Lead Management Software


Manual lead transfer is a thing of the past


Control over information and quality of advice – without effort

 
Lead Management Software


Manual lead transfer is a thing of the past


Control over information and quality of advice – without effort

 

Lead capturing, lead management and lead tracking for the pros

What about your leads? Without digital lead capturing, digital lead qualification, lead management and lead tracking, this question is certainly difficult to answer. Yet this is a matter that should not be underestimated, because without automated processes, communication with all installation partners and the end customer remains time-consuming and error-prone. You are flying blind and, without actively asking, you no longer know whether your installation partner has really installed your products. In the worst case, the end customers advised by your brand turn to you because they have not received any updates. In addition, a high demand situation and the resulting high consulting effort require that the leads are better qualified from the beginning.

With Eturnity's smart lead management software, this is a thing of the past. You keep track of lead quality, consulting quality, information flow and consulting status of your leads. The intelligent software works completely automatically according to your individual preferences (AI).


With Eturnity Lead Management you optimise:



The digital lead management process with Eturnity software is this simple


  • 1Lead Capturing: Qualification

    You automate lead qualification with the simple and easy-to-understand Solar or Heating Calculator as well as E-Mobility Configurator in your branding and based on your products.
  • 2Lead Management: Transmit

    You automatically assign the generated leads to the most suitable installers/partners based on various criteria such as region/partner status/sales volume.
  • 3Lead Tracking: Overview

    You connect Eturnity Lead Management with your existing CRM system via API/interface. This way you are up to date on the current consulting status of the assigned leads.
  • 4Lead Tracking: Transfer

    Your installation partners can process the lead in seconds and provide it with an offer. Without manual effort, but with a positive impact on your brand presence.
Your advantages

What digital lead management can do


Automated work steps

You automatically distribute the leads according to your scheme and receive all important information back just as quickly

Efficiency becomes your trademark

You increase convenience, process quality and efficiency for you and your industry clientele

Your clientele remains loyal to you

The end-customer experience and efficient processes bind your clientele more strongly to your company

One step ahead of the competition

You influence the quality of your advice independently and stand out from the competition

Cooperation with installation partners

The transfer of qualified leads to installation partners is automated

Lead Capturing: Qualification


This is what makes lead qualification with an Eturnity Calculator or Configurator so smart:

  • You generate leads with an easy-to-use end-customer self-counselling tool and use them to increase your company's customer loyalty
  • At the same time, you can directly pre-qualify these leads in times of a high demand situation
  • Branding and PDF design can be customised according to your CI/CD
  • Result masks and the calculation basis as well as components and prices are customisable
  • Iframe integration in websites is very easy to implement

Lead Management: Transmit


This is what automated lead management can do:

  • You define the assignment criteria for your leads, e.g. by region, installation partner status or sales volume
  • You define the selection mode, e.g. a certain order in which leads are assigned
  • Integration into your existing CRM system is possible
  • Automation leads to a reduction in manual process steps

Lead Tracking: Overview


How to stay up to date with Lead Tracking

  • Intelligent software (AI) enables automated feedback of information about the lead process
  • This enables more transparency and evaluation possibilities
  • Lead and consultation status information is automatically transferred to your existing CRM system via API/interface

Lead Management: Transfer


You positively influence your brand image:

  • Your installation partners can feed the new contact directly into the quotation tool
  • The manual transfer effort is completely eliminated
  • The lead can be processed in seconds
  • You can be sure that the interested parties are ultimately provided with the most customer-friendly offers
  • You influence your brand image positively, even beyond the consultation phase

Who we have already convinced:

"With the Lead Manager, we are integrating the Eturnity solution even better into our digitalised customer acquisition process, so that we can hand over centrally pre-qualified customer enquiries even more efficiently and transparently directly to our installation partners. For us, the integration was a very valuable step."

Eike Johann, BKW AG

Be among the first

Eturnity's new add-on not only buys you time, it also gives you an edge over the competition. You will be able to provide your customers with fast and clear next-level customer service. BKW has recognised the advantages of automated lead management and was the first company to develop and test the feature together with Eturnity.

Book free appointment

Who we have already convinced:

Excerpt of our network

  • swissolar-logo-partnernetzwerk-eturnity
  • logo-suissetec-partnernetzwerk-eturnity
  • logo-stiebel-eltron-kunde-eturnity
  • logo-solarwatt
  • logo-fws-partnernetzwerk-eturnity
  • logo-bsw-solar-partnernetzwerk-eturnity
  • logo-meyer-burger

We consult you

Your personal customer advisory team

We will be happy to answer your questions, just get in touch with one of our customer consultants.

Dierk Meister

Strategic Account Manager DACH

+49 7543 989 29 633


Roger Sutter

VP Sales DACH

+41 81 511 64 68



Nous vous conseillons

Votre équipe personnelle de conseil clientèle

Nous sommes à votre disposition pour toute question complémentaire.

Quentin Thepot

Conseiller Clientèle CH

+ 41 77 509 76 69



Nous vous conseillons

Votre équipe personnelle de conseil clientèle

Nous sommes à votre disposition pour toute question complémentaire.

Merce Corcuera

Business Developer SV

+46 8 580 987 83



We consult you

Your personal customer advisory team

We will be happy to answer your questions, just get in touch with one of our customer consultants.

Romain Barrabas

Business Developer UK & Norway

+44 7700 138 807



We consult you

Your personal customer advisory team

We will be happy to answer your questions, just get in touch with one of our customer consultants.

Doris Frehner

Head of Business Development

+46 8-121 114 766



Vi consultiamo

Il vostro team personale di consulenza clienti

Siamo lieti di rispondere alle vostre domande, basta contattare il nostro consulente.

Daniele Saracista

Business Developer Italia

+41 81 511 54 86



Le consultamos

Su equipo personal de servicio al cliente

Estaremos encantados de responder a tus preguntas, solo contacta a nuestro asesor.

Sebastian Toso

Desarrollador de Negocios

+34 66 246 75 76



We consult you

Your personal customer advisory team

We will be happy to answer your questions, just get in touch with one of our customer consultants.

Merce Corcuera

Business Developer SV

+46 8 580 987 83



We consult you

Your personal customer advisory team

We will be happy to answer your questions, just get in touch with one of our customer consultants.

Roger Sutter

VP Sales DACH

+41 81 511 64 68