Lead management is the process of tracking and managing prospective customers. Sometimes referred to as customer acquisition management or contact management, it generally encompasses the following processes:
Lead generation: Businesses create consumer interest and inquiry into products or services through a range of marketing tactics. These often include blog posts, advertisements, white papers, social media, events, and PR campaigns.
Customer inquiry and capture: Consumers of marketing respond with interest and their data is recorded. This creates a sales lead.
Filtering, grading, distribution, and contact: Leads are sorted by the validity of the request, prioritized based on likelihood of becoming a customer, and then dispersed to sales reps to be contacted. Depending on the size of your marketing program, a lot of work can go into defining how to accurately categorize and sort individual leads.
Lead nurturing: Leads are sorted by contacted or no contacted and scheduled for follow-up processes. They may be put into drip-marketing campaigns, or followed-up with on the phone by a company rep.
If the process ends with a sale, the lead has successfully travelled down the sales funnel and emerged as a customer. But the work doesnâ€™t end there.
Assign sales leads to particular resource. Track and manage sales leads with activities performed by the resource.
Manage opportunities and sales pipeline with auto alerts and notifications generated by system.
Generate and send quotations from system in pdf formats and set reminders for follow-ups.
With task manager plan activities to team with email SMS and in app notification for tracking the status of assigned task.
Upload copy of business documents like quotations or tenders presented to client as related to particular lead
Send and receive automatic and manual e-mail/SMS communication about assigned task, important dates and schedule reminders for follow-ups
Get access to all critical customized reports about lead management.
Customize forms, fields reports and all other things in order to suit your business philosophy.
And many More...
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