Leads Distribution and Management System
Budget: ₹12,500 – ₹37,500 INR
We are seeking a skilled freelancer to develop a comprehensive Leads Distribution and Management Module for our dynamic organization. This system will play a pivotal role in streamlining our lead management processes and ensuring efficient communication between our marketing team, branch managers, counselors, and sales managers/admin. Below, you will find a detailed breakdown of the key modules and functionalities required:
Marketing Team Login:
Sub-modules: Create distinct sub-modules for PR, Canada, Australia, Study Abroad, and other relevant lead categories.
Lead Distribution: Enable the option to share leads with specific branches.
Lead Feedback: Prompt users to collect lead feedback daily to improve lead quality.
Common Messaging: Provide a centralized messaging option for disseminating information to all branches simultaneously.
Branch Manager Module:
Lead Activity Tracking: Allow branch managers to view daily, weekly, and monthly lead activities for their respective branches.
Follow-up Monitoring: Monitor follow-up activities on leads, including tracking call durations and follow-up status.
Unanswered Leads: Highlight leads that haven't been answered.
Client Categorization: Implement a system to categorize clients as hot, warm, or cold.
Sales Tracking: Enable tracking of signed-up sales and closed deals.
Messaging: Allow branch managers to send common messages as well as personalized messages to their teams.
Reminders: Provide the ability to set reminders for hot/warm clients.
Reporting: Generate daily reports on branch activities.
Duty Hours: Calculate and track staff duty hours, including breaks and team activities.
Attendance: Monitor staff attendance, and flag those who do not log in before 10 o'clock.
Counselor Module:
Lead Access: Grant counselors access to daily leads.
Follow-up Tracking: Display follow-ups from the last day and day before yesterday.
Lead Segmentation: Organize leads by category (e.g., PR, Study Abroad, DLSchool, Work Permit, etc.).
Client Status Updates: Allow counselors to update client statuses and communicate with managers/sales heads.
Lead Quality Feedback: Provide a platform for counselors to give feedback on lead quality to the marketing team.
Client Remarks: Enable counselors to add remarks for each client.
Sales and Deals: Track signed-up sales and closed deals.
Reminders: Allow counselors to set reminders for hot/warm clients.
Reporting: Generate daily reports.
Time Tracking: Calculate duty hours, including training time and breaks.
Attendance: Track attendance and flag non-compliance with the 10 o'clock login time.
Sales Manager/Admin Module:
Live Monitoring: Provide real-time monitoring of branch activities.
Live Chat: Implement live chat functionality for communication with branch staff.
Call Duration Monitoring: Display call duration status for each call.
Team Meetings: Facilitate team manager meetings.
Messaging: Enable the sending of personal messages to team managers.
Report Access: Allow access to daily reports.
Duty Hours: Display staff duty hours.
Sales Performance: Monitor staff sales performance on a daily, weekly, and monthly basis.
Alerts and Warnings: Send warnings or alerts to staff as needed.
If you have the skills and expertise to develop this Leads Distribution and Management System, please submit your proposal outlining your approach, timeline, and pricing. We look forward to working with a qualified freelancer who can help us enhance our lead management processes and drive our organization's success.
Marketing Team Login:
Sub-modules: Create distinct sub-modules for PR, Canada, Australia, Study Abroad, and other relevant lead categories.
Lead Distribution: Enable the option to share leads with specific branches.
Lead Feedback: Prompt users to collect lead feedback daily to improve lead quality.
Common Messaging: Provide a centralized messaging option for disseminating information to all branches simultaneously.
Branch Manager Module:
Lead Activity Tracking: Allow branch managers to view daily, weekly, and monthly lead activities for their respective branches.
Follow-up Monitoring: Monitor follow-up activities on leads, including tracking call durations and follow-up status.
Unanswered Leads: Highlight leads that haven't been answered.
Client Categorization: Implement a system to categorize clients as hot, warm, or cold.
Sales Tracking: Enable tracking of signed-up sales and closed deals.
Messaging: Allow branch managers to send common messages as well as personalized messages to their teams.
Reminders: Provide the ability to set reminders for hot/warm clients.
Reporting: Generate daily reports on branch activities.
Duty Hours: Calculate and track staff duty hours, including breaks and team activities.
Attendance: Monitor staff attendance, and flag those who do not log in before 10 o'clock.
Counselor Module:
Lead Access: Grant counselors access to daily leads.
Follow-up Tracking: Display follow-ups from the last day and day before yesterday.
Lead Segmentation: Organize leads by category (e.g., PR, Study Abroad, DLSchool, Work Permit, etc.).
Client Status Updates: Allow counselors to update client statuses and communicate with managers/sales heads.
Lead Quality Feedback: Provide a platform for counselors to give feedback on lead quality to the marketing team.
Client Remarks: Enable counselors to add remarks for each client.
Sales and Deals: Track signed-up sales and closed deals.
Reminders: Allow counselors to set reminders for hot/warm clients.
Reporting: Generate daily reports.
Time Tracking: Calculate duty hours, including training time and breaks.
Attendance: Track attendance and flag non-compliance with the 10 o'clock login time.
Sales Manager/Admin Module:
Live Monitoring: Provide real-time monitoring of branch activities.
Live Chat: Implement live chat functionality for communication with branch staff.
Call Duration Monitoring: Display call duration status for each call.
Team Meetings: Facilitate team manager meetings.
Messaging: Enable the sending of personal messages to team managers.
Report Access: Allow access to daily reports.
Duty Hours: Display staff duty hours.
Sales Performance: Monitor staff sales performance on a daily, weekly, and monthly basis.
Alerts and Warnings: Send warnings or alerts to staff as needed.
If you have the skills and expertise to develop this Leads Distribution and Management System, please submit your proposal outlining your approach, timeline, and pricing. We look forward to working with a qualified freelancer who can help us enhance our lead management processes and drive our organization's success.