Better lead management through automated lead scoring, lead nurturing, lead segmentation, and lead routing
End-to-end lead management capabilities
The Mindmatrix platform offers end-to-end effective lead management capabilities.
Flexibility in lead data capture
To begin with, the Mindmatrix platform offers default (static) lead information fields and you can further add custom lead information fields to capture as much lead data as you’d like. You can change the layout of the contact fields as per your needs and control what lead data is shared with other users.
Importing leads into the Mindmatrix platform
The leads can be added into the Mindmatrix platform individually or imported from a list. The Mindmatrix platform supports the import of spreadsheet files of the Excel and CSV types.
Lead sharing
The leads in the Mindmatrix platform can be shared and ownership can be transferred seamlessly.
Lead nurturing
Mindmatrix tracks lead behavior across multiple touchpoints such as landing pages, emails, and social media and uses this information to further create laser-focused lead follow-up and nurturing campaigns. Nurturing leads with Mindmatrix is an easy and visual experience. Corporate marketing can create the nurturing drips in a few simple steps and even run the lead nurturing campaigns on behalf of the partners.
Meaningful lead interactions through asset recommendations and playbooks
Based on lead behavior, attributes, and the position of the lead in the sales cycle, the Mindmatrix platform’s asset recommendation engine suggests the right assets to be shared with the lead. The platform also has tools such as Sales Playbooks, Historical Opportunity data that enable positive lead interaction and successful closure.
A single repository for all lead communications, including e-contracts
The Mindmatrix platform provides users with access to all kinds of lead communication data including emails, brochures, sales presentations, product catalogs, sales proposals, quotations, and more! The Mindmatrix platform even has an e-contract signing module, whereby the contracts can be shared with the leads for digital execution, thus taking care of the final step of the sales process.
Lead reporting
The Mindmatrix platform offers a 360-degree view of all the leads in the system. It analyzes the complete digital footprint of the lead (email opens, form fills, website visits, social engagement, whitepaper downloads, link clicks, etc.,) and provides an in-depth picture of each lead. This insight into lead activity helps channel partners and salespeople approach their leads better and sell faster.
Smart lead lists, alerts, and to-dos
The Mindmatrix platform allows you to create smart lists based on various lead behavior or attributes and sends email notifications or alerts to the concerned salespeople or channel partners. . You can also generate ‘To Dos’ in the Mindmatrix platform that specify the next step to be taken with respect to the leads in the smart list.
Lead scoring
Mindmatrix’s lead scoring functionality develops a reasoned, relevant process for scoring leads and ranks them based on various well-defined parameters such as lead behavior, lead characteristics, and other custom conditions. The Mindmatrix platform assigns scores to leads based on their attributes and interactions with your sales and marketing materials. In simple terms for every click, open, or download the leads are assigned a certain number of points. The lead score helps classify the leads as a hot, medium, or cold based on their engagement levels, helping you focus on leads who are more likely to close while channeling the others to a lead nurturing program within the Mindmatrix platform.
Lead routing
Mindmatrix offers smart lead segmentation and routing capabilities Whenever a lead flows in at the corporate level, through whatever means, Mindmatrix automatically assigns it to a channel partner based on pre-set parameters specified by the vendor. These parameters include zip code, expertise, partnership levels, or other attributes as specified by the vendor at the corporate level. The platform also supports round-robin or priority routing.
CRM Integration
The Mindmatrix platform integrates seamlessly with leading CRM platforms to share leads and lead data in real-time.
Lead nurturing programs to effectively stay in touch with leads through every stage of the sales funnel
Engage in effective lead nurturing programs with Mindmatrix as it analyzes lead behavior and helps you recognize the interest and engagement level of each prospect. Develop personalized lead nurturing programs that effectively drive leads from cold to warm and finally, hot.
Nurturing leads with Mindmatrix is an easy and visual experience. Marketing can create the nurturing drips in 3 simple steps and run the lead nurturing campaigns on behalf of the salespeople.
Smart lead segmentation
Our smart lists automatically segment your contacts into various groups—in real-time, based on the pre-set conditions defined by you. Create smart lists based on ANY condition of your choice—prospect characteristics such as age, location, gender, industry vertical, etc, or prospect behavior, such as email opens, link clicks, website visits, and more! Mindmatrix then automatically assigns these leads to your salespeople or channel partners and also sends emails/SMS to the smart list contacts on their behalf.
Engage in next-generation sales prospecting with voice Integration
Mindmatrix integrates with voice platforms allowing for more powerful asset delivery and lead management experience. By bringing records from voice solutions onto the Mindmatrix platform, this integration allows users to make phone calls to their contacts and supports the delivery of assets such as pre-recorded voicemail messages from the playbook–right from the Mindmatrix platform. These activities will also be recorded by the Mindmatrix platform, reflected in reports and the relevant data will be applied across other features of the platform such as lead nurturing, lead scoring, and lead management, making its sales prospecting functionality more powerful.
