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Page 1: with LeadSquared...Thanks for stopping by. How may I help you? Reduce your cost per lead with responsive landing pages Edit the content and publish pages instantly on Google Adwords,

Lend More Moneywith LeadSquared

Used and loved by 10000+ users worldwide

Page 2: with LeadSquared...Thanks for stopping by. How may I help you? Reduce your cost per lead with responsive landing pages Edit the content and publish pages instantly on Google Adwords,

Capture leads seamlessly from every sourceAnd identify the sources that work best for you

1

Page 3: with LeadSquared...Thanks for stopping by. How may I help you? Reduce your cost per lead with responsive landing pages Edit the content and publish pages instantly on Google Adwords,

Increase your web leads with website widgets and web forms

Create Topbars in minutes without any IT Support

[Newsletter] Get more insights on offers & market updates Subscribe Now!

Page 4: with LeadSquared...Thanks for stopping by. How may I help you? Reduce your cost per lead with responsive landing pages Edit the content and publish pages instantly on Google Adwords,

Automatically capture chat inquiries as leads

Integrate Olark and Zopim chat with LeadSquared and capture inquiries as leads

[Newsletter] Get more insights on offers & market updates Subscribe Now!

Thanks for stopping by. How may I help you?

Page 5: with LeadSquared...Thanks for stopping by. How may I help you? Reduce your cost per lead with responsive landing pages Edit the content and publish pages instantly on Google Adwords,

Reduce your cost per lead with responsive landing pages

Edit the content and publish pages instantly on Google Adwords, Facebook, LinkedIn or elsewhere

Page 6: with LeadSquared...Thanks for stopping by. How may I help you? Reduce your cost per lead with responsive landing pages Edit the content and publish pages instantly on Google Adwords,

Capture phone inquires as leads

Integrate LeadSquared with cloud telephony/IVR number/virtual number

New lead captured!

Name: Altesh Baijoo

Source: Inbound Phone call

Lead Score: +45

Email: [email protected]

View social profile

Page 7: with LeadSquared...Thanks for stopping by. How may I help you? Reduce your cost per lead with responsive landing pages Edit the content and publish pages instantly on Google Adwords,

You can also import leads manually

Manually import the leads or use Excel directly

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Reduce the response time with

Send relevant and quick responses as soon as an inquiry comes in

Automatic Lead Distribution

Automatically assign leads across various centers or teams based on demographics, type of loan/mutual

fund/stocks, or any other rules you set

Automatic Notifications

Send automatic response to new inquiries and also send notifications to sales

2

Page 9: with LeadSquared...Thanks for stopping by. How may I help you? Reduce your cost per lead with responsive landing pages Edit the content and publish pages instantly on Google Adwords,

Send relevant response to right people at the right time

Cape Town Johannesburg Durban Pretoria Cairo

South

Zone

North

Zone

Automate lead distribution

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Manage all your leads in one place

Page 1 of 120

3

Walk In

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Identify which leads to call first with lead quality scoring

Page 1 of 120

4

Walk In

Page 12: with LeadSquared...Thanks for stopping by. How may I help you? Reduce your cost per lead with responsive landing pages Edit the content and publish pages instantly on Google Adwords,

Track their behavior & activities with LeadSquared

Maanas KLocation: Hyderabad, APLead Score: 45Phone number: 899878876Email: [email protected]

Lead Stage: WarmLead Quality: 6/10

Viewed ‘Apply for loan’ page and spent 5 minutes

Called on landline & enquired about the loan

Submitted form ‘Apply for loan’ on home page (Converted to Lead)

Email Sent with subject ‘We have received your loan application’

Email Opened with subject ‘We have received your loan

application’

+5

+3

+8

+1

+2

Tue, 10 am

Wed, 10:10 am

Wed, 2 pm

Wed, 2:01 pm

Wed, 6 pm

5

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Organize & segment leads using lead quality scoring, behavior & activity

TOTAL LEADS: 287

6

LEADS WHO APPLIED FOR

LOAN

LEADS WHO MADE

INQUIRIES ABOUT LOANS

BLOG / NEWLETTER

SUBSCRIBERS

LEADS WHO CALCULATED

EMI

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Follow up with active leads using email & SMS autoresponse

Subject: Maanas, we have received your loan application!

Hi Maanas,

We have received your loan application! You can expect a call from us soon. We would be interested in hearing more about your requirements.

Thanks,Dhivya,XYZ Financial Services

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Maanas KLocation: Hyderabad, APLead Score: 45Phone number: 899878876Email: [email protected]

Lead Stage: WarmLead Quality: 6/10

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Setup tasks and reminders

Maanas KLocation: Hyderabad, APLead Score: 45Phone number: 899878876Email: [email protected]

Lead Stage: WarmLead Quality: 6/10

1 task pending

Follow up with Maanas on Wednesday, 9th April at 11 am

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Nurture leads with email and SMS campaigns to create interest

KYC Verification50% discount on initial

processing feeInsights on offers and

market updatesEMI Calculated

9

LEADS WHO APPLIED FOR

LOAN

LEADS WHO MADE

INQUIRIES ABOUT LOANS

BLOG / NEWLETTER

SUBSCRIBERS

LEADS WHO CALCULATED

EMI

Page 17: with LeadSquared...Thanks for stopping by. How may I help you? Reduce your cost per lead with responsive landing pages Edit the content and publish pages instantly on Google Adwords,

10

Connect with your leads promptly

John submits "inquiry form" on your website

He gets an automated "thank you email & SMS" with loan/mutual fund details

Your sales staff gets a "new lead" alert

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And periodically

John gets a “KYC Verification” email

He gets an email with estimated loan/mutual fund amount

He gets a “50% discount offer” on initial processing fee

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DAY 3

DAY 4

DAY 7

Page 19: with LeadSquared...Thanks for stopping by. How may I help you? Reduce your cost per lead with responsive landing pages Edit the content and publish pages instantly on Google Adwords,

Send automated offers based on lead behavior

Adam gets a “5% discount” on first setup of loan

Sam gets a newsletter with “market updates”

Sonia gets an SMS with “stock market news”

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Page 20: with LeadSquared...Thanks for stopping by. How may I help you? Reduce your cost per lead with responsive landing pages Edit the content and publish pages instantly on Google Adwords,

Find out the engagement index of your leads

Engaged

Disengaged

67%

Engaged

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Campaign A Campaign B Campaign C Campaign D Campaign E

14.4% 14%

6%

12%

5%

26.5%

38.5%

48.7%

17.8%

22.3%

Open Rate

Click Rate

Analyze your email/SMS campaigns and autoresponders

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Facts you can know about your business

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Measure revenue by lead source

Rs 23.4 k

Rs 11.9 k

Rs 21.2 k

Rs 8.6 k

Rs 25.4 k

Adwords Facebook Inbound Enquiries Website Social Media

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by geography

Rs 12.4 k

Rs 11.9 k

Rs 28.2 k

Rs 3.6 k

Rs 15.4 k

Center A Center B Center C Center D Center E

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Rs 13.4 k

Rs 8.9 k

Rs 21.2 k

Rs 8.6 k

Rs 25.4 k

Rohit Amit George Gunjan Tanushree

by sales person

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Lead insights in your pocket

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Page 27: with LeadSquared...Thanks for stopping by. How may I help you? Reduce your cost per lead with responsive landing pages Edit the content and publish pages instantly on Google Adwords,

Field sales guy uploads activity after meeting

Adds GPS location from map to the meeting

Client image and agent location available to Manager

Track Sales Representative’s activity

Meeting

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Met Alex BrownTime (9:00AM-10AM)Location- Kandivali

Met Sunny AndersonTime (11:00AM-12PM)Location- Malad

Met John MarksonTime (3:00PM-4PM)Location- Andheri

Geo location tracking of sales users

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Salesperson # of leads # of activity

Shibani Roy 182 35

Ashish Sharma 50 10

Lakshmi Joshi 120 24

Meenu N 145 32

Lead name Phone Activity note Date

Rohit Suri 7888767554 Meeting over 17/5/2016

Heena Syed 9877876547 Loan Proposal

Sent

12/5/2016

Yogesh Apte 9887654545 Met in person.

Seems interested

3/5/2016

Ashish Sharma

3 meetings today

14 tasks completed

50 Prospects

30 Follow ups

9 Customers

Sales Activity Report

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Apps Marketplace

15

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Comes with friendly support

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Get in touch:

sales @ leadsquared.com+1.732.375.1161 (US)

+91.90191.72733 (India)

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