Lead Tracking & Management

Automate lead processing and distribution
Today's marketing organizations are responsible for much more than advertising based demand generation.  Marketing operations must manage leads from source to the completion of the sales cycle.  With leads coming in ever greater quantities from a wider range of sources than ever before, automated lead processing has become an imperative.

LeadFlow is SmartSource's solution for creating lead management applications that are designed specifically for your unique sales cycle.  From fully on-line to hybrid on-line and direct sales lead processing, we can implement and host a customized solution for your business.  You'll get better lead conversion by speeding up the sales process and reducing lost leads.

How SmartSource LeadFlow Works
LeadFlow is a hosted application that uses workflow technology to automate the processing steps that your organization uses to capture, validate, qualify and score leads.  Our applications are fully hosted, software-as-a-service (SAAS) applications that integrate with your existing CRM and web site applications. Leads are fed to the application from virtually any source – individually or in batches.  Once a lead has been assigned a workflow ID, the application can manage the lead from beginning to end over its full life cycle of days, weeks, months or more.

Building Blocks
Using Microsoft WorkFlow Foundation technologies along with our proprietary component modules allows us to build applications in as little as a few days. Changes are easy as you evolve and improve your procedures.

• Workflow – We use a mix of pre-defined workflow components to capture data, update databases, validate addresses and score leads.  These are combined with components that uniquely address your sales cycle and lead processing requirements.  Regardless of how you define your lead processing cycle, we can automate each step of the process.
• Email notifications – Lead tracking and alert processing use email trigger-messages to prospects, sales representatives, VARs and other partners involved with direct sales activities.
• On-line surveys – Lead qualification uses on-line surveys to learn more about prospects.  Survey results can be used to trigger follow-on actions – a sales call, a customer service inquiry or even another workflow for a specific purpose.
• Data Validation Services – As a Melissa Data licensee, we can validate your leads against postal address files as well as testing email addresses for deliverability.
• Web services integration – Integration with other web applications and databases is facilitated by an open web-services interface.

We welcome the opportunity to discuss your lead management needs and to discuss how we can provide a unique solution for your leads.