Lead Management Module

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Why do I need it?

Partners love leads but as leads take a lot of effort and resources to obtain, it's important that they are managed well and followed up properly.

What is it?

Channeltivity's Lead Management module provides you with the tools and information for you to manage the whole lead process easily and effectively from distribution through to closure.

Enter leads easily by uploading from a spreadsheet, linking to our API or by manually filling out the lead entry form.
Partners notified of new leads by email
Partners can view, open, download their leads, and run reports on their lead history
Partners can update opportunity status and close the loop
Lead Administration Dashboard enables you to view unassigned leads, assigned leads and breakdown graphs by source, partner and opportunity.
Run reports to view leads by status, partner assignment or date.

How will it help me increase revenue?

Revenue Growth

Keep track of distributed leads to ensure follow up
Ensure partners follow up opportunities and drive your channel revenue
Good leads make happy partners, and happy partners make more revenue
Increased closure rate with better leads process
Improve your lead generation by utilizing feedback

Channel Development

Get partners up and running quickly by providing leads

How do we purchase it?

Channeltivity is available in modules so you can purchase whatever you need now and add more tools and functionality as you require it.

Speak to us now and we can have you up and running in days.

Learn more about each module:

Why buy Channeltivity?

Specifically designed for Channel Management to help you drive revenue through your channel
Provides sophisticated management tools for you and your team
You can be up and running in days with a professional, branded partner portal
Fully hosted solution, SaaS (Software as a Service) to provide 24X7 access for you and your partners at an affordable price
Sophisticated partner tools and resources to offer you competitive advantage
Grows with you — modular, so you can buy what you need now and add more functionality as you require it
Integrates with your existing systems such as SalesForce

Screenshots from Dashboard

Lead Administration Dashboard

Get a quick overview of your lead distribution and management program. View unassigned leads, assigned leads and breakdown graphs by source, partner and opportunity.

Lead Entry (Administrator view)

Enter leads by uploading a spreadsheet, linking to our API or by manually filling out the lead entry form.

Lead Report (Administrator view)

Run reports to view leads by status, partner assignment or date.

Lead Dashboard (Partner view)

Partners can view, open and download their leads, and run reports on their lead history.

Lead Details (Partner view)

Once partners have opened a lead, they can provide feedback on opportunity status and close the loop on your lead management program.