A lead that is not followed up is revenue paid for in advertising and lost to a competitor who called back first. ServicePilot gives each enquiry an owner, a stage and a next date.
Lead management: a simple pipeline
- Stages that match how you sell, from new enquiry to won or lost.
- Contacts for each lead, because the person who enquires is not always the one who decides.
- Follow-ups with dates, and an activity log for calls and meetings.
- Assignment to a telecaller or sales person, with views limited to their own leads if you wish.
Site surveys before the quote
Many jobs cannot be priced from a phone call. Book a survey for the lead, record what was found, and use it to prepare a quotation.
From enquiry to customer
- Log the lead with source and requirement.
- Follow up and book a survey where needed.
- Quote and negotiate.
- Convert to a customer and start the contract.
Illustrative example: a solar installer
A solar company in Jaipur gets forty enquiries a week from ads and referrals. Telecallers work the new ones the same day. Qualified leads get a survey, and the engineer's findings go into the quotation. Won leads convert to customers with the site already recorded.
Who it is for
Businesses that sell installations or contracts, such as solar, CCTV and fire safety.