Powerful Lead Management forBusiness Development, Exhibit Sales, Sponsorship and Booth Rentals
MarketingPilot provides powerful tools to manage leads - you can track prospect inquiries and quickly route qualified leads to the right Rep so that prospects get handled while they are hot. Lead Management is fully integrated; so Leads are never dropped or lost.
Difference Makers
MarketingPilot's powerful search function make Leads always easy to find.
Lead management functions are fully integrated into MarketingPilot's campaign management and CRM functions. There is no rekeying or lost data. Information capture all along the sales process is carried forward.
Integrated financials means that Sales can prepare estimates for prospects and and invoice Clients right from within MarketingPilot.
MarketingPilot integrated Lead Management, CRM, Finance and Production in a single system - With a few clicks users can access all information related to a Lead instead of having to use separate applications and re key data.
MarketingPilot is tightly integrated with the tools you already use - Microsoft Word, Excel, Acrobat, Google, LinkedIn and Facebook.
Security controls let you control access to Leads.
Features MarketingPilot provides all the lead management features you would expect from a stand-alone Lead application and integrates them with Finance and Production.
Contact Management
Email
Import/Export
Calendar
Files
Notes
Tasks/To do lists
Estimates
Opportunty management
Invoicing, AR
Contracts
Jobs
Lists
Managing Lead Quality
Maintaining lead quality is critical; with MarketingPilot, you can be certain your Lead database has valid data
and is free of duplicates. MarketingPilot automatically links and displays Leads from the same contacts so that you can see the entire history of interactions with the Contact. All Leads from a single organization roll up to a single dashboard to give users an even more comprensive view of all the touchpoints with a single Prospect.
