Centralising lead data for a huge law firm
Our client is now using TEB Apps to stay on top of lead management with a centralised database that can be used to see how leads are progressing through their pipeline with just a glance. This established law firm is also using TEB Apps to create accurate sales forecasts with automated report generation using expected and actual values currently in their pipeline.
Challenges of manual lead management and sales forecasting
Trying to manage leads manually on Excel sheets and create manual sales forecasting is a very time-consuming task that is prone to human error. This can lead to inaccurate forecasts, missed follow-ups and a more disjointed customer experience.
Lead management and sales forecasting with TEB
Our client is now using TEB Apps to automate the creation of accurate sales forecasts and manage leads seamlessly through their pipeline.
Key features:
Why TEB was the solution?
TEB is helping our clients easily create accurate sales forecasts to stay on top of their finances while streamlining their lead management process to help offer efficient customer service. With this our client has boosted their lead conversion rate, and the average sale value of their leads.
