Sales
Robust, Easy-to-Use Lead Management
More Leads. More Sales.
Designed specifically for Pest Control Professionals like you, PestPac® delivers a powerful lead management solution that makes sense for the way you do business. The insight and visibility gained through our unique combination of tools and features, designed specifically for the pest industry, will help you organize leads and respond to the needs of potential customers quickly and effectively to close more deals.
Track and Optimize
- Marketing campaign performance- through metrics including cost-per-lead, acquisition cost, conversion rate and ROI
- Sales team performance - through metrics like close rate, total order value and count, and sales vs. quota
All your leads, in one place
- View every lead from every source, right from PestPac
- Track leads through every stage of the sales funnel, close the lead-to-revenue loop
No double entry, no third party integrations
- Full insight and visibility into sales and marketing performance right from PestPac
- No clunky integrations or duplicate data entry to worry about
More Insight
Lead Management Dashboard
Designed with big-picture strategy in mind, Lead Management Dashboard provides important insight with customized snapshots of key sales and marketing performance metrics that allow you to analyze trends over time. Track what matters most to you, including metrics like:
New vs. repeat pest customers
Ratio of commercial and residential jobs
Cost-per-lead
Customer acquisition cost
Campaign Management
Gain executive level understanding of which marketing campaigns work and which don’t. Campaign Management delivers one-stop track and manage features for all of your lead generation and marketing efforts.
Create and edit marketing and lead generation campaigns
Group campaigns by source type
Track campaign costs; create multiple campaigns to track shifting costs over time
Assign unique tracking URLs and phone numbers to each campaign
Lead Dashboard and Sales Funnel Management
Gain top-to-bottom visibility of every single lead in your sales funnel while you track and manage key tasks accordingly. Multiple views give you insights based on specific filters you can set and save for future use. Switch from various tabs to view lead funnel, lead list, tasks and proposal view.
Sales funnel view gives you the lead count and value for each stage in your funnel, including New, Qualified and Closed Won or Lost
List view gives you visibility into all your leads in a tabular list
Task view allows you to see every pending task with visual alerts for past-due tasks
Proposal view shows you every active proposal for your leads
Plot all of your leads and sales on a Heat Map so you can see which locations produce the most (and least) leads and sales
Proposals
Generate compelling pest control proposals that sell your services and organize correspondences all in one place.
Quickly and easily customize branded proposals
Automatically populate account and company fields from information in PestPac
Create multiple proposals for specific leads, including applicable services and materials
Select applicable pre-formatted terms and conditions
Integrated approval management
and e-signatures
Performance Reporting
With accurate and detailed easy-to-run reports on Sales and Marketing performance, you’ll better optimize success across your organization.
Track performance metrics including cost per lead (CPL), conversion rates, customer acquisition costs (CAC), return on investment (ROI), total order count, total order value, close rates and performance against quota
Rank and compare sales reps, sales regions, marketing campaigns and more to identify what’s working and what isn’t
Filter reports using any combination of attributes and save filter selections for future use
Use PestPac’s unique Heat Maps to plot leads on an interactive map and visually identify top producing locations and those in need of improvement