The upcoming Leads Workspace is being built with one goal in mind: to let you and your sales team do everything concerning lead management on a single page, from capturing a lead to nurturing it and closing the deal.
Workspaces — which will be integrated with each of WORKetc’s major modules — will let you quickly switch between items with as few clicks as possible without having to load a new page or tab.
They will put the focus squarely back on what is important: letting you get your work done without forcing you to wrestle with the interface. You can get your work done, be it sales, projects, contacts, or support, on just one page.
You can check out each of the Leads Workspace’s three sections below. Please note that these videos feature footage from the live internal alpha version.
The main Leads Workspace lets you quickly switch between leads and any attached items and view the data you need to see without having to open a new tab or window. You can concentrate on closing a lead instead of having to hunt down in which tab you opened it.
A sales agent for a digital marketing firm can, for example, hop on a call with a potential customer and have all the previous work they’ve done for that lead a single click away — from back and forth emails, internal discussions, old support cases, and timesheets to any products they may have purchased in the past.
The sales pipeline gives you a graphical overview of the current state of all your leads. The upcoming redesign makes better use of valuable screen real estate and lets you drill down into specific leads even quicker.
You can filter leads according to sales process and employee. The Pipeline lets you quickly see which leads need more attention and which ones are about to be closed; you can better manage the sales process and maximize your sales efforts.
With Custom Views, you can quickly create filtered and grouped lists of whichever leads are important to you. You can slice, dice, and filter your data six ways from Sunday and save custom filters for instant access.
A digital marketing firm can, for example, filter for all currently active leads interested in SEO services, were created in the past five days, and are tagged high priority. Custom Views lets you create a list of potential customers on which you can focus, on demand.
For more in-depth information, make sure to read our earlier post on how lead management works in the upcoming Leads Workspace.