LeadGen CRM Solutions - Belmark Corporation

Manage Your Day-To-Day Business

Planet LeadGen Features

Campaigns

Setup unlimited inbound or outbound campaigns ranging from email to social media to search engine to drip campaigns.

Sales Team

Setup your sales team easily including commissions and marketing material access. Assign prospects and existing buyers in a snap.

Lead Types

Setup as many different lead types as you need! Make sure you're getting the info you need for each campaign and the best converting leads.

Suppression Lists

Create multiple suppression lists to ensure your data is unique. You can even specify expiration windows to customize the process!

Lead Sources

Setup unlimited lead sources for externally produced leads! Monitor and analyze your lead sources to keep the quality at a level you expect.

Orders & Buyers

Create lead buyers and orders and make moving your leads as efficient as possible. Control order specs and help your buyers be successful!

Delivery Setups

Control virtually every aspect of how your leads are delivered. Specify on/off days, daily time ranges, delivery caps and methods just to name a few!

Reporting

Access intuitive reports on all areas of the platform! From agent and office performance reports to sales optimization, we have you covered.

Create inbound and outbound campaigns so you can monetize your data in new ways

Create Campaigns

Whether you have an inbound email or an outbound drip campaign, Planet LeadGen allows you to setup each campaign how it makes the most sense.

Monitor Each Campaign

Planet LeadGen allows you to monitor and analyze performance at all levels of each campaign. Have a clear idea in real-time of how each campaign is performing.

Keep Your Business Running Smoothly

Some campaigns perform better than others. Planet LeadGen allows you to monitor campaigns based on lead type, lead source, creative and landing page performance.

Successful campaign management is all about identifying what's working and what isn't. Planet LeadGen makes it easy to get the statistics you need in real-time to understand how your campaigns are performing!

Sales

Give your sales team the tools they need to be successful! Manage prospects and clients assigned to a salesperson, track sales and commissions to incentivize your sales team now and moving forward.

Setup Your Sales Team

Enter just a few bits of information to get started! Once added, a salesperson can be assigned leads, prospects and clients. Setup sales teams with team leaders for an extra layer of organization.

Monitor Performance

Monitor salesperson and sales team performance through the lead/prospect onboarding process into existing client relationships. Identify areas of your sales process that need attention or training.

Track Sales & Commissions

Track sales and commissions at the individual or team level. Report and pay commissions on regular intervals. Let Planet Small Business help you maximize your sales efforts and results!

Lead Types

Setup unlimited lead types and diversify your business while keeping control

Define Lead Types

Enter just a few bits of information and you can setup a lead type that then can be used throughout the platform. Variations of a lead type are a snap to implement as well!

Use Across Platform

Once defined, lead types can be used across the platform in agent scripts, buyer orders, lead delivery and platform-wide reporting.

Get The Data You Need

Use Planet Small Business to setup and customize each lead type your collecting. Optimize agent scripts and data collection forms by setting up each lead type to get exactly what you need!

Managing multiple lead types is all about knowing what information you need for each lead and being organized with each lead type. Planet Call Center gives you the ability to manage virtually unlimited amounts of different lead types!

Suppression Lists

Create and manage suppression and de-duping processes to make sure your data is as unique as possible

Easy Setup

Create virtually unlimited amount of suppression lists with just two pieces of info. Link each suppression list to one or more intake processes to minimize dupes. Use one or more data points for criteria.

Manage & Add

Easily turn suppression lists on and off as well as edit/add to existing lists. Add to existing lists through file uploads or real-time data transfers.

Monitor Activity

Monitor each list's activity to see how much potential duping is being prevented from each agent, office or lead source. Keep your data unique now and in the future!

Suppression lists and de-duping are all about keeping those processes up-to-date. Planet Small Business gives you the ability to keep your data unique!

Lead Sources

Keep your sources organized so that managing them keeps your exposure to a minimum

Define Lead Sources

Define your sources as generally or specific as you want. Setup a lead source that then can be used throughout the platform.

Use Across Platform

Once defined, lead sources can be used across the platform in campaigns, buyer orders, lead delivery and platform-wide reporting.

Manage Your Sources

Use Planet CallCenter to setup, customize and monitor each lead source you're working with. Optimize lead orders and delivery to keep your buyers wanting more!

Lead Sources are all about monitoring and matching up with the right buyer. Planet CallCenter gives you the ability to monitor each source's performance and send their leads to the right buyers!

Lead Orders

Setup and control virtually unlimited orders so that the right leads get to the right buyer

Intuitive Order Creation

Intuitively setup each lead order along with the lead specs needed to fulfill the order most efficiently. Specify up to 25 different data points for each order!

On-The-Fly Management

Manage and update orders in real-time. Order changes take effect right away to keep leads available for other processes.

Real-Time Numbers

Monitor each order for maximum fulfillment. Easily identify order changes that make more leads and data available across the platform!

Lead orders are all about specifying the right filters for the right buyer. Planet Call Center gives you the ability to maximize order fulfillment and revenue!

Lead Buyers

Seamlessly manage your lead-to-client process, convert more leads to clients and keep clients longer

Setup Buyers

Define your buyers as generally or specific as you want. With just a few pieces of information setup a lead buyer that then can be used throughout the platform.

Use Across Platform

Once defined, lead buyers can be used across the platform in orders, lead delivery and platform-wide reporting.

Manage Your Buyers

Use Planet CallCenter to setup, customize and monitor each lead buyer you're working with. Optimize lead orders, delivery and churn rates to keep your buyers wanting more!

Lead Buyers are all about matching up with the right lead source and monitoring their effective profitability. Planet CallCenter gives you the ability to monitor each buyers numbers and churn rates to make the relationship a success!

Delivery Setups

Setup lead delivery for each order / buyer to maximize their effectiveness.

Easy Setup

Setup each delivery customizable for each buyer. Specify the delivery method and format as well as included lead fields for each buyer.

Keep Buyers Happy

Make changes in real-time to keep up with changes a buyer may request. Changes ranging from fields included with each lead to when, how or what format can be made immediately!

Monitor Delivery

View real-time reports to know exactly what was delivered when. Whether it's one thousand leads of one lead type or two hundred of ten different types, stay on top of what's being sent to each buyer.

Reporting

Get the information you need easily for all the different areas of the Planet Small Business system!

System-Wide Reporting

Regardless of which area you need information about, get it intuitively and quickly. Ranging from statistics and raw number reporting to cumulative and analysis charts, get what you need to stay well-informed on all areas of the system!

Automate & Shortcut

Create automatic reports & delivery to access the information you need most! Setup any report as a shortcut or to send to you automatically each month, week, day or even hour! Stay on top of what's happening throughout the system.

Stay Informed

Use the reporting in Planet CallCenter to efficiently manage all areas of the system. Get an accurate picture of what is happening across your company!

At its core, reporting is about getting you the information you need when you need it. Planet Small Business can give you the reports you need to get a clear picture of what is happening with your business!

Planet LeadGen

A modern CRM to manage your lead aggregation from source to delivery

Manage Your Day-To-Day Business

Planet LeadGen Features

Campaigns

Sales Team

Lead Types

Suppression Lists

Lead Sources

Orders & Buyers

Delivery Setups

Reporting

Campaigns

Create inbound and outbound campaigns so you can monetize your data in new ways

Create Campaigns

Monitor Each Campaign

Keep Your Business Running Smoothly

Successful campaign management is all about identifying what's working and what isn't. Planet LeadGen makes it easy to get the statistics you need in real-time to understand how your campaigns are performing!

Sales

Give your sales team the tools they need to be successful! Manage prospects and clients assigned to a salesperson, track sales and commissions to incentivize your sales team now and moving forward.

Setup Your Sales Team

Monitor Performance

Track Sales & Commissions

Lead Types

Setup unlimited lead types and diversify your business while keeping control

Define Lead Types

Use Across Platform

Get The Data You Need

Managing multiple lead types is all about knowing what information you need for each lead and being organized with each lead type. Planet Call Center gives you the ability to manage virtually unlimited amounts of different lead types!

Suppression Lists

Create and manage suppression and de-duping processes to make sure your data is as unique as possible

Easy Setup

Manage & Add

Monitor Activity

Suppression lists and de-duping are all about keeping those processes up-to-date. Planet Small Business gives you the ability to keep your data unique!

Lead Sources

Keep your sources organized so that managing them keeps your exposure to a minimum

Define Lead Sources

Use Across Platform

Manage Your Sources

Lead Sources are all about monitoring and matching up with the right buyer. Planet CallCenter gives you the ability to monitor each source's performance and send their leads to the right buyers!

Lead Orders

Setup and control virtually unlimited orders so that the right leads get to the right buyer

Intuitive Order Creation

On-The-Fly Management

Real-Time Numbers

Lead orders are all about specifying the right filters for the right buyer. Planet Call Center gives you the ability to maximize order fulfillment and revenue!

Lead Buyers

Seamlessly manage your lead-to-client process, convert more leads to clients and keep clients longer

Setup Buyers

Use Across Platform

Manage Your Buyers

Lead Buyers are all about matching up with the right lead source and monitoring their effective profitability. Planet CallCenter gives you the ability to monitor each buyers numbers and churn rates to make the relationship a success!

Delivery Setups

Setup lead delivery for each order / buyer to maximize their effectiveness.

Easy Setup

Keep Buyers Happy

Monitor Delivery

Reporting

Get the information you need easily for all the different areas of the Planet Small Business system!

System-Wide Reporting

Automate & Shortcut

Stay Informed

At its core, reporting is about getting you the information you need when you need it. Planet Small Business can give you the reports you need to get a clear picture of what is happening with your business!

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BelMark Corporation