WebLink enables a form on a website to accept lead information
from prospective customers, and then compares this data to
existing information found within INFOtrac, so as
to eliminate duplicates and unclean entries. After this process,
the information is automatically added to INFOtrac,
where specific business processes can be automatically invoked.
A simple example of this follows:
1: Upon acceptance of a lead into INFOtrac, the
system will automatically assign the prospect to an appropriate
sales rep. This can be determined by any criteria that is
required: product group, territory, postal / zip code, as
2: The prospect can then be automatically sent an email
message to inform them that their information has been received,
who their sales rep. is, and when he/she will contact them.
In addition, company and product information can be attached
to this email, so as to start the information transfer required
to complete the sale.
3: INFOtrac can put a ‘pop up’ message
on the screen of the sales person to alert them of the new
sales lead that they have been assigned.
4: Action items will be added to the sales person’s
schedule to ensure that they follow up with the prospective
customer. The system can also be setup so as to prompt a sales
person to maintain contact with the prospect over time and
move them through the sales cycle.
Using such a system, sales leads can be collected from an
active website and automatically distributed to a sales team,
with all the required follow up activity automatically scheduled
and managed through INFOtrac. In addition, complete
reporting can be instantly provided (real time) to determine
the level of business that is being generated from web-based
or other marketing efforts.
is linked to a company’s accounting system, the ability
to tie revenue and purchase history with sales cycle activity,
permits powerful reporting that can help drive marketing directions
to higher dimensions.