23
MLeads Never Lose a Lead Again.. Mobile App User's Guide

Sales Lead Management that is Easy, Effective & Smart!

  • Upload
    mleads

  • View
    710

  • Download
    1

Embed Size (px)

Citation preview

Page 1: Sales Lead Management that is Easy, Effective & Smart!

MLeads

Never Lose a Lead Again..

Mobile App User's Guide

Page 2: Sales Lead Management that is Easy, Effective & Smart!

Never Lose a Lead Again..

As you know, turning leads into sales is complicated, leads are difficult to capture and organize, follow-ups are difficult and sales cycles are long, ROI is difficult to measure, events are difficult to manage, dependency on support staff is frustrating and so on...

These were the drivers behind the need for an innovation for our company's Founder and CEO Mr. Manish Gorawala to develop an easy to use and powerful platform MLeads.

MLeads is a one-stop comprehensive platform for lead and event management automation.

About us

Page 3: Sales Lead Management that is Easy, Effective & Smart!

Never Lose a Lead Again..

What is MLeads ?

MLeads is a one-stop comprehensive platform for lead and event management automation.

MLeads platform empowers sales and marketing professionals for lead management automation as part of growing opportunities, reducing sales cycles and increase revenue. MLeads also empowers event organizers, meeting planners, networking organizations to have a tool which can help them from the aspects of managing events to provide value-add to attendees, exhibitors and businesses.

Page 4: Sales Lead Management that is Easy, Effective & Smart!

Never Lose a Lead Again..

Lead Management Feature

Unique and powerful lead retrieval methods

Personalized mass email follow ups using predefined

email message templates

Import and export data any source system to any

destination system

Share your products or services videos in seconds with your

prospects

One click Lead Research

Measure statistical report

WIFI IndependentShare Personal QR Business card and video profiles instantly with

prospects

Monitor ROI across sales and marketing team's productivity

and efforts in real-time

Page 5: Sales Lead Management that is Easy, Effective & Smart!

Install and Registration

How to install MLeads?To find and install MLeads for iOS: • On your iPhone, open App Store. • Tap the Search icon. • Enter MLeads in the search field. • Select MLeads in the search results to go to the app page. • Follow the standard installation procedure. • The procedure to find and install MLeads app for Android is

similar.

Sign Up/Sign In in to your accountTo launch the app, tap the application icon on the home screen of your Android device.

How to Registrar?

Current User:• Enter user id and password • Click on Log in

New User: • Click on email icon to Register • Enter all details require and click on Register• Click on OK• Enter User email id and password• Click on Login • Read Term and condition and• Click on Get Started

Step-1 Step-2 Step-3 Step-4

Page 6: Sales Lead Management that is Easy, Effective & Smart!

Overview MLeadsCapture Lead information during or after the event using MLeads. MLeads offers 8 quick ways to capture Leads.

Enter the information about the event you are going to attend to track your leads.

Enter the information about the Lead group to track your Leads.

Create predefined follow-up email template, with message text

representing different products or services your business offers.

Review statistical reports across your team. Import and Export your data.

Page 7: Sales Lead Management that is Easy, Effective & Smart!

Add Event Group

Click on event option on home screen

Click on Add on the Top left corner

Enter information of the eventClick on Save

Event Added Successfully

You can click on the event to view event options

Step-1 Step-2

Step-3

Step-4 Step-5 Step-6

Page 8: Sales Lead Management that is Easy, Effective & Smart!

Add Leads Group

On Home screenclick on Lead Groups Click on Add

Enter Require information And

click on save

Click on ok

Click on the Newly created Lead Group to use other option

Step-1 Step-2 Step-3

Step-4Step-5 Step-6

Page 9: Sales Lead Management that is Easy, Effective & Smart!

Add Email Template

Click on the Email templates option on the Home Screen

Click on the Add button on the left corner

Enter Subject and Click on Continue

Click on save

Click on ok

Step-1 Step-2Step-3

Step-4 Step-5 Step-6

Page 10: Sales Lead Management that is Easy, Effective & Smart!

MLeads Stream Lines Lead Management

Page 11: Sales Lead Management that is Easy, Effective & Smart!

Add Leads

Click on the My Leads option on the Home Screen

Click on the Add button on the left corner

Quick captures and organizes leads by events or Groups using any lead retrieval methods

Step-1 Step-2 Step-3

Page 12: Sales Lead Management that is Easy, Effective & Smart!

Leads Retrieval MethodsScan Business Cards

Scan the badge

Step-1

Step-2

Step-1

Step-2

Page 13: Sales Lead Management that is Easy, Effective & Smart!

Scan QR Code

Speak Leads

Step-1

Step-2

Leads Retrieval Methods

Leads Successfully added in your event or Lead group

Page 14: Sales Lead Management that is Easy, Effective & Smart!

Bump Leads Quick Notes

John Smith Marketing ManagerABC Company

Click on Bump Lead Go to settings and click on custom lead Qualifiers

Click on Quick Note

Write quick notes about leads

And click on save

Leads Retrieval Methods

Page 15: Sales Lead Management that is Easy, Effective & Smart!

Record Leads

Add Lead Manually

Manage Lead

Enter information about the lead and

click on save

From the Lead listing you can click on lead to

view Lead Action and Lead Research

Leads Retrieval Methods

Page 16: Sales Lead Management that is Easy, Effective & Smart!

Leads Research

One-Click Research on Lead

Page 17: Sales Lead Management that is Easy, Effective & Smart!

One click Follow up Action

Send Email using Predefined email template

Make phone call Send Text message

Add to address BookSave in the device

Create Moxtra Meeting through MLeads

Track and Maintain Expense on Leads

schedule meeting and send reminder mail

Schedule tasks

Create manually follow-up

Track Lead follow-up

Page 18: Sales Lead Management that is Easy, Effective & Smart!

Measure Statistics

• Measure ROI, ROO, and visibility into productivity across team

• Pipeline Report

• Statistical Reports

• Sales Cycle Report

• Product Interest by percentage

Page 19: Sales Lead Management that is Easy, Effective & Smart!

Import & Export Data

• Export your Leads in different format excel

• Export to Aweber and salesforce

• Import your Leads from different source system

• From excel file, Gmail, Yahoo, Aweber, Salesforce etc.

Page 20: Sales Lead Management that is Easy, Effective & Smart!

Team Management

You can check productivity of team

member

As Team Leader you can manage your team

Page 21: Sales Lead Management that is Easy, Effective & Smart!

The Right

process

The Right Tool

Success

In Summary

• Improve Productivity • Easily Measure your sales Team performance and

Effectiveness• Closed deal faster through team inputs and centralization

Page 22: Sales Lead Management that is Easy, Effective & Smart!

MLeadsBusiness Center, of Lansdale

650 North Cannon Avenue, Lansdale, PA 19446Phone:(267)263-3178 Fax: (267)-200-0026

Email : [email protected] [email protected]

For more in-depth features information, Logo on www.myleadssite.com

MLeads Support

Important LinksHow It Works? :

https://www.myleadssite.com/howitworks.phpInstant Support:

https://www.myleadssite.com/support.phpDemo and Training online :

https://www.myleadssite.com/webinars.phpFAQ :

https://www.myleadssite.com/faq.php

Page 23: Sales Lead Management that is Easy, Effective & Smart!

Download app from Apple, Google or Amazon app storeSearch for “MLeads”

Follow us on :

Twitter @MLeadsAppFacebook.com/MLeadsApp

MLeads 30 days free trial

Special Thanks from MLeads