A simple web application where leads can be gathered and viewed easily. Was thinking a very simple menu and interface to allow viewing of gathered leads as easy a possible. Custom PHP under a subdirectory.
We need to build a lead generation/viewing system that will take leads generated through our websites and social campaigns and gather these in a small online application that will allow the various parties to login and see the leads applicable to them.
LEAD SOURCE 1 - CONTACT FORM 7 (Wordpress)
So the form has these fields:
Preferred Provider: (select which reseller to buy from)
Purchase option: (Contract of Buy Outright)
Input your Closest City/Town:
Currently we are using Contact Form 7 for these forms in Wordpress. But we can use something else - possibly an iframe or script to display the forms in WP. But Contact Form 7 does have lots of options to send the data to and external sources too.
LEAD SOURCE 2 - Facebook Leads Campaigns - If we can pulls the leads from the FB campaigns that would be excellent. Facebook does have web hook to pull the data/API from leads campaigns - so would be ideal.
The forms on Facebook have the same fields as the ones above.
LEAD SOURCE 3 - Imports from CSV - We need to pull in the leads from a CSV - so we need to import the CSV occasionally, so upload a file and map it to those fields and import. Often have around 100 to import at a time.
SUPER ADMIN - All functions for system - add, edit or delete resellers, leads etc
RESELLER LOGIN - Then we need a login to this leads database for us (super admin) and a login for each reseller so they can see the leads that apply to them.
This was the resellers can act on their own leads and drive sales.
DAILY EMAIL NOTIFICATIONS - We need the leads system to also update the resellers that they have new leads every days - so a simple cron to run and alert them they have new leads (no email if they do not of course).
As they login and view the leads the system must save that those leads have been seen.
In super admin and admin they will be able to set which emails get these leads - and possibly the frequency.
EXPORT - Ability to search, filter and delete the leads. Ability to also export leads in excel (XLS) format.
INNOVATION - Happy to discuss any idea of innovation we can add to this. We need the leads system to be as easy to administer and use as possible.
> Login / Password Reminder / Logout
> Admin Dashboard - Add, edit or delete reseller - View, Export, Edit or Delete Leads
> Admin Dashboard - See overall stats of leads by reseller.
> Reseller Dashboard - View (mark as read), Export, Delete leads.