Lead Management Software: Manual lead transfer is a thing of the past

Control over information and quality of advice - without effort

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:

Consultation quality

Information flow

Overview of leads

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

Solar Calculator

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

Free consultation

Lead Management: Transfer

illustration-data-transfer-docusign-eturnity

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

Let us advise you

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.