Teams and dashboards
Managers see what their reps capture as it happens: how many leads, how many are qualified and hot, pipeline by currency, and how quickly each lead got its first message. They can hand leads to the right person, nudge the ones going cold and export the list.
What it does
Every figure is counted from the same leads, so the parts add up to the total and to the list underneath it.
Set a target for leads, for qualified leads and for pipeline. The Overview shows progress against each while the event runs.
Hand one lead or fifty to a person, or split them across a team: each goes to whoever has the fewest open. Undo for two minutes.
The longest wait is at the top, each with a Nudge button. The nudge is written in the lead's history and sent to its owner.
Owners, company and branch admins, sales managers and teams. Everyone sees their own leads and those of the people below them.
Every admin change, handover and export is written to the audit log, with who did it and when.
How it works
Set the event up once. The numbers then keep themselves.
Name, dates, venue, city and stand, with targets for leads, qualified leads and pipeline.
Each lead is tagged with the event and the company it is for, on the stand, with or without signal.
On a desktop or on your phone. Narrow it by event, company or branch, team and period.
Hand leads on, nudge the hot ones nobody has touched, and open any rep's list.
The same leads as a spreadsheet, with times in your workspace's time zone.
In detail
My team shows today's leads, hot leads, overdue tasks and who has checked in, team by team. Tap a person to open their leads. New leads that need an owner wait at the top with one button to hand them on.
Good to know
Questions
Yes. The Overview updates as reps capture. It shows leads against the event's target, qualified and hot leads, pipeline by currency, leads by hour and how quickly each lead received its first message.
A manager selects one lead or many and hands them to a person, or splits them across a team so each goes to whoever has the fewest open. The new owner is told, the lead's open tasks move with it, and the handover can be undone for two minutes.
After one day with no call, email or message, the lead appears on its owner's reminder. After two days a hot lead is sent to whoever is above the owner. Managers can also nudge the owner with one tap.
Yes. SEL XP models a group as companies and branches, each with admins, sales managers and teams. A rep can sell for more than one company, each lead is tagged with the company it is for, and people see their own records and those of the people below them.
Yes. Each event can have three targets: leads, qualified leads (hot and warm) and pipeline in one currency. The Overview shows progress against each when you choose that event.
The rest of the product
See it with your team
Tell us how your team sells: on customer sites, on the road or at exhibitions. We will show you the app with your products, your team structure and your CRM in mind.