 | Lead Searching
All customer accounts and meeting information is stored in a searchable database. Selection criteria input into the lead creation template are used to qualify property capacities prior to lead distribution. After the lead is sent, searchable criteria include: | |
 | Lead (lead number, sales person ID and receiving hotel) | |
| Property | |
| Date (date of lead generation or arrival) | |
| Lead status | |
| Lead Management
The application allows a hotel to create and send complete details on qualified leads to another hotel that meets the customer's specified criteria. All leads may be viewed and updated. ShareIt OnlineTM provides authorized users with the latest status of all bookings - prospect, tentative, definite and actualized. Subject to user permissions, the revenue value of any lead can be updated prior to entry of actualized numbers, which are locked in for integrity. | |
| Lead Creation - Each lead has a number assigned to it for tracking purposes and contains key information necessary for lead processing. | |
| Incoming Leads - Each lead is automatically sent to the Property Administrator at the receiving property for assignment. Property Administrator is notified of lead by e-mail. | |
| Sales Lead Manager/Status Management - Allows modifications to the status and associated revenue information throughout the lead process (unassigned, assigned, viewed, turned down, prospect, tentative, definite, actualized, lost, or cancelled). | |
| View Received Leads - E-mail notification is automatically triggered when the Property Administrator assigns leads to a Sales Lead Manager. | |
| View Unsent Leads - Allows Sales Managers to revisit and complete lead details in order to send leads. | |
| View Sent Leads - Allows Sales Managers to view all leads they have sent in order to track the status in order to project commissions. | |
| Change Active Property - Allows Managers to work and view status on behalf of all properties to which they are associated. | |
| E-mail Notification of Leads - ShareIt OnlineTM contains several pre-set notifications to assure managers are appropriately following up on all leads, and includes a copy feature to notify others, assuring responsiveness and follow-through in key system activity. | |
| Incentive Management
The application employs tools for setting goals/quotas for each user, including reporting of how users are measuring up against their goals/quotas. | |
| Sales staff (Global, Field and Property) participation | |
| Account/Client Profile Management
ShareIt OnlineTM provides for the management of key accounts and contacts. All account activity transacted through the system is captured and stored for analysis and reporting. | |
| Account/contact creation, deletion and maintenance | |
| Account/contact integration with lead management | |
| Account/contact lead and sales reporting and tracking | |
| "Auto-populate" feature which identifies existing profiles and populate the lead on request. | |
| Key Reporting
All information is stored in a secured centralized database. The application provides an array of valuable reports which can be viewed by date range, region, area or property. All reports can be viewed, printed or saved to a file for use in other applications. | |
| Operational Reports include: | |
| User Profile - Listing of all users showing user profile details | |
| User Aging - Listing of all users showing system activity | |
| Past Decision Date - Listing of all leads past the decision date | |
| Quality Performance - Statistics on leads past the decision date and that have been turned down | |
| Participation - Statistics on the participation of properties and users | |
| Summary Revenue - Summarized revenue report with drill-down capability | |
| Management Reports include: | |
| Detail Revenue - Detailed information about leads and lead revenue | |
| Comparison Revenue - Summary revenue report with the ability to compare revenue over date ranges | |
| Performance Actualized - Summary of revenue related to actualized leads | |
| Activity - Summary of system activity | |
| Conversion - Received Lead Conversion statistics | |
| Quota - Property and User Sent lead statistics versus established quotas | |
| Financial Reports include: | |
| Property Definite - Allows user to manually run the Definite Finance report | |
| Property Actualized - Allows user to manually run the Actualized Finance report | |
| Monthly Definite / Actualized Stored Reports - View the stored monthly reports; full Actualized and Definite reports are run on the 4th of every month for the previous month | |
| Administration & Security
ShareIt OnlineTM provides high level administrators all the tools necessary to manage users and data. Property Information Administration
The property information can be provided by the client's existing property information database provided that the data is provided in the required format. Account/Client Administration
This area allows administrators based on permissions to add new clients and accounts, including the ability to modify addresses, phone numbers and other key contact information. Property and Regional Sales Office Administration
This area allows administrators, based on permissions, to change information about the regional office or property itself, once the initial data has been imported into the system and set-up by Interactive Sites. Property Sales System Activation Administration
The Property Administration area allows administrators to activate or deactivate a property's ability to participate in ShareIt OnlineTM. Message Board Administration
The Message Board allows select administrators to update text messages targeted to specific regions, properties or corporate users. Recognition Page Administration
This Recognition Page allows select administrators to recognize the performance of top producers or properties. User Account Administration
Each user profile may be retrieved by accessing the User Account Administration area. Administrators may add, edit, transfer or delete the profiles of all users in the system, or edit their own profile. All users are assigned log-in identification and a password for access to the site. All users must have a complete profile associated with a role in the system so that other sections on the site will auto-populate correctly.
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| Knowledge Center
The Knowledge Center provides web-based tutorial & training in the use and navigation of ShareIt OnlineTM. | |
| Frequently Asked Questions
FAQ section allows administrators to add, update or delete information in this section for easy reference. | |
| Recognition Page
This allows the organization to recognize top producers and top properties on a distinct page of the site, reinforcing the success and use of ShareIt OnlineTM while encouraging others through testimonials of what can be achieved. | |
| Message Board
The message board includes text messages that rotate, one at a time, in a pre-defined area on the Home Page, which may be written in any western language. | |
| Featured Properties Listing
Post up to 5 property photographs, including property names, in a pre-defined area on the Home Page of the site. This provides for highlighting properties that may have distressed inventory or are associated with other promotional campaigns. | |
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