Prospect Management

to create a focused prospect generation

Develop tasks to engage prospects and effectively manage the sales cycle for each prospect and generate a qualified list to place them in next stage of the sales cycle.

Prospect Management

Assign Unique Tasks for Each Prospect List.

Create a competent strategy through multiple channels to help reps assess what works to in a unified environment.

prospect management leave note
use advanced filters

Use Advanced Filters

Use comprehensive filters to examine your data by account, cadence, team, and prospects according to the due dates, status, and assignee to close deals promptly.

monitor account activity

Monitor Account Activity

Keep track of when and how frequently the account has been tapped, with a description of the activity performed, like emails, voice calls, or the last approach.

contact your prospects

Contact Your Prospects

Allow leaders to manage sales calls with total insight into conversations and rep performance by integrating one-click sales calling and texting into your process and workflow.

create email templates

Create Email Templates

Quickly create customized templates based on the customer approach process and send follow-up emails or customized emails to your prospects through an email provider integration.

automate client calls

Automate Client Calls

Deploy the PBXPlus dialer to the app and make cold calls to prospects without switching programs.

What Is Prospect Management?

Prospect management is the systematic process of determining who can engage a certain prospect, when and for what purpose. It also includes the data collection required to establish organisational details for the relationships we build with prospects.

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