SalesTree Products include the powerful and flexible SalesTree® Server in addition to Agent & Enterprise Web Modules that engage sales agents and partners in the Lead Management process. SalesTree products orchestrate the capture, cleansing, enhancement, scoring, categorization, distribution, and working of your valuable leads. Typically, SalesTree® Server and Web Modules are operated as turn-key services housed in our state-of-the-art hosting facility in Toronto, Canada. The service includes all software, hardware, hosting, maintenance, and support for one monthly fee.
| SalesTree® Server | |
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Automate the capture and processing of your marketing campaign data, integrate partners, and optimize campaign performance
Pricing varies between $1k-10k per month based on usage and length of contract - please Contact Us
for more information |
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- Campaign Data Capture, Cleansing & Enhancement - Process incoming leads (from web forms, e-mail, d-mail, call centre, drtv, list files, etc.), clean/verify contact info and enhance by aggregating internal or 3rd party data
- Lead Scoring & Prioritization - Automated lead categorization including Do Not Contact permissions; identify and rank/score the qualification of prospect and customer opportunities
- Lead Distribution & Territory Management - Prioritized leads are distributed to the appropriate rep according to an fully-configurable geographic, demographic and performance-based distribution algorithm
- Lead Billing & Payment Gateway - Configure lead billing rules based on flexible criteria, auto-generate invoices and collect payments (via commission statement or PayPal integration)
- Marketing Partner Management - Automatically generate data exports based on pre-defined criteria and deliver files to secure accounts
- Interactive Analytics & Reporting - Evaluate the performance of your marketing campaigns and sales programs via interactive real-time reports and data visualizations stored in an online repository
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| SalesTree® Agent Modules | |
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Engage sales agents and partners in your campaigns and programs; optimize lead handling, follow-up and closure
SalesTree Server required +
$12 per user per month for
all Agent Modules |
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- Prioritized Opportunities - Work your prioritized opportunities with a 360-degree view of prospect/customer information and history; record new contact, re-prioritize and schedule follow-ups
- Leads Inbox & Folders - Organize your incoming leads into folders and search/manage your prospect database
- Client Alerts Inbox & Folders - Organize your incoming client alerts based on opportunities to up-sell, retain, or service existing clients
- Personal & Group Calendars - Manage your calendar of prospect and/or customer follow-ups and sales appointments
- Personal Territory Manager - Intelligently divide up your territory; round-robin your leads or give team members a specific percentage of leads to work
- Agent Performance Dashboards - See how you and your sales team are performing relative to other agents; track incentive programs
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| SalesTree® Enterprise Modules | |
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Experience additional efficiencies
and improved effectiveness with innovative enterprise tools
SalesTree Server required +
$12 per user per month for
all Enterprise Modules |
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- Lead Generation Event Booking - Optimize agent attendance at public lead generation events (e.g. conferences, festivals, etc.)
- Leads Web Store - Enable reps to search the enterprise lead database, purchase leads, and immediately start to work those leads
- Sales Supplies Web Store - Enable agents to buy sales and marketing supplies with a fully functional online inventory and order management system
- Do Not Call Inquiry Manager - Enable agents to check corporate and national Do Not Call lists online, on a mobile device, or by phone/IVR
- Agent-to-Agent Money Transfers - Simply and safely enable agents to transfer money to or request money from each other
- Agent Admin & Telemarketer Accounts - Enable agents to provide their own administrators and telemarketers with restricted access to their account
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SalesTree has generated over 20 million lead transactions and an enormous ROI for a select group of Customers & Partners
