Lead Management
- Lead intake from; Marketing Cloud, Live Chat, Emails, Lead input.
- Capture client-specific data, and customize field-level data.
- Configure 2 Lead record types for both "High-End" & "Standard" customers with customized touchpoints and nurturing stages.
- Stage each lead through a nurturing cycle
- Converting potential leads into customers
- Track customer communication and activity performed by the sales rep
- Email template configuration
- Capturing client-specific data with up to 30 custom fields
Account & Contact Management
- Register multiple contacts and opportunities.
- Individual data structures to capture relevant data points.
- Vendor-specific commission calculations Automated payment email notification cadences.
- Create an account hierarchy to distinguish primary contacts and related contacts (child) contacts.
- Track customer communication and activity performed by the sales rep. e.g. calls, tasks, meetings, notes, files & attachments.
Proposal Generation
- Generate a proposal and enter the "meta-data" of the booking quote.
- Populate a branded proposal template by pulling Account and
- Opportunity details Send off both proposals from within Salesforce for digital signature.
- Proposal activity will be logged.
- Connect with clients using an integrated Calendly link.
- Create 2 proposal templates and configure all Esignature blocks.
CONTACT US FOR MORE DETAIL
info@dtcforce.com | +1-905-338-4856 | www.dtcforce.com
416 North Service Rd E #300, Oakville, ON L6H 5R2, Canada
