Wouldn't it be nice if you could just get your hands on that golden list of leads? It is almost always easier to sell to someone who is already interested in your product or service than to someone who has never heard of your offering before. Well, if your business is primarily B2B and you have a solid web presence then most likely you have this information already available to you.
Utilizing the data available in Google Analytics (if your site isn't hooked up to Google Analytics there is a good amount of valuable data you are missing out on) the Website Visitor Tracker powered by Google Analytics module presents a dashlet on your SugarCRM home page with a list of the folks visiting your site the most often:
The dashlet will quickly show which of those visitors are already accounts in the system by highlighting the row yellow if it is an account that you are already assigned to or by changing the text to blue if someone else is assigned to the account. All other rows are not yet accounts in your system and are probably prime targets to follow-up on.
You can further filter that list on the right side by either keywords or territories. For example, if your territory was the east coast you could filter by New York, New Jersey, etc. Want to be notified automatically whenever a visitor hits a certain page count? Create a custom Workflow in Pro or above or a custom logic hook in CE that alerts you with who to contact.
Quit wasting time on dead leads. Start getting highly qualified leads hand delivered to you by downloading the 30 day trial today!
SM Dynamic Target List
Create a dynamic list based on your collected data and always be up to date with your audience in SugarCRM! The Solutions Metrix Dynamic Target List add-on empowers you to easily build dynamic lists based on best practices, combining the strength of reports with the efficiency of prospect lists.
TimeLine Viewer for SugarCRM helps you work faster and easier.
It saves time giving the insight into the goings-on of the business by tracking events, which you consider key events, and putting them at your fingertips via special TimeLine views.
Find the duplicate records by names, anyphones, and email-address from the modules like Account, Contacts, Leads. This addon helps you to quickly find and merge the duplicate records in CRM
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