Blitz - The Solution to Your Lead Management Needs
As you know, sales requires constant attention to detail and careful actions. It requires extensive knowledge of the product, but more importantly about the prospective customer. Blitz Lead Management can be an invaluable tool for insurance sales managers. It offers a number of powerful features that increase productivity in an easy to use and convenient package.
Importing Lead from Virtually Anywhere
Blitz Lead Manager allows users to import leads from an Excel spreadsheet, all the while maintaining custom field names. This means that leads obtained from lead generating source, such as Sales Genie, Reference USA, and Hoover can easily be put into the system without manual entry.
Add Lead History Entries on the Fly
Blitz Lead Manager features custom “Lead Log Quick Adds,” which allows a salesperson to update the progress and status of a prospective lead without having to type out a lengthy entry!
Accessible from ANYWHERE
Blitz Lead Manager is a web-based application, meaning it requires only an internet connection and web browser to access. This comes as a huge advantage for sales associates who work from the road or are often out of an office environment. It also means that you have no software to install, maintain, or update and therefore no required IT department to watch over it. All of your lead information is stored online in a secure database featuring SSL data encrypted connections and automatic daily backups!
Reporting Features for Managers
Need to see the big picture on all of your leads? With powerful reporting tools managers can see where their leads stand by category, and can even see who their most productive employees are with the click of a button.
In addition, the “Dashboard” allows managers to easily see a breakdown of recent activity on leads.
Quick Data Overview
The initial “My Blitz” homepage gives users a quick look at where all of their leads stand. It features a comprehensive look of all of the information pertinent to their success, such as:
- Leads by status
- Email Information
- Upcoming Appointments
This quick overview reduces wasted time figuring out where you stand and what needs to be done.
Quick Lead Locating
No more digging around for lead information will ever be required with the “Lead Quick Search” feature. Simply type in the name of the lead and easily find the information you are looking for.
Powerful Communication Tools
Blitz Lead Manager allows for quick and easy email communication. Create, use, and save email templates for quick communication with clients via email. The system also allows you to upload and save attachments for emails.
Stay on Top - Never Miss an Appointment
The Blitz Lead Manager scheduler allows you to add new appointments with individual leads to your and your associates schedules. These appointments can send out automated emails to remind you of the appointment ahead of time. Best of all, these appointments can be synced to Outlook for added assurance.