Marketing & Sales Execution Platform

Join 650+ happy businesses growing with LeadSquared

Lead Capture Automation

Marketing Automation

Lead Management & Distribution

Sales Prioritization

Sales Recommendation

Sales Execution

Lifecycle Management

Marketing & Sales Reports

Integrations

New Sales Management Partner Management

Subscription Renewal Automation

Up-sell Opportunity Identification

Signal Tracking

Customer Segmentation

Up-sales / Cross-sales Reports

LeadSquared Touch Points for Marketing & Sales Execution

NEW SALES GENERATION

Lead Capture Automation

Lead Distribution Lead Qualification Sales Prioritization

Their quality is then auto-determined

Leads are prioritized for salespeople to

follow

Leads are captured from all sources

Which are then distributed based on multiple criteria

Components of New Sales

Marketing & Sales Analytics

Sales Automation Sales Tracking Marketing Automation

Sales performance tracking + geo-tracking of field sales

people

Automate marketing campaigns to run simultaneously

Complete marketing and sales analytics

Salespeople are notified of lead activities & sales tasks

LEAD CAPTURE AUTOMATION

Capture Enquiries from All Your Channels & Campaigns

Partners

IVR/Telephony

TV, Radio etc.

Identify the campaigns generating the maximum number of calls and reinvest accordingly

Capture Inbound Phone Calls as Leads

Inbound calls captured as lead

Incoming call555-5555555

Dhivya B

Capture Leads and Subscribers from All Online Sources – Website

Chat & other forms

Phone calls

Via offer forms/ landing pages

Email IDs

Subscribe to our newsletter

Subscribe Now

Web popup

Start chatting!

Chat with us now

Name

Email ID

Via push notifications

Want notifications on latestoffers?

Yes No

Campaign Level Tracking in Facebook Lead Ads

Visit https://www.abccompany.com/

Webinar on Offbeat & Emerging Marketing Channels this Thursday at 3:00pm IST | 9:30am GMT: http://bit.ly/2taK6WU Book your place now!

1 month ultra free pack offer!

ABC Company

1 2 3

ABC Company ABC Company

Your info has been sent to ABC Company. We’ll be in touch!

GCLID Tracking in Google AdWords

• Source

• Medium

• Campaign

• Ad Group

• Keyword

• Match type

• Ad Creative

• Etc.

LeadSquared

Lead

gclid=HDyd66sj

gclid=HDyd66sj

http://gclid=HDyd66sj

Your Website

Tap to addlead instantly

Tap to confirm new

lead

Capture Leads During Offline Activities Using Forms or Mobile App

Capture Leads from All Channel Partners and Sales Agents

PARTNER IN NEW YORK

PARTNER IN AUSTIN

PARTNER IN SEATTLE

Get Complete Lead Source Analytics

Partners Inbound phone calls Offline Activities Social Media

145 leads

119 leads

262 leads

86 leads

134 leads

Website

Key Lead MetricsLead Sources

Leads added today

145

Leads added this week

567

Total leads

6567

Best lead source

Website

Get Analytics Based on Source of Origin and Conversion

Leena RoyFemale, 35 years

Lead Score 23

Lead Stage changed Interested in

Product A

Filled Need a call back for guidance

Send email with subject “We’ll get

back….

9: 34 AM

8: 21 AM

8: 09 AM

Source of Origin

Source of conversion

MARKETING AUTOMATION

YesNo

Lead CreatedSubscribed for newsletters

Send Email/SMSNew offer on Service D

If/ElseClicks on the offer + requests a call back

Change stage to “Opportunity” Keep sending offers periodically

Send Relevant Messages to Leads Based on Their Actions & Stages

Set task for sales person to call

Using the Exact Mode of Communication They Opt for *Few modes of communication need integration

Push Notification

SMS

Emails

Google Remarketing Facebook Retargeting

LEAD MANAGEMENT

Built to manage millions of leads & activities + thousands of campaigns smoothly

Interested in Service A Interested in Service B Interested in Service C

DISTRIBUTION CRITERIA

Delhi Team Chicago Team

(City / Region / Product / Service / Plan)

Automatically Distribute Leads to Different Regions, Teams and Salespeople

Field sales people present in the area

Use Advanced Distribution, Redistribution and Capping Logic

Round Robin

Not available

Availability based distribution

Performance based distribution

User 2User 1

Stop allocation when leads/user/day = 20

User 3

Notify Sales Reps on Their Phone & Email When They Are Assigned a Lead

4 leads assigned4 leads assigned

LEAD TRACKING

Track Lead Activities + Notify Sales Person to Take Action

Web pages visitedTrack the plans most popular among the visitors, the time spent on each page, and the products that are most viewed

Communications tracking

Track the forms filled by the users, the emails being sent to them, the links that they click, phone conversations that happen etc.

Sales notifications

Notify the sales person when an important activity occurs, like when a

lead asks for a call back for a demo

Leah DavisFemale, 35 years

Lead Score 23

Viewed Services page for 3 mins

Filled Need a call back for expert guidance

Send email with subject “We’ll get back….

Notify sales person to call him back

9: 34 AM +3

+7

+7

+3

8: 21 AM

8: 09 AM

7: 30 AM

Easily capture how your user’s interact with leads

Inbound SMS: Interested in a guidance call

Inbound Phone call: Spoken with the lead for 3 mins

Capture All Sales Interactions with the Lead

Keep Updating the Additional Lead Information Captured at Each Step

And use it to laser target your marketing and sales actions

Use conditions like lead score, activity, region etc. to create lists automatically

Create Static and Dynamic Lists for Sales & Marketing Actions

Location - Miami

Designation - CEO

Interested in - Product E

Identify Entry and Conversion Sources for Leads

Lead enters from one source – Facebook

In 10 months

Lead gets reactivated through Chat

Buys Service D

Source of Origin: Facebook

Source of conversion: Website chat

SALES PRIORITIZATION

GRADE (A) LEADS GRADE (B) LEADS GRADE (C) LEADS

QUALITY SCORE > 8 5 < QUALITY SCORE < 8 QUALITY SCORE < 5

Help Your Team Identify the Best Sales Opportunities

Call immediately Call when lead score exceeds 100 Don’t call. Nurture with marketing campaigns

Completely Customize Quality Criteria

Pricing pageFacebook >5 minutes

Lead Source is Visited web page

A lead is high quality if

Time spent on website

ACTION RECOMMENDATION

Recommend the next Best Action for the Sales People

John BennettMale, 35 years

Lead Score 23

Asked to be called back for Service A

Jane MatthewFemale, 24 years

Lead Score 10

Browsed Service B for 5 minutes

Location Occupation Stage

Chicago CEO Opportunity

Location Tenure Occupation

Austin 1 year Marketer

• Call within 30 minutes• Give details of the product

Suggested action Suggested action

• Send email with Quote details• Call in 24 hours if link is clicked

SALES EXECUTION

Give Your Agents Sales Execution Enablers – like Fast Dialing

John BennettMale, 35 years

Lead Score 23

Asked to be called back for Service A

Location Occupation Stage

Chicago CEO Opportunity

Call John now

Send Email

• Call within 30 minutes• Give details of the product

Suggested actionSend SMS

Give Agents Role-Based Permissions

Sales Manager

Can access and edit all leads

Sales Agents

Can access and edit only their own leads

SALES REPORTS

Leads by stages

Prospect

Follow up

Customer

Sales manager has full visibility of activities and performance of his field sales team

Sales person performance

Ben

Adam

Susan

98 leads

64 leads

36 leads

13 deals

7 deals

11 deals

Profitable lead source

Referral

Online

Phone

223 leads

134 leads

219 leads

Track the Performance of Your Lead Sources and Salespeople

Dig down into Individual Salespersons’ Performance

Salesperson # of leads # of activities

Susan White 182 35

Adam Martin 50 10

Lily Collins 120 24

Megan Scott 145 32

Lead name Phone Activity note Date

Ronald Brown 7888767554 Follow-up due 17/5/2016

Harry Thomas 9877876547 Bought. 12/5/2016

Brandon Smith 9887654545 Met in person.

Seems interested

3/5/2016

Adam Martin3 meetings today14 tasks completed

50 Prospects

30 Follow ups

9 Customers

Track Every Movement of Your Field Sales Team

Tell Your Field Salespeople Which Leads Are in Their Vicinity

Know How Many Tasks Are Pending on Individual, Team and Regional Level

Tasks Pending

Dean Abbott

Leads not contacted

Pending Tasks

Mary Shaw

Leads not contacted

Pending Tasks

Ricky Penn

Leads not contacted

Pending Tasks

123

53

30

66

20

25

!

50 Prospects

30 Follow ups

10 Customers

New York

67 Prospects

33 Follow ups

16 Customers

Seattle

34 Prospects

23 Follow ups

6 Customers

San Francisco

Know Your Sales Funnel by Region

Get Complete Revenue Performance Reports

Website Partners TV AdsPPC

$78K

$180k

Revenue by lead sources

Social Media

$100K

$54K

$90K

Revenue by region

NEW YORK

Service A

Service B

Service C

$60k

$78k

$32k

AUSTIN

Service A

Service B

Service C

$30k

$20k

$27k

Revenue by region

Time Taken to Sell a Service

Service A Service B Service C

27 days

35 days

2 days

INTEGRATIONS

Effortless Integrations

Integrates with all the popular marketing, sales, telephony and call center apps

Check all integrations at Apps Marketplace

Or, Build Your Own Using APIs and Webhooks

With LeadSquared APIs, you can

▪ Create and update lead records

▪ Convert a tracked online visitor to lead

▪ Fetch lead record

▪ Post activities on leads

▪ Create and update tasks

▪ Capture sales activities like sales or product or service

▪ Manage leads in lists

▪ Or carry out any other custom action that’s a part of your process

http://apidocs.leadsquared.com/

UP-SELL / CROSS-SELL

Jim ScoutMale, 34

Purchased Service B

Opportunity

Might buy Service D

Sales PredictionVery high

View more details

Notify Sales Agent When There’s an Opportunity for Cross-sales

Categorize Customers Based on Revenue, Lifetime Value and Future Potential

Potential customers forService C

Potential customers forService D

Up sales Report

Martin Jacob

Number of Up Sales

Order Value

Leena Gomes

Number of Up Sales

Order Value

Tom Alter

Number of Up Sales

Order Value

66

$31

k

41

$13

k

35

$16

k

Cross Sales Report

Martin Jacob

Number of Cross Sales

Order Value

Leena Singh

Number of Cross Sales

Order Value

Tom Alter

Number of Cross Sales

Order Value

12

$51

k

18

$5k

9

$12

k

Up-sell/Cross-sell Reports

Build highly efficient marketing and sales teams with

Some of our clients

MARKETING AUTOMATION

LEAD MANAGEMENT

SALES PRIORITIZATION

SALES EXECUTION

MARKETING, SALES & REVENUE ANALYTICS

India’s most loved Customer Acquisition Platform

Land More Leads, Close More Deals

Try LeadSquared for Free