-up and if they don't get it they're going straight to the guy down the street. Lightspeed Sales CRM tracks every opportunity, whether it is a walk-in or a web lead, from door to dotted line. Sales CRM helps you close more deals by tracking every step to a complete sale. Don't miss an opportunity; keep you deals moving to close.

Feature Highlight: Lead Tracking

Task Tracking:
Track follow-ups and deal progress to close. Verify every lead is contacted.

Inventory Match:
Quickly searches lead and inventory then shows possible inventory.

Sales Quotas:
Monitor sales progress to closed deal goals by viewing sales activity.




My-Day Task Reminders

  • Get automatic reminders from the CRM to contact customers at crucial times.
  • Focus on customers that need attention at every step of the sales process.
  • Collect references from past deals with automatic follow-up call reminders.
  • Keep notes on every follow up and set reminders for next contacts.

Sales Deal Tools

  • Enter leads and check inventory on your smart phone. + more: Mobile CRM
  • Quote for trade-ins using integrated NADA and Black Book integration.
  • Connect your website leads directly to your CRM. (check for availability)
  • Record door swings automatically with an integrated counter.

Sales Manager Lead Tracking

  • View all open deals in the CRM and verify that they are progressing to close.
  • Set quotas for contacts and closed deals, then receive alerts when goals are not met.
  • Create automatic assignment rules for leads based on salesperson area of focus.
  • Reassign leads when sales people do not follow-up quickly.

Find out how the Sales CRM can help increase your close ratio. To find out more, call 800-521-0309.


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