Sales Management

Sales Lead Nurturing & Management

Prioritize & Organize Your Success

Manager
Overview

Team tracking &
management
overview
functions.

Digital
Forms

Configurable &
customizable sales
forms with digital
signature analytics.

Task
Management

Simple task
management with
status tracking &
reporting.

Reporting

Essential live
reporting.

Simple, easy to use
dashboards for tracking &
accountability.

Email, SMS texting,
automated phone calls,
etc. Build your own
communication funnel.

Empower your team with
the tools needed to
collect information &
execute in real-time.

Optimize your team’s
ability to communicate &
execute with simple task
tracking.

Configure & build your
own digital forms,
accessible on any device,
with CRM tracking.

Give your company the
analytics, processes &
tools needed to enhance
sales.

Save, send, share & record
all documents in one easy
to use, remotely
accessible location.

One click event tracking
with customizable fields &
configuration.

Track & record scheduling
with Gmail, Outlook & IOS
integration.

Simple, easy to use
dashboards for tracking &
accountability.

Interactive
Dashboards

Easy to use
desktop, tablet &
mobile sales
dashboards.

Documentation

Internal & external
document
recording &
tracking.

Sales
Activity Tracking

Digital activity
recording
(meetings, phone
calls, etc.)

Communication

Internal & external
communication
tracking &
sending.

Estimating

Sales orders, bids,
estimating &
quoting done right.

Sales
Calendars

Live interactive
calendars with
sharing features.

Sales Management

Customer Relationship Management

Remove the guesswork from your sales process, and give your business the tools needed to position your sales team Increase Close Ratio for success.

Lead Nurturing

Stop relying on your memory and hoping your sales team performs as needed. Track, monitor and achieve goals with automated follow-ups, scheduling and real-time access to exactly where you’re at with each lead.

Activity Tracking

Gathering essential information, logging details and collaborating with your team will help you execute, improve customer relationships and maximize your team’s ability to perform.

Customer Portals

What better way to get more out of each customer you work with than to provide them with more opportunities to access your business when needed. Bring your sales process to life with digital customer-facing tools.

Task Management

Getting essential details to potential customers accurately and quickly can make all the difference. ROOK Connect content distribution systems can propel your sales closure rate.

Sales Management

Customer Relationship Management

Remove the guesswork from your sales process, and give your business the tools needed to position your sales team Increase Close Ratio for success.

Lead Nurturing

Stop relying on your memory and hoping your sales team performs as needed. Track, monitor and achieve goals with automated follow-ups, scheduling and real-time access to exactly where you’re at with each lead.

Activity Tracking

Gathering essential information, logging details and collaborating with your team will help you execute, improve customer relationships and maximize your team’s ability to perform.

Customer Portals

What better way to get more out of each customer you work with then to provide them with more opportunity to access your business when needed. Bring your sales process to life with digital customer-facing tools.

Task Management

Getting essential details to potential customers accurately and quickly can make all the difference. ROOK Connect content distribution systems can propel your sales closure rate.

How Does Your
Business Build &
Maintain Relationships?

build better relationships
with your customers

Connecting your team to their leads, sales activities and putting essential information in the palm of their hand not only increases organization; it also increases response time in converting soft leads to customers.

DELIVER & COLLECT
CONTENT QUICKLY

Gathering essential information, completing sales orders and providing estimates quickly and correctly can make all the difference when looking to close sales.

Increase Conversions

Increase visibility and give your team the tools needed to communicate.

Sales Effectiveness

Provide your customers with quotes, estimates, bids and sales orders quickly and efficiently.

Manage Your Sales Leads

Soft Lead

Information Gathering

Initial Meeting

Scope Meeting

Estimate Requested

Negotiations

Onboarding Meeting

Closed Successfully

Lost/Abandoned

Build Your Own Sales Funnel

ROOK Connect provides businesses with the tools needed to engage potential customers, reactivate old customers, build customer relationships and retain like never before. Give your team and customers the tools needed to build long term relationships.

ROOK Connect Sales Management

  • Sales Lead Management
  • Lead Nurturing
  • Drip Campaigns
  • Public & Private Calendars
  • Newsletters
  • Surveys
  • Sales Funnel Tracking
  • Prospecting
  • Cold Calling
  • Activity Tracking
  • Sales Orders
  • Information Gathering
  • Online Customer Orders
  • Customer Ordering Portals
  • Analytics & Reporting

Refer A Friend
COVID-19 Update
COVID-19