Streamlining Lead Management for Sales Excellence

Project Goal

The project aimed to develop an advanced web-based lead tracking and management system for the sales department, addressing the need for streamlined lead registration, efficient tracking, and improved team collaboration.

Solution

Lead Registration and Tracking

Utilizing Microsoft Access and SharePoint, a comprehensive system was built to seamlessly capture and manage lead data. This intuitive interface ensured the accurate recording of essential details, enhancing the overall lead-tracking process.

Integration with Health Insurance Core System

The system was integrated with the health insurance core system, enabling real-time tracking of lead statuses and Service Level Agreements (SLAs). This integration facilitated prompt communication with clients regarding quotation statuses.

Lead Information Privacy and Access Control

To ensure data privacy, customized access privileges were implemented, granting authorized sales agents and managers exclusive access to lead information. This approach enhanced data security and confidentiality.

Dynamic Lead Allocation and Reassignment

Managers were empowered to efficiently allocate and reassign leads, catering to changing team dynamics. This dynamic allocation mechanism fostered collaborative efforts and increased the likelihood of successful lead conversion.

Data Migration and Cleaning

Transferring aged lead data from diverse sources was a substantial undertaking. Through meticulous cleaning, including duplicate removal, format correction, and data labeling, existing information was seamlessly integrated into the new system, ensuring accuracy and a strong foundation for effective lead management.

Enhancements for Collaboration

Incorporating SharePoint, dedicated pages and sites were established for each sales unit. These hubs facilitated content sharing, team collaboration, and efficient communication through elements such as announcements, specialized lists, calendars, notes, and alerts.

The successful development of this web-based lead tracking and management system, driven by Microsoft Access and SharePoint, marks a pivotal achievement in optimizing the sales department’s operations. The project’s multifaceted solution significantly enhances lead management, communication, and team productivity.