Digital funnel · Business systems
Connect acquisition, sales and sign-up.
Complete lead tracking from the moment it arrives through a channel until it converts, with visibility over every stage and a connection to your systems.
The challenge
When acquisition, offer, sign-up and follow-up are kept apart, information gets lost and it is hard to know what happened to each opportunity.
What it does
Digital funnel unifies the sales journey so every lead has context, status and traceability throughout the process.
Digital funnel
What you can do.
- 01Receive leads from web, iFrame, app, campaigns or other channels.
- 02Link bill, simulation, offer and documents to the same journey.
- 03Track the status of each opportunity.
- 04Take the process all the way to contract generation.
- 05Connect CRM, ERP or CTI to continue the operation.
- 06Measure conversion and results by stage.
Digital funnel
How it works.
- 01
Acquisition
The lead comes in
- 02
Analysis
Their situation is understood
- 03
Offer
A proposal is generated
- 04
Sign-up
Documents and activation are completed
- 05
Follow-up
The result is updated
In one sentence
eSave can support the entire flow; when an operation requires external switching, it integrates with the relevant third party.
Products
One piece or the whole process. Your call.
Start where you have the most friction today and add new capabilities as your business needs them. Each eSave solution can work on its own or combine with the rest to build a tailored sales process. We integrate with your current channels, systems and processes to build on what already works.
Works well with
Request a demo
Want to see how eSave would fit into your process?
Tell us how your funnel works today and we’ll show you what we can digitise, automate or connect.