No lead missed. Every follow-up done on time.
Salezx tells your team which leads need action this week, and why, then follows up until each one moves.
7×
as likely to qualify a lead when it is contacted within an hour.
Source: Harvard Business Review, “The Short Life of Online Sales Leads,” 2011
The problem you already know
Leads come in from everywhere: the CRM, trade-show cards, Excel lists, website forms, and the sales@ or info@ inbox. Some get a quick call, some get a quote that’s never followed up, and some sit untouched for weeks. A customer asks for a revised price and nothing happens for two days. Nobody notices until the deal is gone.
Speed matters. In the Harvard Business Review study “The Short Life of Online Sales Leads,” firms that tried to contact potential customers within an hour were nearly seven times as likely to qualify the lead as those that waited even an hour longer, and more than 60 times as likely as those that waited 24 hours or more. The same research found 23% of companies never responded at all.
How it works
Every lead from every source, ranked, and worked through the week until it moves.
The weekly rhythm on Teams
Monday
The full list of pending leads, ranked, with the reason for each.
Tuesday to Thursday
The top three items still not done.
Before calls, visits and demos
A reminder. The next day: “How did it go?”
Friday
A review of Monday’s list showing what’s done, closed or still pending.
Around the week
- 01
Salezx gathers leads from all your sources
CRM leads and opportunities, uploaded lists, scanned visiting cards, enquiries arriving in shared mailboxes, campaign replies, and leads handed over from other desks.
- 02
It finds what needs action.
That includes new leads nobody has touched, quotes sent with no reply, customers who replied and are waiting, overdue tasks, and dormant former customers worth re-engaging.
- 03
It ranks leads by what matters.
Closing date and deal size come first, so your team works on the leads that bring revenue.
- 04
It drafts emails, and your rep decides.
When the next step is an email, a draft appears on the Teams card. The rep edits it, asks Salezx to send it from their own mailbox, or opens it in Outlook. Salezx never sends to a customer on its own.
- 05
Everything is recorded where you work.
Actions go into your CRM. If you don’t have a CRM, they go to the rep’s To Do list.
- 06
Leads never go quiet.
Nudges continue until the rep acts or the lead is closed. An untouched lead is never auto-closed or dropped.
What you see
01
Reps
A short, ranked list of what to do, with reasons, instead of a full CRM to dig through.
02
Managers
A weekly view of each rep’s overdues and leads that need their call. Nothing is taken away from the rep.
03
CEO and CFO
A monthly summary on the first working day showing pipeline actions, follow-up discipline and revenue at stake.
What it does for your business
More deals closed
From the leads you already paid to get.
Faster response
To new enquiries and customer questions.
Quotes followed up
Instead of forgotten.
Old customers won back
Through planned re-engagement.
A CRM that stays updated
Because actions are logged as they happen.
Managers coach
Instead of chase.
Good to know
- It works with the CRM you already have, and runs on Teams To Do if you don’t have one.
- Your reps stay in control of every customer conversation.
Your questions, answered
It makes sure no lead or quote is missed. Salezx gathers leads from your CRM, uploaded lists, scanned visiting cards, shared mailboxes and campaign replies, finds what needs action, and ranks it by closing date and deal size. Reps get a ranked list on Teams every Monday, the top three open items mid-week, reminders before calls, and a Friday review.