eLeads · Business systems

Every lead, with context and follow-up through to the result.

A platform for the sales team to manage opportunities, follow them up and analyse what ends up converting.

How it works

  1. 01InputThe lead is created or received
  2. 02ContextAvailable information is attached
  3. 03ManagementThe agent works the opportunity
  4. 04Follow-upIts status is updated
  5. 05ResultConversion is measured

The challenge

A lead loses value quickly when it arrives without context, has no next step or its status is scattered across tools.

What it does

eLeads centralises the day-to-day management of opportunities and keeps the information needed to work each one attached to it.

eLeads

What you can do.

  1. 01Centralise leads from different channels.
  2. 02View customer information and where they came from.
  3. 03Link offers and data generated during the process.
  4. 04Update and track sales statuses.
  5. 05Make agents’ daily work easier.
  6. 06Analyse results and effective sales.
  7. 07Connect with other systems when the main CRM stays outside eSave.

In one sentence

eLeads focuses on the day-to-day management of the lead; Digital funnel covers the complete acquisition and sign-up journey.

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

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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.