Manage Leads. Make Sales.
Lead Management within Blitz makes it simple to create a custom sales process that works FOR your company and can evolve with different marketing strategies that are implemented. Blitz simplifies and automates tasks, creating more time to correspond with leads and customers. Consistently tracking leads improves customer interaction, resulting in more sales.
Create a more complete timeline, based on your unique sales process, and watch leads turn into sales and sales turn into long term clients. Blitz allows you to customize your lead management and track your leads to ensure the highest close rates for your company.
Stop losing leads by being in the wrong folder. Blitz is fully customizable so you can build your sales process and the CRM software does the work for you!
For better lead management, choose leads that best meet the criteria of a potential sale and call those leads first. Blitz can filter and sort leads by any criteria to narrow down your list.
Keep leads organized within your staff by assigning them out, giving each employee their own list to work from. Leads in Blitz can be assigned automatically, by percentage, or one at a time.
When a scheduled follow-up is not met, the lead will fall into the Neglected Leads category. These leads are now marked as a high priority, guaranteeing you will never lose track of a lead.
Some leads don’t convert immediately and may require to follow up calls and emails. Set up personal and automated follow-ups to touch base until the prospect is ready to buy. Blitz sales CRM software’s Workflow functionality automatically sends emails to leads and schedules appointments for your staff until the leads are either sold or not interested.
Evaluate Sales Process
Periodically running reports will tell you what (and who) is and isn’t working. Blitz provides simple reports to tell you which sales and marketing techniques are producing the most new customers.
Access Data Anywhere
Why use software that you can’t take with you? Being able to access data from anywhere at any time is important. Having information stored in the cloud allows you to log in from your phone using Blitz Mobile or to use a laptop when you are out of the office.
Latest Content Around Lead Management
Using sales and marketing tools to drive more sales and grow more business should be at the top of your New Year's resolution list. In the insurance business, as in many industries, sales and marketing are crucial. There are a number of things you can do to improve...
Insurance CRM software and policy management software are the duo you didn't know you needed. You can read all the articles you want on what’s the best insurance policy management software, and I’m not arguing that you don’t need one. However, have you thought about...
Wondering how to find employees for your insurance agency? Look around! When you start an insurance agency, you have to think about who’s going to work with you. You might want to have other insurance agents at your office to help you cover the region. Also, having an...