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CLOSE MORE DEALS WITH EFFECTIVE SALES AUTOMATION
Sales Automation:
Spend less time managing and more time selling. Comprehensive and easy to customize, Lead Sentry empowers your organization to manage people and processes more effectively. Lead Sentry enables you to create and maintain lead management best practices using a customizable workflow engine, allowing sales professionals to focus on what they’re good at: selling and closing.
Sales Automation Benefits- Maintain consistent lead management best practices
- Custom workflow tailored around your business processes
- Focus on selling, not training
Streamline Your Sales Lead Tracking
Automatically import leads from any source or manually from any format. Create custom status and workflow that works with your unique organizational processes. Assign and re-assign leads with ease; and develop a pipeline that converts more leads into sold customers.
Sales Automation Features- Custom Workflow: Create a custom lead form with built-in field types including text, number, money, date/time, phone, email, state, zip code, social, checkbox, dropdowns, and radio buttons.
Custom status and actions provide the framework for consistent mortgage broker-wide lead processing, disposition and reporting, while built-in field validation ensures data integrity standards are maintained.
- Easy to Use: Our system is designed to make learning to use Lead Sentry extremely fast and easy. Lead Sentry was built using real world working knowledge from brokers, loan officers, and processors. Lead Sentry requires little user training, yet offers a robust feature set for all users.
- Organization: Hierarchical group management provides a framework for information workflow and security.
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