Sales Portal: From Enquiry to Contract
Enquiries came in by email, phone, web form and referral. Notes on who had last spoken to whom were scattered across notebooks and inboxes. Which advertising actually brought in customers was anyone’s guess.
The solution was a sales portal that follows every enquiry from the website to the signed contract. Each morning, the team sees what is due. Management sees where advertising pays off and where it does not.
What was missing
- One place for all enquiries. Many sat in individual inboxes.
- A clear next step. Callbacks slipped through the cracks when someone was ill or on holiday.
- Advertising figures. Whether an ad brought in customers or just clicks was impossible to tell.
Every morning, a clear view of what’s due
After logging in, the portal shows the day’s tasks. One click leads straight to the enquiry.
Today’s tasks
Everything due today, in one place.
Every enquiry has a stage
New, call, quote, contract. Each enquiry shows its next step and where it came from. Enquiries from the website form land in the portal automatically, so nobody has to retype them.
All enquiries by stage
Every enquiry has a stage and a next step.
See which advertising pays off
Costs from Google and Meta flow straight into the portal. Each source shows how many contracts it has produced and what each contract cost. That makes it easy to move the budget to where it works.
From enquiry to contract
How far enquiries get and which source pays off.
Advertising only where it pays
The portal includes a location analysis. Each region is given a score for how worthwhile a deal there would be. Once a region reaches a set score, it is automatically added to the ad campaigns, targeted within a fixed radius. No budget is spent on areas that rarely produce contracts.
What else the portal does
- Appointments and follow-ups go straight into your own calendar
- Emails from templates with a ready-made signature
- A dedicated interface for the sales team
Who it’s for
For businesses that receive several enquiries a week, have more than one person in sales or spend money on advertising without knowing exactly what it delivers. The portal runs on the company’s own website, and the data stays with the company.
All names, places and figures in the views are sample data. The client and industry remain confidential.
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