Upgrade Your Support Team with Prospect Management Software for Support

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[Music] this video will provide an overview of some of the lead or prospect management functions within dock master leads are added to dock master through the prospects section within the sales management module this is where all of the information about elite is stored they can be maintained through the screen or they can be directly imported through one of our solution partner integrations the prospect record contains basic prospect contact information name address phone numbers and email addresses we also track the lead source using a source code field we have a section for storing a photo of the prospect their driver's license or any other image that would be helpful with identifying the prospect under the current boats tab on the prospects forum we can track all the details about any boats they currently owe here we have the prospects boat added to their record they can choose to use this boat as a trade-in and adding it here makes it easier during the sales process later down the road the follow up tab is the heart of prospect management this is where your sales rep will spend the majority of their time it allows them to track the next actions that they want to pursue with the prospect these actions could be following up with phone calls or emails or doing a demo ride this allows them to track whatever action they need to take next in order to pursue the lead you also have the ability to create follow-up information here so when you do a demo ride make a phone call or anything in the line of tracking activity with a particular prospect the information would be logged in the follow-up information tab when a task is completed check the box and the active task will move to the history report in the lower portion of the screen along with other actions that have already been loaded for the prospect the deals tab is where any open contracts or quotes for the prospect are easily tracked from here you can double click on any item to drill into that quote or contract the preferences tab allows you to track your prospects interest by manufacturer model color maximum price or size information you also have the ability to search an existing prospect customer and current inventory for items that would match these preferences my day feature is a powerful wave for a sales rep to maintain and manage their daily activities in this case there are three follow-up activities on his past-due showing in red while others are scheduled for today and shown in green additionally we have the prospect monitor this is a great tool for a sales manager to use to manage the sales team prospect monitor can track all the prospects for a given sales rep lead source category by manufacturer or by a number of other criteria that exists in the selection criteria window here I'm looking at a particular sales rep to review prospects that this rep is managing I can see the status such as quoted lost closed or no activity at all as a sales manager I can go into any of these prospects to create a next action for the sales rep to follow up on and it'll display in their mind a view when they log in again this concludes the overview of some of our prospect management functions available within dockmaster to schedule a demo with our team please visit dockmaster calm [Music]