Dashboard is a complete lead-management solution. If you’re selling any type of product, you have to manage leads. The goal is to turn those leads into paying customers. The process is the same regardless of how you collect your leads. Keeping tabs on a few leads is pretty simple, but managing 100’s of leads is near impossible, especially for an individual. It’s also easier to accumulate large amounts of leads if you leverage the social web.
Many of us manage leads in our heads and don’t think much about it. You make contact with someone who might be interested in your product or services. You maintain contact one way or another, keeping the door open for a sale. Somewhere down the line, you have mostly forgotten why you know this person. You don’t remember how you came in contact with them. You may not even know what product or service applies to them anymore. You’ve left money on the table and don’t even know it.
Dashboard gives you easy lead-management tools. Keep track of enormous amounts of information about each lead. Filter your leads based on a number of factors from where you found them to when you last made contact. See, at a glance, the last activity for all your leads and close you might be to making a sale.
Managing your leads isn’t just about tracking information about potential customers. You have to act on the information you have to push things forward. Dashboard has a To-Do system which lets you see tasks related to your leads. It’s separated into three panes: Late, Today, and Upcoming. Whether you’re an individual or managing a team of sales people, you can see what your incomplete tasks are and know what needs to happen next.
While Dashboard allows you to import leads from other sources, it also makes the task of collecting new leads simple. The Form Builder allows you to create, edit, and share forms to generate leads for your business. Put the code on your blog, website, or landing page and Dashboard does the rest, dropping the information directly into your account.
Dashboard provides an elegant solution to a common problem. It costs $14.95/month/user, but you can grab a 30-day free trial to test the waters. What do you think about Dashboard? How do you stay on top of your leads?