Simple, intuitive tool for managing leads
October 23, 2015
Simple, intuitive tool for managing leads
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with LeadSquared
Ezetap uses LeadSquared to track our sales in the retail channel. The product is used by our retail sales managers, and our third-party agents who are on the field selling our products.
We picked LeadSquared as it fit our business needs perfectly - we need an easy way to create and track leads on-the-go, and various roles/access levels as we work with different third-party agencies.
We picked LeadSquared as it fit our business needs perfectly - we need an easy way to create and track leads on-the-go, and various roles/access levels as we work with different third-party agencies.
- Concept of Groups and Roles
- Customizable Fields
- Dashboards
- Prompt Support
- Since most of our agents are out on the field, and sometimes in areas with poor network connectivity, we need a way to store records offline.
- Auto-population of certain fields based on rules. For example - I have two fields - City and Zone. Zone should auto-populate based on the City selected. I should be able to create these rules as an Admin.
- Support on older Android versions. Currently, LeadSquared works on Android OS versions 4 and above. It would be great if lower versions are supported since our agents have older phones.
- Viewing groups in csv downloads. When we download a csv of a particular list, the Group field is not visible as it is not a lead-level attribute.
- Efficiency in tracking leads and productivity of Sales Executives
- Forecasting Sales numbers
- Conversion metrics