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LEADS 5.0

Sales Prospecting and Customer Relationship Manager

Ensuring your Business's Sales growth and future.

We are pleased to announce the Availability of our newly enhanced CRM (Customer Relationship Manager) and Sales Driver – LEADS 5.0.

Our classic Sales Prospecting and CRM system has been fully reworked and is now available for download as LEADS 5.0.

Now including a Free edition for small businesses or those wanting to trial LEADS 5.0 with no strings attached.

LEADS CRM

Download your own copy of LEADS Now.

Get it from CNET Download.com!
Windows 7 Download

Quick Info

(Click for details)

-WHAT - is LEADS software?

LEADS is a lightweight, powerful CRM application for use on Windows PC.

-WHO - needs LEADS?

LEADS 5.0 is for any company or individual looking to store and manage their business Leads, who is based in an office or out in the field.

Those looking for a tool to prioritize and target customers and anyone in need of rich data analysis of their clients and Leads.

-WHY - should I use LEADS?

Improve your customer management for better customer experiences. Increase your productivity and target your sales efforts efficiently. LEADS helps you to sell more, stay better informed about your clients and improves your customer relationships.

LEADS is not as bulky as other top of the line CRM products. Large CRM systems generally are overloaded with controls and tools which can be overwhelming, difficult to read and can be complicated to navigate.

LEADS has been designed to feel intuitive, contains only the neccesary tools and features and stream lined for easy navigation. LEADS is a great first step into the the world of CRM systems and should you ever need to move on to bigger things one day, LEADS has inbuilt tools for taking your data with you.

-HOW - much does LEADS cost?

As of 14/01/2019 LEADS 5.0 prices are:
  • LEADS Free $0.00 NZD

  • LEADS Basic $5.70 NZD per month / per (user/device)

  • LEADS Pro $12.70 NZD per month / per (user/device)

Coming Soon (2019):
  • LEADS Pro Plus $20.70 NZD per month / per (user/device)

-WHEN - is LEADS available?

LEADS 5.0 Free, Basic and Pro Versions are available Now! LEADS 5.0 Released on 23 January 2019. Leads Pro Plus is under construction and should be available mid 2019.

-WHERE - can I get a copy of LEADS?

LEADS 5.0 can be downloaded here... or at CNet.com

-LEADS 5.0 New Features:

  • New Graphs provide informative visual insights on many aspects of your Customers and Sales progress

  • New Activity graphs display your interactions with your Leads

  • New Edition hopping. Easily upgrade or downgrade your LEADS edition from within the LEADS Application

  • View an online map of your Customers address

  • Create Outlook tasks directly from within LEADS

  • Campaigns now include extra Lead filters

  • New Campaign search feature (LEADS Pro)

  • Export your data to text files or directly to an Excel spreadsheet

  • Easily Import your Existing Leads and Customers from an Excel spreadsheet - included with the LEADS Software

  • New Ribbon Buttons for quick access to your Leads and clients information

  • login with Email Address

-LEADS 5.0 Upgraded Features:

  • Dashboard overhaul.Compare this months figures to lasts or this first quarter vs last years first quarter

  • Campaign overhaul. A cleaner user interface

  • Sync Engine overhaul, streamlined for performance

  • Search Tools now have a new cleaner look and feel

- What does LEADS do for me?

LEADS manages your “Sales Funnel” to help you grow your business and gain new customers.

Use LEADS to identify, track and manage your relationships with existing Customers and Contacts as well as Potential Customers. Avoid making those dreaded cold-calls! Instead be referred to potential Customers by your close associates or centers of influence!

LEADS sales process is partially based on the “Sales Development Program” developed by Sales Impact Group’s Brett Burgess. This program emphasises the sales by “Referral” technique where other business owners or friends that you are interacting with frequently are able to refer your business to others and vice versa. This is a proven sales technique designed to get your buiness name to where it is needed as opposed to pasively advertising and waiting for leads to come to you.

- How LEADS Works

Sick of making hundreds of cold calls resulting in hang-ups, depression and single digit percentage follow ups? LEADS is different.

  1. Create a list of "Suspects" - Companies or individuals that potentially have a need for your product or service.

  2. Pursue referrals to these "Suspects" via your inner circle of associates or "Centres of Influence" (COIs). Someone you know must surely know one of your suspects and can refer your business to them. We all know that a close colleague recommendation or referral is highly valuable and can achieve much higher sales figures than cold calling could ever do!

    LEADS tracks and manages your Suspect list and substantially automates the task of asking for referrals, freeing time for the actual sales appointments you gain. Additionally LEADS has a full Customer activity tracking and reminder system included.

  3. Once a referral is made to the suspect we can follow up and Contact the "Suspect". By merely contacting the "suspect" we now convert our "suspect" to a "Lead". Here we set up a meeting to discuss the needs of the "Lead".

  4. Develop a rapport with your "Lead" and communicate regularly, Creating Activites such as follow up emails/phone calls/site visits etc. This helps to keep your business name fresh in the "Leads" mind and helps to block out competition.

  5. Convert your Lead to a Customer by pursuading your Lead with a lucritive deal, quality service or product(s). Should you not succeed there is always potential for a sale in the future. Be sure to remind them of your services regularly and set up repeat follow up communication.

-Solutions

-

-LEADS Pro

Offers full enterprise wide sharing of data via LEADS, as well as remote operations with full synchronisation utilising the Microsoft Azure Cloud database. This enables your Sales Team to take their Windows laptops and tablets on the road and have full access to all the companies data, while allowing for edits and updates, that can be synchronised and shared with everyone when back in the office later or via any handy wi-fi / Internet connection.

- LEADS Pro Bonus Features

  • Full sharing and Cloud Synchronisation of Suspects, Leads, Customers and Company Data for ALL LEADS Pro users.

  • Robust and Detailed Campaign Creation and assignments.

  • Informative Campaign Reporting and Graphical Analysis.

  • Staff Account Preferences to individualise your LEADS Experience.

-So What Is LEADS?

LEADS is a Customer Relationship Manager, designed to manage your existing contacts and Potential Future Customers. LEADS keeps track of your efforts to communicate with business' and organisations of interest. LEADS software gives you the ability to define categories and Classify your individual Contacts / Customers and Leads so you can mange your "Key Accounts" or target your "Potential New Sales."

Record Activities for each Contact / Customer or Lead and assign these to Staff for action then track all incoming contact from these too. Set Due Dates and Completion Dates for later analysis of Staff performance. Produce Reports for your Activities, Customers and Staff-Lead-tracking.

The LEADS database is Uniquely Located on each computer it is installed on. This means that each install of LEADS has it's own personal data available anywhere, even when off-line. LEADS works as a standalone system for each user. If you need to share data with your colleagues you need to upgrade to LEADS Pro where each user will have access to the Sync tool.

LEADS Pro Users gain the added benefit of being able to synchronise information within your Company. This means that at the press of a button your Companies LEADS data will be Synced to the Cloud database where it is shared to the rest of your team, with LEADS Pro.

You'll be amazed at the time and effort saved, how quickly results are produced and the simplicity of managing your LEADS and Growing Your Business!

- Track Potential Customers:

Track Potential Customers Did you notice a new Business while out recently? See the Logo of another on a Car passing you? Simply add these names to LEADS "Suspect" list -Businesses that may become your new Clients or Customers.

- Seek Referrals:

Track Potential Customers

LEADS will automate the sending of Referral Requests to your Close Associates or "Centres of Influence". A single click will automatically email all your "Centres of Influence" with your preconfigured message and a random list of suspects to whom you are seeking introductions - it couldn't be easier!

- Never Again Miss a Promised Call:

See Reports on staff progress and activities due

Talked to a Client or Customer and told them you will call back in 2 weeks, then FORGOTTON? Arghh! This makes you look very unprofessional and disorganised and worse, may even result in the loss of a Customer and their lifetime of revenue. LEADS will manage all your reminders -simply locate your Customer and add a new Activity to Phone them to complete the sale. Set the Due-Date and leads will prompt you that day to make the call! No answer? Make a note and reset the Due-Date to the next day. 

- Target Sales Opportunities for Your Staff:

Run a search in LEADS by Customer Category for your selected Target category -e.g. "Small Volume Customers" or "Key Account". For each Customer in the results list, add a new Activity and assign these to a selected Staff member to action. Set the Due Date and monitor their progress... Watch your sales grow...

- Create and Print Reports:

You have 100 LEADS and want to know which ones have Activities Due right now! We have you covered. Preview and print Reports for you and your Staff, organised by Staff-Member and the Activities most Urgent, so you can easily track who requires attention first.

- Send Automated, Personalised Newsletters:

We all know you must stay in contact with your Customers and Contacts don't we? But it is so hard to manage, that few of us bother! Now LEADS makes sending your Newsletter painless! Simply type your newsletter in a normal Microsoft Word document, add images if needed, then add a few simple merge fields for LEADS to replace with things like your Contacts Name and Company. Save, Point LEADS to it and hit Send. LEADS will Merge the document with the Client List and send each one a Personalised email using Outlook.

- Will I need training? / Is it hard to use?

No! LEADS has been designed with a minimal learning curve and simplicity in mind. You will very quickly be proficient in it's use. Additionally LEADS features a modern "Fluent Ribbon" interface so you can quickly locate all the important functions.

Fluent Ribbon Interface



- Great, I need it! Where do I get LEADS?

Just click here to Download your copy of LEADS - LEAD Tracking Software, the solution to ensuring your business growth and stability. The Download is Free. (your ISP data charges may apply).

The LEADS application can be used straight away FREE with some limitations. If you wish move beyond the free LEADS edition then monthly payments per User / Device are required and can be purchased from within the LEADS Application.



- How Do I Install The New Update?

If you have LEADS installed already and you have an active internet connection then simply open the LEADS application and LEADS will prompt you to install the latest version.

However if this is not the case and there is no prompt or LEADS is not installed then simply download the free trial copy of the Latest Version of LEADS here.

Once downloaded, unzip and install.

If LEADS is already installed on your machine and you want the latest version of LEADS then simply download the new version and Install it. No need to uninstall the previous version. LEADS will preserve your data and only install the new features.

Uninstalling LEADS "WILL" remove your data stored within the LEADS database! Be sure to copy or export your data file before uninstalling LEADS.


 >More information

Contact us with your questions - We will attempt to reply to all...

>System Requirements:

  • OS: Windows 10, Windows 8.1 / 8, Windows 7, Windows Vista.

  • Free Hard Drive Space: ~20MB

  • Microsoft Access 2010, 2013, 2016 and 2019 -full version or Free Runtime , 32 Bit Access Only  - Download the FREE Access 2013 Runtime

    (For 64 bit versions of LEADS please contact us here.. info@processit.co.nz)

  • MS Word for Newsletter editing and Outlook for sending.


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