How to Use Gleantap’s Sales Lead Management Software

Knowing how to manage your sales in a way that fits your business best can feel overwhelming when you’re just getting started. Luckily, you don’t have to learn the process alone. We’ve put together a list of some of our most frequently asked questions that involve Gleantap’s sales lead management software. Read on to find the answers to your most pressing lead management questions

What can I do with the sales lead management software? 

Gleantaps sales lead management software allows you to organize, nurture, and motivate potential leads through the sales pipeline. The sales lead management software has three main components that allow you to craft your customers sales journey: 

Pipeline

The pipeline management feature gives you the power to configure your own lead flow in a way that fits your customers best. Generate SMS, email, and push notification campaigns to reach leads faster and more effectively. 

CRM

Gleantap’s customer relationship software is highly effective at mapping and guiding customers through the sales pipeline. Features like two-way SMS conversations, customer journey visibility, and stackable metrics for conditional logic boost conversion rates and create personalized experiences for customers. 

Appointments

Manage customer appointments and class schedules from an easy to use dashboard. This software also includes automated appointment confirmations for customers to help track and motivate class attendance. 

What automations can I implement with the software? 

When it comes to your sales lead management software you can automate just about everything. Conversions, review management and responses, retention campaigns, and more can all be optimized through the automation feature to help you boost conversion and engage customers. 

Additionally, the software uses a highly efficient data collection tool to build full lead profiles. This means that every automated message can be tailored to the customer based on their data, making it more likely to be effective.

How can I track the effectiveness of my sales lead management software? 

Gleantap’s sales lead management tool comes with a data analytics and insights dashboard. From here, you will be able to see how effective your campaigns are. Other features that you are able to track are:

  • ROI
  • Lifetime value of customers
  • Average churn rates
  • Visits per customer
  • New customers total
  • Lead frequency

If your company is a larger enterprise with multiple locations, you will be able to see metrics specific to each location alongside total business metrics. 

What is a business scorecard? 

For businesses with more than one location, staying on top of key metrics can be difficult and cause you to lose out on growth opportunities. Business scorecards are custom built dashboards that can easily track any metrics that are important to you across multiple locations. 

How much does it cost? 

Gleantap offers a variety of different packages to fit the needs and budget of your business. We know that customization is important, which is why each package comes with built-in flexibility. 

Starter– $99/ month per location

  • Up to 1,000 contacts
  • Unlimited emails
  • 1,000 tax credits
  • Two-way conversation (Text / Email)
  • Inbox
  • Website text chat
  • Campaigns (automated & one-time)
  • Flow builder
  • Segmentation
  • Form & pages
  • Sales (+$99/mo)
  • Pipeline
  • CRM
  • Appointments
  • Reviews (+ $49/mo)
  • Reviews Management

Premium–$199/ month per location

    • Up to 5,000 contacts
    • Unlimited emails
    • 5,000 text credits ($15 per 1,000 after)
    • Two-way conversation (Text / Email)
    • Inbox
    • Website text chat
    • Campaigns (automated & one-time)
    • Flow builder
    • Segmentation
    • Form & pages
  • Sales (+$99/mo)
    • Pipeline
    • CRM
    • Appointments
  • Reviews (+ $49/mo)
  • Reviews management

Business– 299/ month per location

    • Up to 5,000 contacts
    • Unlimited emails
    • 5,000 Text credits ($15 per 1,000 after)
    • Two-way conversation (Text / Email)
    • Inbox
    • Website text chat
    • Campaigns (automated & one-time)
    • Flow builder
    • Segmentation
    • Form & pages
  • Sales (+$99/mo)
    • Pipeline
    • CRM
    • Appointments
  • Reviews (+ $49/mo)
  • Reviews management

Is there a contract with my membership? 

Yes. Gleantap is a month-to-month service that requires a 30-day notice to be canceled. 

How long does it take to set up my management software?  

Your account will be configured and ready to use within 24 hours of signing your contract. At this point you will begin to see leads pop up in your inbox and you will be able to build personalized campaigns. 

If you’re switching from another CRM software, Gleantap’s easily integrated into any software. This makes transferring all of your established data easy. You’ll be able to check in on existing members or customers as soon as you transfer your saved data into the system.

Do I need a sales management consultant?

Gleantap’s software has been made to be intuitive and easy to use. However, we still offer assistance and 24/7 online support if you run into issues with your system. We also provide weekly check-in’s to make sure everything is running smoothly and campaigns are running at their peak performance. 

Which platforms does Gleantap support? 

Gleantap can be used on the following platforms: 

  • Windows
  • Mac/OSX
  • Linu
  • SaaS
  • Iphone
  • Ipad
  • Android

What is the best industry for Gleantap?

Gleantap is optimized for the fitness club and wellness industry. The sales lead management software is equipped with appointment management, push notifications, and attendance tracking features that make it ideal for gym owners and gym members. 

That being said, all of the features offered by Gleantap can be applied to any other industry. Spas, hotels, ecommerce, and even restaurants can implement text message marketing campaigns and push notifications to their advantage. 

Which apps are supported by Gleantap?

Gleantap’s lead management software can integrate into dozens of apps to help simplify your tech stack and get a full overview of each customer. A few of the apps supported by Gleantap include: 

  • Mindbody
  • ABC financial
  • Active POS
  • Shopify
  • Centeredge Software
  • Zapier
  • ClubAutomation
  • BookNow
  • ClubReady
  • CSI Spectrum
  • HubSpot
  • + dozens more

Being able to manage your sales is crucial for the success of your business. Gleantap’s sales lead management systems and workflows allow you to prioritize the aspects of sales lead management that are most important to your business. With a simple set-up and integrated automations, finding and keeping your ideal customer is easy. 

If you’re ready to change the way you manage your sales leads, contact us or schedule a free demo today! 

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