Mobile Sales Lead Capture

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Mobile Sales Lead Capture

Mobile Sales Lead Capture screen
Developed by: TrueContext
TrueContext

Pronto Mobile Sales Lead Capture helps you capture leads you might have missed and lock in sales faster. Using a BlackBerry or PDA, Mobile Sales Lead Capture makes it easy to log in sales leads in the field and act on hot leads faster. Mobile Sales Lead Capture speeds the sales process by automatically routing leads to the right people and backend systems.

Mobile Sales Lead Capture includes customizable forms to meet your specific needs and integrates with barcode and card swipe readers to ensure data is recorded accurately, reliably and quickly.

Key Features

  • Lead capture form for BlackBerry or Windows Mobile devices
  • Leads can be entered online or offline
  • Data is available through secure web site or integrated into CRM systems
  • Sales managers can generate basic reports from web or export data
  • Leads can be automatically routed and pushed to people and systems based on definable rules

Data Access

  • Access data and reporting anywhere from secure web site.
  • Print through HTML
  • Export XML, CSV for use in other applications, individual and batch
  • Export to SQL, SharePoint
  • Simple notifications and copy via e-mail

The Lead Capture Package includes:

  • Mobile device: Lead Capture Form and 10 free changes
  • Web viewer: View, Edit, Search/Sort, Delete/Archive, click to save to CSV/Excel or Print
  • Optional Integration to: SQL, QuickBooks, SharePoint, HTML, E-mail/Fax and Web-Services applications.
    • Check with your TrueContext representative for the latest list of available application connectors.