Score & Qualify Leads
Sun Bear automatically ranks qualified leads by score, so organizations can deliver the most important prospects to sales quickly and improve conversion rates.
For instance a lead with a high score may be routed directly to sales, a medium score added to a nurturing campaign and a low score closed and no further action taken.
Assignment & Notification
Automatically assign and distribute qualified leads to sales channels based on territory rules. Automatically notify lead recipients of new leads.
Manage Lead Pipelines
We provide lead owners with all the information and tools needed to manage their dialog with qualified leads and close sales.
Sales reps get a complete prospect picture at a glance - including prospect history, leads, campaigns and interactions.
Sales can gather sales stage information such as stage, value, close, date, competitors, etc. All information is automatically tied back to the prospect and can be used for ROI analysis, as selection criteria for subsequent campaigns.
Schedule Next Actions
Sales can schedule next actions, action owners and next action dates ensuring that no opportunities fall out of the pipeline. Automated reminders can be sent to the prospect and sales rep before any scheduled follow-up dates.