Comprehensive Sales Lead Management

Project overview. MECON, a leading healthcare benchmarking firm, commissioned this project to allow their staff to manage leads from various online sources, including an e-mail newsletter and 2 online benchmarking calculators. The key objectives of the Lead Management Module were:

• To consolidate all leads from current and future sources into a single database table.
• To provide a tool whereby the Marketing and Sales Administration Team could categorize the new leads as they appear.
• To provide a tool whereby the Marketing and Sales Administration Team could export selected data for further analysis, for direct import into a new customer management system, or for use in managing e-mailing lists.

Site features. We worked closely with Mecon staff to develop an administrative module that would combine efficiency and flexibility, including the following key features:

• Query tools to allow an administrator to search for leads based on a variety of characteristics.
• Dynamic administration to allow administrators to change lead categories and individual lead entries in real time through a standard web browser.
• A "view similar" feature to assist in removing or consolidating duplicate records.
• The ability to export the results of any custom query as an Excel spreadsheet for further analysis.