Lead Management Systems - Leads & contacts originate from multiple sources

Thursday, February 20, 2025

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Lead Management Systems - Leads & Contacts Sources

Leads & contacts can originate from multiple sources.
Direct interface with most CRMs, databases and legacy systems.

Web based Forms:
The web based forms can be the inquiry forms on your web site or forms your agents' use to enter and follow-up on leads.
Direct support for iPhone, Blackberry, WAP based devices and smart phones. User or agent is presented with a specific questionnaire based on product or area of interest Questionnaire qualifies user and assess users' interest in product (need), level of funding and time to purchase Additional questions, depending on geographic location, entered in user contact form may be presented (Vertical Markets, Geographic Region, etc.)
Data Feed:
The system can receive data feeds from sources such as call centers, other lead or contact management applications and external data sources. System supports real time and batch mode processing Systems can interface with most legacy systems ODBC data sources SQL sources E-Mail XML, CSV, FTP file drop
Application Integration:
LMS can interface with external CRM, Lead allocation tables, Desktop applications, etc. Siebel, SalesForce.com, SalesLogix & SAP CRM Goldmine & ACT CRM SQL Server & Oracle based systems
Manual Import:
Authorized administrators can import lead and contact data from files in several different formats. Delimited files Database files Spreadsheets (Excel etc.)