A SIMPLE AND INTUITIVE APPROACH TO LEAD MANAGEMENT AND ORGANIZATION
Newport Beach, Calif. – February 4, 2020 – Jetbuilt, a provider of industry-leading, web-based AV proposal and estimation software, announces Funnel, the new lead tracking platform that helps turn leads into opportunities, into revenue.
“Funnel will help you get a solid grasp of your leads while helping to prioritize your time as you work with them,” said Paul Dexter, founder and CEO of Jetbuilt. “Knowing where you stand with your marketing efforts and your ability to care for leads is critical. We felt that we could really help in this area”.
Listening to the struggle users faced with disorganized and elusive lead-handling, Jetbuilt asked for more details about an ideal solution. The result? An efficient interface that provides a well-organized and clearly defined lead-tracking and workflow system.
In essence, Funnel follows a lead from the moment it enters the top of the funnel and flows through the various stages to become a contracted project.
Emails to and from leads are synced to Jetbuilt and archived within the Funnel platform, where developing conversations can be viewed, monitored, and replied to by all sales reps and management. Tasks for appropriate action are assigned and scheduled to ensure valuable leads are not lost or forgotten.
The Funnel main page quickly provides a high-level view of leads and their progression through the color-coded stages of the sales funnel. Teams can easily track closes against the number of leads and proposals for any period, company-wide or by sales rep, see a quick-list summary of relevant information associated with every lead and filter and sort that list by a variety of criteria.
Funnel’s unique Heat Indicator dynamically ranks your leads allowing you to sort and prioritize by temperature prompting appropriate action – whether it’s closing the deal with a hot lead or drawing a lukewarm prospect back into the sales conversation.
Teams are alerted when a company’s funnel is becoming low to elicit action to market and reload with qualified leads. A history-at-a-glance report will brief users on close rates and times, company-wide or by rep.
Jetbuilt built its reputation by reimagining overly complicated software processes into clean, fast, easy-to-use interfaces. Keeping with that ethos, Funnel emerges as a well-organized, and intuitive experience that eliminates the risk of valuable leads falling through the cracks. Built as an optional add-on to the Jetbuilt Sales and Install platforms, Funnel exponentially enhances the power of Jetbuilt as the single-most efficient tool to move your leads from prospect to proposal to completed installation in the industry today.
“We’re excited to get Funnel into our user’s hands to support their growth in 2020”, said Dexter. “Between ISE 2020 and our upcoming Community Summit in Dallas March, 26-27, we know our users will continue to give us great feedback so we can continue to make Jetbuilt the best it can be.”
Visit Jetbuilt at Integrated Systems Europe 2020 in stand 15-M245. For more information on Jetbuilt, please visit www.jetbuilt.com. Keep up with the latest news from Jetbuilt through Facebook, Twitter and YouTube.
Jetbuilt is an international industry-leading web-based AV proposal and estimation software. The California based AV software company was founded by veteran AV integrator and award-winning web designer Paul Dexter to create time-efficient and professional proposals. Compatible with both PC and Mac platforms, Jetbuilt estimates projects efficiently with an integrated product database, dealer pricing, team collaboration, location-based sales tax, purchase order, QuickBooks integration and their innovative project overview page – all at lighting speed. For more information, please visit Jetbuilt.com.
Coleen Sterns Leith
Tel: 954-925-1511 ext 1