Check List

Check List

Lead Management & Knowledge Sharing Extension Module


Check List is a Lead Management and Knowledge Sharing add-on module that provides you with the possibility to implement and share your internal best practices of Lead Management in Sugar.

Features and Benefits

Boost Performance

Simplify work and improve personal achievements of inside-sales/sales-reps

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Improve Quality of Work

Meet sales targets and make profit rapidly

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Bring New Employees on Board Faster

Inexperienced employees become engaged in work faster as they can always see required actions

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Remember the Most Important Events

Automatic notifying system will prompt your of each significant event

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Boost Performance

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Simplify work and improve personal achievements of inside-sales/sales-reps

Improve Quality of Work

image
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Meet sales targets and make profit rapidly

Bring New Employees on Board Faster

image
image
Inexperienced employees become engaged in work faster as they can always see required actions

Remember the Most Important Events

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Automatic notifying system will prompt your of each significant event

Mobile Responsive Design

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Check List makes your work flexible on your smartphone or tablet

Comprehensive Management of Best Practices

Identify Steps which must be performed at each stage of work, identify Steps that can be performed at the discretion of the Sales Manager, provide tips on processing Steps, including links to web-resources or knowledge base, set a recommended order of Steps, set dependencies between Steps, identify artifacts (documents, data, ...) to be received, and provide tips how to obtain the artifact

Collaborative Improvement of Best Practices

You can automatically select best practices in creating a new Lead. Check List will remind you about pending Leads and automatically define the processing stage of the Lead. You can have an easy overview of all Leads processing status: which Steps are started and which ones are not completed. You can also receive a quick prompt how to process certain Step

Enhanced Sales Performance

Leave personal notes on completed Steps, leave proposals for the best practices optimization, collect recommendations from Sales Managers to optimize your best practices, and analyze which tasks are skipped most often

Transparent Sales Insights

Analyze received data and define where you can improve your Check List. You can see which Steps are started and which ones are not completed. You can get a sight of the structure of Leads portfolio regarding processing Stage as well as Leads processing speed. You will be aware of a set of Steps made for the period with the frequency of Steps execution and you will have a picture of Steps executed longer than expected and pending Steps. Study results of Leads processing presented in easily built reports and dashboards

Support

Phone Support: +38 044 538 08 78
Support Email: info@integroscrm.com
Support Knowledge Base: https://integroscrm.com/check-list/

Terms & Conditions

Terms of Service: http://integroscrm.com/wp-content/uploads/2014/12/Terms-and-Conditions.pdf
Privacy Policy: http://integroscrm.com/wp-content/uploads/2014/12/Privacy-Policy.pdf

Lead Structure PortfolioLead Structure Portfolio
Leads Processing Status PipelineLeads Processing Status Pipeline
Days in Current StageDays in Current Stage
Idle LeadsIdle Leads
Make Tips on how to complete the StepMake Tips on how to complete the Step
Process Check List in Sugar Mobile ClientProcess Check List in Sugar Mobile Client

Resources

Please where we're going to have PDF and what not

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