Use Ontraport’s sales force automation features to create a consistent sales experience and close more deals. With our Deals and Companies features, your sales team will have everything it needs to manage the entire sales pipeline in one place. Use lead scoring to quickly find your hottest leads, lead routing to get each lead to the right rep, automated tasks to remind reps to follow up, and sales reports to gauge progress toward quotas and forecast upcoming results.
A task is a prompt or reminder for someone on your team to perform a non-automated action, such as making a phone call to a lead, sending personal gifts to clients, or following up with a team member. Here's how to use tasks as part of your automation to keep the manual parts of your job streamlined and on track.
Lead scoring uses a point system you create to provide insight into the engagement level of your contacts. The more contacts engage with your assets, the higher point value they’ll have. Here’s how to create your lead scoring system in Ontraport.