You know how many inquiries came in. Now you can also see where they came from and what became of them.
One dashboard that follows every inquiry, from the moment it arrives to the registration or the deal, and shows which source really closes. One current picture, while there is still time to respond.
For marketing and sales managers
If the source of an inquiry is recorded at the start and forgotten by the close, the marketing budget is divided on instinct. Here you see leads by source over time, performance against target, and a comparison with previous years.
Lead Tracking
The problem
You know how many inquiries came in, but not what became of them: the source is recorded at the start and forgotten by the close, so the marketing budget is divided on instinct.
The solution
One module that follows an inquiry from the moment it arrives to the registration or the deal - where it came from, who handled it, and where you stand against target by month, quarter and year.
What you see
Registrations against target · leads by source over time · advisor performance against target · comparison with previous years
Sales & Collections
The problem
You know how much was sold, but not always who is genuinely profitable and who pays on time. Sales and collections often live in separate reports - so the business picture is partial.
The solution
One module that joins what was sold, what it earned and who has paid into a single picture, for every customer and every salesperson, against the comparable period. The data comes from Priority, and metrics are calculated once in the data warehouse, so the numbers stay consistent across every report.
What you see
Sales and profit against last year · open and future debt · credits · sales by item and family · target attainment per salesperson
Connect in one day. Live within weeks.
- Connect to Priority. No changes to your ERP processes.
- Choose a first module. Lead tracking or sales and collections, whichever is more pressing.
- Go live. Dashboards on one data warehouse, with consistent numbers across every report.
Frequently asked questions
What does the lead dashboard show?
Registrations against target, leads by source over time, advisor performance against target and a comparison with previous years.
How long until we are live?
You connect in one day and go live within weeks. You choose a first module: lead tracking or sales and collections, whichever is more pressing.
Who is it for?
For marketing and sales managers. If the source of an inquiry is recorded at the start and forgotten by the close, here you see leads by source over time and performance against target.
How do we start?
Leave your details in the form and we'll get back to you within one business day. You can also start by seeing what it looks like.
- An official Priority technology partner since 2021.
- 20+ years of experience.
- Dozens of managers make decisions through us.
We'll Get Back to You Within One Business Day
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