M1 Lead Management provides powerful tools to effectively manage your entire pre-sales process.

M1 Lead Management enables companies to document all activities in the pre-sales process, with the ability to analyze marketing programs to determine the most effective marketing strategies.

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Leads
Create leads for all enquiries you receive relating to your products or services. Record the expected close date and potential revenue each lead should generate. Use leads to predict the future potential revenue.

Marketing Programs
Create a program for each marketing activity you perform. Assign start and end dates, the cost of the activity and the revenue generated from the program. Use this information to identify the most effective marketing strategy for your business.

Milestones
Milestones measure the stage at which each lead is. Assign a confidence factor to the milestone to record the likelihood of the lead converting to a sale. Use milestones to develop a successful sales process flow.

Create Quotes and Orders
To save time while working on a lead, use the shortcuts to quickly create a quote or an order. Information from the lead is automatically inserted into many of the quote and order fields.

Resolution
Track the reasons why leads are closing. Examples include win, loss to competitor, project cancelled etc. Analyze the resolutions to understand your product or service in the marketplace.

Competitors
Assign competitors to your leads and track your competitor activities, pricing, strategies, products etc..

Lead Forecast Report
Use this report to show leads by month/quarter/salesperson and the projected revenue based on the milestone/confidence factor.

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Lead Analysis Graphs
These graphs provide a visual overview of activity over multiple periods, allowing you to view the details of each period. Also activity graphs allow you to filter by any field in the table and to specify which date field to use when calculating the numbers to show.

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Leads Expected to Close...
Standard searches exist to display the leads expected to close this month and next month.

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Manufacturing Software that is Setting the Standard...