Now Generate and Manage Sales and Customer Service Leads using Simplify360

Now Generate and Manage Sales and Customer Service Leads using Simplify360 admin
Image credits: csrbusiness.com

Image credits: csrbusiness.com


 
Simplify360, the leading Social Media Management Platform for Social Business Analytics and Multichannel Engagement has launched the latest version with additional user friendly features on lead management and lead analytics.
Lead Management has become essential for any business. Simplify360 is providing features addressing this need in its latest version. As part of this upgrade, many improvements have been made to the lead management feature.
Rohit Gupta, CTO and Co-Founder of Simplify360 stated, “With advanced Help and Lead Management Systems, Simplify360 users can execute social conversations much more intelligently. The new features increase the productivity of the users as they now have a more holistic view of the customer and also more information at hand.”
Talking about the development Simplify360, CEO Bhupendra Khanal said, “Generating and managing leads was never so easy through Social Media. Enterprises can now generate social leads based on listening or through campaigns, and use Simplify360 as the end to end Customer Management Platform.”
The improvement includes new workflow, look and feel to lead management, and leads can now be exported to an excel sheet.
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Menu is provided on the left to navigate through different sections of lead management


 
Also with this upgrade more filter options are added to enhance user experience. Below given is the filter options introduced.
Filters in lead management

Filters in lead management

 
Workflows for leads are introduced for a better management of leads in the application. Below is an example wherein you can see the lead state is set to “Open”.

Lead in open state

Lead in open state


 
Now to work with the new workflow a new set of actions are needed. Different workflow actions are provided for the lead as shown below. Important to understand is the implication of each action shown below as it is critical to the workflow. 

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Simplify360’s latest upgrade introduces an interesting feature like lead analytics. Lead analytics is implemented to have a graphical representation of leads and their states. This way suitable action can be taken to handle a lead.
This new addition of lead analytics gives a detailed analysis as it is divides the data into lead workflow by user, lead trend, lead user distribution, lead stage distribution, lead source distribution and lead salutation distribution.
Under the lead workflow statistics by user it helps in understanding the count of leads in each user name and the state of leads.

Lead workflow statistics by user table showing the leads and their status in each user name

Lead workflow statistics by user table showing the leads and their status in each user name


 
Then there is also a way to have the graphical representation of the leads in each user name and the status of the leads. This will give a better view of who got more leads, what state of leads are more in each user name.
Lead workflow user status statistics” showing the user wiser leads and their status

Lead workflow user status statistics” showing the user wiser leads and their status


 
The tool now allows users to see leads trend. This will give a chance of assessing on how lead generation is happening across days. This study of trend will help users in understanding, planning and managing future leads.
Lead trend showing the leads created on each day

Lead trend showing the leads created on each day


 
Leads user distribution is a count of total leads under each user name present in the team. Below graph shows the distribution between two users NagarjunReddy and Alexxmercer. This distribution will help management and team in future work allocation.
Total comparison of leads in each user name

Total comparison of leads in each user name


 
Leads stages distribution is all about the count of leads in each lead workflow stage. The distribution can be seen from this below graph. This helps in understanding the progress made with lead management.
Lead stages distribution graph

Lead stages distribution graph


 
Leads distribution based on the salutation of leads are represented in the below graph. This can be used by users to understand about the target customer.
Leads distribution based on salutation

Leads distribution based on salutation


 
Leads source distribution is important information which any user will want to know. This provides them with the information on which channel to target in future. By identifying a particular channel the users can in future focus there for more leads. In here the leads created from Twitter, Facebook and other sources are shown. This shows which source is getting more leads.
Lead source distribution graph

Lead source distribution graph


Simplify360 believes in discovering new ways of enhancing their product to maintain their lead in the industry and to deliver the best to its clients. Simplify360 has once again reinforced its leadership by coming out with an innovative and extremely user friendly features on lead management.
 
 

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