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Efficient Appointment Setting
Appointment Setting
✓ Automate ✓ Grow ✓ Profit
With a new prospect on the phone, LeadPerfection can search the schedule in an instant, and display all of the upcoming appointments nearest to the new prospect. It will display the estimated drive time in minutes between each existing appointment and the new prospect so that the agent can select the most appropriate timeslot for the new prospect. This can significantly reduce travel time for a company’s sales reps and allow more appointments to be run during peak seasons.
One of the most important features of LeadPerfection is the way in which it manages the existing lead pipeline. Every lead in the system is categorized into user-defined “calling queues”, which determine the frequency and priority in which leads will be redialed. This allows your staff to concentrate on the most important leads, but offers the opportunity to continue working leads which have been in the pipeline for a while, assuring that an adequate number of dialing attempts is made before giving up. A simple screen exists where you can quickly see exactly how many leads exist in each category of the total lead pipeline. This helps manage staff and determine the appropriate level of dialing which should be done each day.
LeadPerfection offers about a half dozens ways to view your scheduled appointments. You can view them for one day in detail, for many days in summary, in tabular format or graphically as a function of fulfillment of sales rep requests. Or in the example here, in a monthly calendar layout.
There is also a built-in component for managing the confirmation process, whereby calls to prospects will be made in order to confirm the upcoming appointment a day or two in advance. This ties in directly with LeadPerfection’s “Get Next to Dial” feature.’
WE COME HIGHLY RECOMMENDED
See why the leaders in Home Improvement Choose LeadPerfection
LeadPerfection is the Home Improvement industry’s all-in-one system for:
Lead Automation:
Put the best leads in front of your call center, automatically
CRM Success:
All of your leads, all in one place, and easily monitored every step of the way
Sales Management:
Get instant, up-to-date insights into sales performance
Proven Growth:
Grow like the best companies in the industry with an intuitive and proven CRM
Seamless Transition to LeadPerfection
Our Clients:
Step #1
Our team performs a full Migration of your data from your current system and uploads into LeadPerfection.
Step #2
The LeadPerfection Account team trains your team on how to use the system for peak performance.
Step #3
We seamless start the forwarding all leads to LeadPerfection and support your team while they get used to the new system.
Let's Build Something Together!
✓ Automate ✓ Grow ✓ Profit
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(800) 824-3527
404 Glen Cove Ave – Suite 102
Sea Cliff, NY
11579 United States
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