Name: LeadPerfection
Author: RJR Technology

Help Desk

Web and Video Conferencing

Customer Support

Automation Testing

Image Recognition

Development

Academic Advising

Education

Business Intelligence (BI)

Collaboration

Contract Management

Supply Chain Management

Enterprise

Accounting

Cash Flow Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

HR Service Delivery

Payroll

Talent Intelligence

Talent Management

Technical Skills Assessment

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Data Integration

Data Mapping

Data Privacy Management

Database Load Balancing

Database Performance Monitoring

Debugging

Edge Computing

Event Monitoring

Fraud Detection

Governance, Risk & Compliance

IT Asset Disposal

Integration Platform as a Service (iPaaS)

Internet Security

Managed Hosting

Master Data Management (MDM)

Network Diagnostics

Network Performance Monitoring

Secret Managers

Security Analytics

Storage Management

Tape Storage

Unified Endpoint Management (UEM)

Virtual Private Cloud (VPC)

WAN Optimization

Wireless LAN

Wireless WAN

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Audience Intelligence

Community

Computer-Assisted Translation

Content Management

Digital Rewards

Email Marketing

Marketing Analytics

Marketing Automation

Predictive Analytics

Social Media Analytics

Social Media Management

Survey & Forms Building

Video Collaboration

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Consulting

Sales

Microsegmentation

Security

Animation

Chargeback Management

Chiropractic

Construction Management

Tax Practice Management

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

HubSpot CRM

HubSpot

Salesforce Sales Cloud

Salesforce

Zoho CRM

Zoho

Microsoft Dynamics 365

Microsoft

Insightly

Unbounce

Pipedrive

Pipedrive Inc.

SAP Sales Cloud

Sugar Sell (SugarCRM)

SugarCRM

Bigin by Zoho CRM

LeadPerfection is an enterprise-level solution designed to manage companies operating in the Home Remodeling and Home Services industries. According to the vendor, it functions as a web-based CRM system that automates lead management, streamlines sales processes, and provides valuable insights into sales performance. LeadPerfection caters to businesses of all sizes, from small enterprises to large corporations, and is utilized by professionals in various fields, including Home Remodeling, Home Services, Replacement Contractor, Remodeler, General Contractor, HVAC Companies, Roofing Companies, Kitchen and Bath Remodeling Companies, Exterior Remodelers, Bathroom Remodeling Contractors, and Window Companies.

## Key Features

**Lead Automation**: According to the vendor, LeadPerfection offers automated lead filtering and prioritization based on predefined criteria, enabling teams to focus on the most promising opportunities. It seamlessly integrates with lead generation sources, ensuring a continuous flow of high-quality leads. The system provides real-time lead tracking and monitoring, empowering data-driven decision-making.

**CRM Success**: The vendor states that LeadPerfection provides a centralized repository for storing and managing all leads, offering a comprehensive view of each lead's journey from acquisition to conversion. It offers advanced lead tracking and follow-up capabilities to maximize conversion rates. The system facilitates efficient communication and collaboration among team members, streamlining workflows and handoffs.

**Sales Management**: LeadPerfection provides instant insights into sales performance, including key metrics such as conversion rates, revenue, and sales representative productivity. The system offers comprehensive reporting and analytics, enabling users to identify trends and areas for improvement. Efficient appointment scheduling and management optimize sales representatives' time and ensure optimal coverage.

**Proven Growth**: According to the vendor, LeadPerfection is specifically designed to help companies in the Home Improvement industry achieve growth. The system offers customizable dashboards and reports, allowing businesses to track and analyze crucial metrics. LeadPerfection provides tailored tools and features to meet the unique needs of the Home Improvement industry, enabling companies to stay competitive and achieve their growth goals.

**Seamless Transition to LeadPerfection**: The vendor guarantees a smooth transition process from the current CRM system, minimizing downtime and disruptions. LeadPerfection's experienced team ensures a full migration of data from the existing system, facilitating a seamless transfer of information. Additionally, comprehensive training and support are provided to ensure a smooth adoption of the system.

**Sales Rep Scheduling**: LeadPerfection allows users to enter schedules for all sales representatives, facilitating efficient appointment booking. Users can define availability for each sales representative with up to six timeslots per day. The system supports multiple sales office capabilities, enabling the definition of coverage areas and the assignment of representatives.

**Appointment Setting**: The vendor claims that LeadPerfection enables efficient appointment scheduling by estimating driving time between appointments and considering various factors such as road types. The system displays upcoming appointments closest to new prospects, minimizing travel time for sales representatives. Users can view scheduled appointments in various formats and manage the confirmation process using built-in components.

**Production Management**: According to the vendor, LeadPerfection helps organize and analyze work-in-process, allowing users to identify cases where jobs are running past due. Users can specify milestones in the project lifecycle and color-code them for easy problem identification. The system provides reports to analyze cycle time, helping identify delays and improve cash flow. Analyzing cycle time can also contribute to reducing cancellation rates by identifying projects that progress further and faster.

Free Forever

CRM Bundle

ActiveCampaign helps small teams power big businesses with a platform for intelligent marketing automation. It provides email marketing, marketing automation, and CRM tools that help businesses to create incredible customer experiences.

Starter

Plus

ActiveCampaign

LeadPerfection

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

RJR Technology

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

LeadPerfection

Overview

What is LeadPerfection?