M1 Lead management enables companies to document all activities in the pre-sales process, with the ability to analyze marketing programs to determine the most effective marketing strategies.
Leads of M1 Lead Management Module: Create leads for all enquiries you receive relating to your products or services. Record the expected close date and potential revenue each lead should generate. Use leads to predict the future potential revenue.
Marketing Programs of M1 Lead Management Module: Create a program for each marketing activity you perform. Assign start and end dates, the cost of the activity and the revenue generated from the program. Use this information to identify the most effective marketing strategy for your business.
Competitors of M1 Lead Management Module: Assign competitors to your leads and track your competitor activities, pricing, strategies, products etc..
Milestones of M1 Lead Management Module: Milestones measure the stage at which each lead is. Assign a confidence factor to the milestone to record the likelihood of the lead converting to a sale. Use milestones to develop a successful sales process flow.
Create Quotes and Orders of M1 Lead Management Module: To save time while working on a lead, use the shortcuts to quickly create a quote or an order. Information from the lead is automatically inserted into many of the quote and order fields.
Resolution of M1 Lead Management Module: Track the reasons why leads are closing. Examples include win, loss to competitor, project cancelled etc. Analyze the resolutions to understand your product or service in the marketplace.
Leads Expected to Close ... Two standard searches exist to display the leads expected to close this month and next month.
ECi Software Solutions are an ERP Software development company entirely dedicated to setting the standard in enterprise resource planning (ERP) software and providing world class customer support. ECi M1™ is designed for the small to medium manufacturer that requires total integration and automation from quoting through invoicing and is capable of flexible and fully supported customisation that ensures your most valuable and unique business processes can be handled with ease. With M1’s comprehensive features and ECi Software Solution's reputation for world class support more than 700 manufacturers in Australia, New Zealand, United States of America, Canada and the United Kingdom are enjoying the benefits of this cost-effective and user friendly solution.