SERVICE MANAGER PLUS

Sales LeadInstructional Slide Show

What is Sales Lead and why do you need it?

You have several technicians on the road everyday coming across potential customers.

Why not use them to also capture some new business?

How does it work? Scenario:

• Your technician Steve is at your customers house performing his job. In comes his nosy neighbor John, and asks questions about the work.

• John just became a sales lead and a potential customer.

• Technician Steve goes to his mobile app and puts in some basic information about John.

• Your office staff calls John within the hour and captures new business.

Step 1. Create a sales lead from your mobile and assign it to a sales person or office staff

Step 2. Sales person or office staff calls customer within hour to capture new business

TechnicianSales person

orOffice staff

Customer

Timely Contact = Realized Revenue

Easily track sales lead to provide incentives for your technicians.

Free sales. It’s a win-win.