Lead Management

Lead Management2018-10-01T20:00:00+00:00

TRACK | LEAD MANAGEMENT

Utilize TRACK’s lead management system to track leads from capture to close, and every touch point with your business in between. Sync your leads with customized contact profiles to monitor and evaluate marketing campaign performance.

  • Sync your leads with customized contact profiles to monitor marketing campaign performance.

  • Review all of your active, won and lost leads with your CRM reports.

  • Create custom sales views and dashboards for account managers and sales leadership.

  • Review volume of leads to understand where the lead originated — online, call, marketing campaign, or referral source — to optimize future strategies.

  • Use lead statuses to create and understand the full sales funnel for your team.

  • Utilize pre-set follow up times, or customize your follow up, to ensure that your hottest leads stay hot and ultimately lead to reservations.

  • Tag locations of interest, specific unit preferences, and any general preferences that will be useful for marketing/re-marketing to the guest in the future.

  • Use internal notes to ensure that future communication with other agents is seamless.

  • Send emails to Contacts, or to additional email addresses, directly from the lead management screen within the CRM.

Lead Management
Lead List

Create a difference and GET ON TRACK™

Easily manage your Contacts, Leads, Guests, Campaigns and Companies.

TRACK | LEAD MANAGEMENT

Lead Profile
Lead List

Utilize TRACK’s lead management system to track leads from capture to close, and every touch point with your business inbetween. Sync your leads with customized contact profiles to monitor and evaluate marketing campaign performance.

  • Sync your leads with customized contact profiles to monitor marketing campaign performance.
  • Review all of your active, won and lost leads with your CRM reports.
  • Create custom sales views and dashboards for account managers and sales leadership.
  • Review volume of leads to understand where the lead originated — online, call, marketing campaign, or referral source — to optimize future strategies.
  • Use lead statuses to create and understand the full sales funnel for your team.
  • Utilize pre-set follow up times, or customer your follow up, to ensure that your hottest leads stay hot and ultimately lead to reservations.
  • Tag locations of interest, specific unit preferences, and any general preferences that will be useful for marketing/re-marketing to the guest in the future.
  • Use internal notes to ensure that future communication with other agents is seamless.
  • Send emails to Contacts, or to additional email addresses, directly from the lead management screen within the CRM.

Create a difference and GET ON TRACK™

Easily manage your Contacts, Leads, Guests, Campaigns and Companies.