Lead Management

Blitz Sales Software™ For Lead Management Helps You…

Organize leads, prospects, and referrals from multiple sources

Assign leads to staff and sales people

Keep track of leads, prospects, and referrals as they progress through the sales pipeline

Sending emails, scheduling follow-up reminders, recording history notes, and tracking sales opportunities just to mention a few

Blitz Sales Software™ Enables You To…


Lead Sales Follow-Up


  • Plan Sales Follow-Up Activities
  • Organize Sales Follow-Up Data
  • Segment Prospects & Customers
  • Sort and Filter Data


Lead Sales Follow-Up


  • Get contacts into One System
  • Send Drip Emails
  • Automatically Schedule Reminders
  • Record History Note


Lead Sales Follow-Up


  • Track Sales Opportunities
  • Track Sales Pipeline Milestones
  • Generate On/Offline Reports
  • Monitor and Coach People

We will help you address the following Lead Follow-up challenges:

Getting Leads Into A Sales & Marketing Follow-up System:

  1. Receiving leads from vendors i.e. internet lead providers, telemarketing, quoting systems
  2. Getting web form leads into your system for follow-up
  3. Assigning leads the instant they come in
  4. Notifying sales people that they have a new lead
  5. Transferring and tracking lead contact information between you and your lead partners

Consistently Following Up With Leads:

  1. Ensuring that your sales people and staff know what leads to follow-up with each day
  2. Executing pre-scheduled follow-up activities with leads
    • Drip Email To Leads
    • Calendar Reminders For Sales Reps
    • Changes to contract dates
    • Re-quotes
  3. Recording History Notes, Status & Follow-up Appointment Reminders
  4. Consistently Generating Neglected Lead Warnings

Measuring Lead Sales and Marketing Follow-up:

  1. Tracking sales opportunities and calculating ROI for leads
  2. Coaching sales people and staff on lead follow-up
  3. Viewing Your Sales Follow-up Work and Generating Reports On:
    • Recently Assigned Internet/Web Leads
    • Assigned Leads
    • Sales Pipeline Milestones
    • Sales Status
    • Email Reports
    • Sales Pipeline Milestones