Module "Lid Management" for BAS configurations on controllable forms (Small business, KUP, UT 3, UNF 1.4, UNF 1.6, CRM 2.0)

Module "Lid Management" for BAS configurations on controllable forms (Small business, KUP, UT 3, UNF 1.4, UNF 1.6, CRM 2.0)

UAH 3 000
Модуль "Управление Лидами" для конфигураций BAS на управляемых формах (Малый бизнес, КУП, УТ 3, УНФ 1.4, УНФ 1.6, СRM 2.0 и другие)

Subsystems "Lead Management" is used in conjunction with the module "Integration BAS with Virtual ATC".

List of functions of the Lead Management module:

  • Lead Statistics Report. Classification by sources of information, by responsible managers. Indicators in the report: Conversion of leads to counterparties, number of events by leads, number of new leads. (as an additional solution: lead funnel (the sum of orders, sales, payments, profit)).

  • Separation of leads by status - Hot, warm, cold, unpromising. 

  • Creating tasks for users from the lead card.

What is the lead management module for?

  • In "Virtual ATC" all calls will be signed, since leads are unloaded like regular clients.
  • Storage of all phone calls in the lead card, tab "Events".
  • Leads are tied automatically to the employee who received the call. When the lead will call back, he will fall on this employee.
  • Filling the source of information in the lead card.
  • Lead Statistics report. We can select leads depending on the source of information.
  • Filling the base of potential customers-magazine directory "Leads".

Feature Details

1. Automatic creation of lead cards when receiving calls from the Virtual ATC.

When a call arrives and the client card is opened, by pressing the combination Ctrl+1, if the customer is not found by phone number and the "lead" is not found in the "Lead" directory, the lead is created automatically and its card is opened, phone, because this is the only information that is known by the new contact. 

Next, the user enters the client's name in the name of the lead and other data that the leader can characterize, in the commentary he gives a brief information about the leader. In the course of communication, can also enter the email and address. (Fig. 2) 

Fig.1. List of reference book "Leads".

Fig.2. The form of the element of the directory "Leads".

If the counterparty is known, then the leader chooses the counterparty and the contact person. If the counterparty in the leader is selected, then the lead is marked as "Closed." The lead has a props "Status", which by default is set to "Hot", in addition there are statuses: "Warm", "Cold" and "No Promising".

2. Lead synchronization with clients in the Virtual ATC.

If you fill in the name card in the lead card, the lead card will be uploaded to the clients of the virtual ATC with reference to the employee who is given in the lead card as the responsible. 

Responsible in the lead card is filled automatically when creating a lead card. If the lead is created under a certain user, then the user will be responsible if the lead is created when the calls are downloaded according to the scheduled task, then the user who made the call will be identified as responsible in the lead card. At any time in the lead card, you can change the person in charge and this card will be transferred to the virtual ATC according to the scheduled task, which runs every 10 minutes by default. When the lead (or counterparty) calls to our office numbers, it will automatically connect to the responsible one, behind which it is assigned, and its name (name in the lead card or counterparty or counterparty contact) will be displayed in the English transcription in the program phone window in a question with the buttons "Accept" or "Reject". The question will be visible, regardless of which application is the user on his computer. If you use hardware phones, the name of the lead (or counterparty) will be displayed on the phone's display. When a counterparty is created on the basis of the lead card, the client in the virtual ATC will be tied to the counterparty's card, and the lead card becomes closed for editing, that is, the contact with the contact is executed in the standard for BAS mode - counterparty card, counterparty contact card.

3. Filling the source of information in the directory "Leads", as well as in lead cards.

The source of information is determined by the specified correspondences for our phone numbers in the information register "The correspondence of our telephone numbers to information sources". In this register, we enter correspondences to the information sources of our telephone numbers connected to Virtual ATC. According to the given correspondences, the source of information is filled in the "Leads" directory, as well as in the lead cards (Fig. 3).
Configuring the correspondence of our telephone numbers to information sources is set in the "Settings" menu of processing "Virtual ATC", on the tab "Correspondence of our phones to information sources".

Fig. 3. Filling in the source of information in the lead card.

4. Call history in the lead card. Call planning

With automatic download of calls, which is performed by default every 5 minutes, automatic search of the lead is performed, if not found, then the lead is automatically created.

Thus, in the document "Interaction" with the view "Phone call" the props "Lead" is always full. In the lead card on the tab "IP-telephony. Phone calls" are all calls, incoming / outgoing, which were for this Lead. When the lead closes, the interactions (phone calls) will be tied to the counterparty card and will be visible on the tab "IP telephony. Phone calls" (Fig. 4). In other words, the lead card links the "Phone calls" interactions, when there is no counterparty card yet, you can go to the lead card and see when there were contacts with this lead, also listen and save them.

Fig. 4. The form of the "Leads" directory element, the tab "IP-telephony: Phone calls" (document "Interactions").

5. Creating a counterparty (partner) from a lead card.

From the lead card, you can create a counterparty by clicking the "Create counterparty" button, while all the data is copied to the counterparty card: phone, address, email, comment, name. When recording a counterparty in the Lead card, the flag "closed" is set (Fig. 5).

Fig.5. The button "Create counterparty" opens a counterparty card with the transfer of information filled in the Lead card.

In addition, the leads are closed automatically when phone numbers are added to the counterparty cards. If you enter a phone number in the counterparty's card, when subscribing to a counterparty, the event subscription checks for active leads on the counterparty's phone numbers, if it detects, then closes those leads. Thus, in the directory "Lead" there are contacts that at least once called or we called, but phone numbers are not present in contacts of counterparties.

6. Lead Statistics Report.

The subsystem "Lead management" contains the report "Lead statistics", the report gives information about the leaders in the context of managers.

The report shows data on the number of leads for the period by managers, by status, by type "closed/active", and there is also an indicator on the number of leads that have been transferred to counterparties for the period. (Fig.6)

Fig.6. Report "Lead statistics".

Lead states: how many and which leads are closed, active for each of the managers; how many events for each of the leads; how many leads transferred to counterparties; number of new leads.
One of the conclusions that the report can give is: if the lead is not named and there are more than two events in the lead - the phone calls, then the manager does not work well with primary contacts. Managers should name leads, write comments in comments than potential customers are interested in, write down other contact details.
The indicator "The number of leads passed to clients" for each of the managers gives an understanding: how managers fill the database of counterparties with telephones, since the leader takes the status "Closed" if the phone number is recorded in the counterparty card; The second is the conversion of leads into counterparties for each of the managers.
Report "Lead statistics" also can be grouped by sources of information.

7. Lead sales funnel. Linking phone calls to sales (additional paid functionality).

To associate phone calls with sales, the Lead requisite is added to the document "Buyer Order" and displayed on the document form. When creating the “Customer Order” document from the Lida card (the “Create Order” button in the lead card), a document will be created and the lead will be filled, it will also be filled automatically if you click on the “Create Order” button on the Virtual ATC panel.

Fig. 7. The form of the document "Customer Order", the requisite "Lead" has been added.

In our standard report "Lead Statistics" (Fig. 6) additional columns are displayed: the amount and number of orders, the amount and number of sales, the amount and number of payments, the amount of commercial offers, gross profit.

Thus, in the report “Lead statistics”, in addition to indicators:
  • “number of leads”,
  • “number of new leads”,
  • “number of leads passed to customers”
  • “number of phone calls by leads”,
sales statistics - are also visible:
  • “order amounts”
  • "sales amount",
  • "payment amount",
  • "gross profit".

Fig.8. Lead Statistics Report with Sales Data.

The solution is localized for Ukrainian and Russian languages.

Requirements for the BAS platform: release or later.

Cost of work: 3000 UAH.

Additional module functionality:

     Price, UAH

 Lead sales funnel. Organization of communication of phone calls with orders. Data on orders, shipments, payments in the report "Lead Statistics"     5400

The rights to the module are reserved (certificate No. 76364). We provide favorable conditions for cooperation for partners.

Developer: NCT


LLC Studio Smile. Dental clinic
We ordered the Lead Management Module together with the "1C:Підприємство" Integration Module from NCT.
The module allows us to understand where, when and in what quantity we are losing potential customers. I recommend it for purchase, as it enhances the effect of the introduction of IP telephony and expands the functionality of "1C:Підприємство".

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