TraceMyLead TM is an Industry leading sales tracking software that is designed specifically for the remodeling industry. Understanding that the person taking the lead is responsible for a myriad of office tasks, the program was designed with ease of use in mind.
Have a look below for features of our web-based smart scheduling software.
TraceMyLead users can create sales reps "to-dos" by using the "Action Item" feature. This action item can be a general action item or it can be attached to a specific lead.
Slot based scheduling process ensures that you will never overbook your sales reps resulting in lost sales opportunities.
Automatically sends your prospects an email or a physical letter confirming their appointment at the time the appointment is scheduled.
Go Paperless! The Document Management feature allows PDF documents to be attached to a lead record.
"at-a-glance" information on how many leads were entered on a given day, where did the lead come from and what were the lead source.
TraceMyLead's "No-Lost Lead" technology will allow a lead to be transferred to the follow-up list of any active sales rep or rehash agent.
TraceMyLead provides users with extensive reporting, communication and list generation tools.
SAS is a powerful customer relationship management tool. which automates the follow-up process by providing a pre-determined action list for each based on the result given.
The Sales Dashboard illustrates the current status of all scheduled leads within a selected date range. The option to "drill down" to the individual sales rep level is also available.
By utilizing TML's "Skill Matching" technology you will never send an untrained sales rep on an appointment. Match sales reps with the products they are trained to sell.
The "Smart Scheduling features in TraceMyLead provide address verification and reverse phone look-up tools designed to eliminate scheduling an appointment for a non-existent address. A customized color-coded mileage indicator and a "My Preference" tool allows users to select the fields shown on the schedule calendar.
Are you interested in the impression your sales reps are making on their sales appointments? By activating the Survey module in SAS system you will be able to answer that question and will have the information necessary to coach your sales team to improve their closing ratio.
Provides the user with a highly effective tool to enhance and facilitate the job production process.
• Mobile Sales Quotation & Invoicing System (powered by invoiceASAP) • Track & Manage your Jobs • Manage Supplier's Confirmations • Manage Inventory receipts from Supplier's • Organize Installation Schedules • Track mis-measured jobs • Schedule & Manage Service • Control & Manage Vendor's Payouts • Shares financial information with Quickbooks (1-way integration with Quickbooks)