A Project build to make a systematic management flow of leads generations and make business management workflow in a proper way.
An app that would help in managing of the leads properly and workout over it to achieve the desired goals.
The challenges encountered for this project includes:-
The agent’s details were maintained manually and keeping a check and handling all details was main concern and time-consuming. A system to hold all the data of the agents was needed.
The lead management system to be developed so that proper lead number will be diversified to the individual agent according to area.
A track towards all the leads needed to be kept to check conversion ratio and analyse agents work.
Risk profile conversion system to be generated to avoid impact on the business.
Our team developed an app which solved the concerns of the client and developed an efficient app:-
We used a sprint CRM for development of this app.
Database of all agents along with bifurcation of areas was done.
Flow of the lead from generation to closure was now easy to check and track due to a systematic management and tracking.
Also to increase the business through good performing agents, the system analysed monthly review of all agents and accordingly appreciation were given to those agents.
This systematic management for lead flow helped the client to align work in a proper way to achieve maximum conversion.
Reduction in trafficking and confusion in lead conversion due to systematics alignment of leads led to maximum conversion and growth in business.