Sales enquiries: +27 10 109 3790 [email protected]

LEAD MANAGEMENT

Want to nurture and grow your lead database?

With Synergy Army you will never lose track of leads. Lead management is done at the hand of a continuous flow system, so that leads are instantly updated and organised. Multiple campaigns can run concurrently and communication channels are prioritised accordingly.

Our solution is designed to help you capture, track, and manage leads throughout the sales process to ensure superior levels of efficiency and profitability. Overall, our lead management software is easy to use, customisable, and scalable to meet the needs of your growing business.

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Key features

Customise your lead management processes and workflows to fit your unique needs and requirements.

SINGLE VIEW

The real-time dashboard provides a single, holistic overview of each campaign and lead - putting you in control of the system features. Get an overview of the lead history and direct access to features like duplicate management, click to connect and campaign scripting.

WORKFLOW BASED

Leads are prioritised based on their level of interest, engagement, and potential value to the business. Easily distribute leads to your sales team, assign them to specific reps, and track their progress through the sales funnel.

CUSTOMISABLE REPORTING

The lead tracking and reporting feature provides insights and analytics to help you understand the effectiveness of your lead generation and sales efforts, and identify areas for improvement. Get detailed reports on lead activity, such as how leads are engaging with marketing content, how quickly sales representatives are following up with leads, and how many leads are converting into customers.

MULTIPLE LEAD SOURCES

Ability to draw leads from multiple sources:

  • SMS
  • WhatsApp
  • E-mail
  • Web
  • Inbound calls
  • Uploads
  • API

SYSTEM INTEGRATION

Our solution is able to integrate with other marketing and sales software, such as customer relationship management (CRM) software, marketing automation software, and email marketing software.

WORKFLOW AUTOMATION

Automate routine tasks and workflows, such as lead routing, follow-up, and lead nurturing, to improve efficiency and productivity. Our systematic organisation and prioritisation of leads will increase contactability and improve follow-through to increase sales. The workflow automation is aimed at achieving maximum efficiency for optimal results.

KEY FEATURES

  • Optimised contactability
  • Run multiple ads or campaigns concurrently
  • Prioritise communication channels
  • Track productivity and cost per campaign

Leads management

Our systematic organisation and management of leads will increase contactability and improve follow-through to increase sales.

Synergy Army's leads management solution integrates essential CRM tasks into one platform to simplify the process and increase control. The model can be applied across various industries with similar client management needs.

Synergy Army ensures high contact rates using world class algorithms with little user intervention. Our automated system generates and follows up on leads, increases productivity and integrates the functionality of various systems.

GET A QUOTE
  • Smart leads management

    Synergy Army's leads management solution integrates essential CRM tasks into one platform to simplify the process and increase control. The model can be applied across various industries with similar client management needs. It includes everything from AI and Automation to Workforce Optimisation to consolidate the client journey into one place.

  • Automated workflows

    Leads are instantly updated and organised at the hand of a continuous flow system. Automated campaign management is designed for optimised contactability. Our solution gives you full control over the campaign structure and conversion tracking. The workflow is fully customisable in terms of channels, ads and number of contact points. Set the workflow steps, validation rules and action parameters to suit your business model.

  • Multiple lead sources

    Synergy Army's leads management solution integrates essential CRM tasks into one platform to simplify the process and increase control. The model can be applied across various industries with similar client management needs. It includes everything from AI and Automation to Workforce Optimisation to consolidate the client journey into one place.

  • System integration

    We offer the simplicity of a single system that combines your lead, PABX, CRM and accounting systems all into one.

  • Duplicate

    Leads are deduped against active campaigns to ensure that only one lead exists per client. Clients with active orders are redirected to the customer service department.

  • Multi-campaign

    Synergy Army supports automated data flows comprising multiple campaign steps such as outbound call, export (csv or pdf mail merge), e-mails and webhooks for the integration with your native systems. Powerful templates let you create your new campaign in minutes, where you can customise any aspect of your campaign without any coding necessary.

  • Click to connect

    Website visitors can go from chat to voice with one click. This allows you to respond to active leads, thereby increasing agent productivity and potential sales. Calls go via the browser, which is free for the customer and you. However, additional licence costs apply. Customer service issues are resolved faster, resulting in higher service ratings.

  • Dialler

    Our next-generation dialler technology is designed to increase agent productivity, customer satisfaction and sales revenue. Our PBX is based on Asterisk and supports all Class 5 soft switch functions, including IVRs, Voice-mail, faxing, conference rooms etc.

  • Real-time dashboards

    Synergy Army's leads management solution integrates essential CRM tasks into one platform to simplify the process and increase control. The model can be applied across various industries with similar client management needs. It includes everything from AI and Automation to Workforce Optimisation to consolidate the client journey into one place.

  • Lead history

    The dashboard gives you easy access to all previous client communications and enables you to set up automated emails and SMSs.

  • Notes

    The system allows agents to document responses and take notes during client calls. These notes are captured in a conversation history and provide a detailed client journey timeline.

  • Prioritisation

    Prioritise communication channels to increase your reach, reduce costs or create more personalised messages.

  • Reporting

    Various real-time dashboards are available in the system. The dashboards are updated every couple of seconds and enables call centre managers to continuously manage staff and campaigns. Various standard reports are available in the system. Coming soon: For more complex needs Qliksense can be used to build custom dashboards. Additional costing will apply.

  • Cost per campaign

    Track the cost per campaign with detailed parameters to draw insights from. Reporting can be date, ad or agent specific.

  • Track productivity

    Measure the productivity of teams by tracking the workflow duration and number of completed tasks. Each new lead enters a workflow that can be measured for each point of contact, until it reaches a final outcome. Easily see real-time data or set up custom reports for detailed insights.

  • Click to dial

    Agents still have the option to dial a number manually, instead of automation.

  • Campaign scripting

    Sales agents are able to follow sales and mandate scripts to ensure regulatory compliance in all environments. You can set up scripts per campaign and ad.

  • Quality management

    Our web based tool enables managers to remotely access the system via the internet to make changes or monitor performance. All voice and multimedia streams carried out by agents are made available which enables supervisors to track all calls, e-mails, chat sessions and social media interactions.

Need to optimise your lead database?

Make the most of automated lead management processes and workflows to build a reliable and secure database of potential clients.

GET A QUOTE