Salespanel provides a real-time lead aggregation, tracking, and data platform to help marketers effectively manage leads and create a seamless bridge between marketing and sales. Management on Salespanel starts from the time leads visit your website for the first and works till the end of the customer lifecycle.
With Salespanel, you can manage individual signed up leads, company accounts and also anonymous visitors. Leads who have not signed up are marked anonymous. These leads can be qualified and retargeted for nurturing. When they sign up, they show up in the Leads section on your account. Anonymously visiting companies that are identified from your website are shown under Visiting Companies.
Profile and activity data is captured for both signed up leads and company accounts. You can then segment these leads and also create lead scoring workflows to qualify them.
Once leads are qualified, a process can be set up where qualified individual leads are automatically sent to sales CRM and accounts who match your customer profile are sent to your sales prospecting tools. You can also add your team members directly on Salespanel to help them track leads and get notified.
Salespanel then brings data from sales back to marketing for more powerful data and segmentation that helps in creating personalized nurturing and retargeting framework for your leads.
Salespanel provides triggers that help you automate tasks like lead export, notifications, nurturing, etc. We have discussed this in detail in the marketing automation section of our helpdesk.
You can create reports for all of these marketing campaigns and run optimizations based on performance data.
For customers that have already been sold to, Salespanel tracks their behavior and helps you automatically detect churn and run re-engagement campaigns and offers.
Here’s a chart to help you understand Salespanel’s lead management system: