Lead Management CRM

Many businesses implement lot of strategies and process to improve lead generation. However, after spending so much time of what happens to those leads?
Very few get lot of attention and rest of the leads may go lost in the whole process of marketing campaigns or sales calls or just been kept in one corner sheet. But how do you ensure that the lead is followed up, tracked and managed efficiently?

CRMs come into picture here offering a method to control the lead management section. Lead Management CRM provides a structured way to track, respond and process the leads. The CRM ensures that no lead goes out of your hands.

How does Lead Management CRM work?

Firstly, a lead enters into the CRM system. It could be through various lead generation techniques of your business. Have the complete details of the lead. Once this is done, the management begins. From the lead entry point, the process can be customized based on your business model. Like you can prioritize the leads or assign the lead to different department for sales call etc. You can also coonfigure the system in such a way that once lead is created, an automatic email can reach the assigned employee.

Next process could involve communicating with the lead. It could be through telephone call or simply an email. In case of email, it can be automatic or manual. There are email template facilities which can help in sending readymade template to the lead instantly. If not, just compose your email and send it. The assigned employee can further add activities, task notes or reminders which would all be stored in for that lead. You can anytime make changes, add more details and also rate the lead based on the leads interest.

When the lead gets converted you can move it into a different pipeline and if it doesn't, you can still keep it in a separate bucket so that it can be used to send emails and get them sometime in future.

You have reports functionality that could help you to analyse the progress of the lead. For example, you can run a report to know how many sales conversation has happened last month or you could run a lead to know how many new enquiries has been created etc.

The Lead Management CRM keeps all the leads in an organized manner in one location. With all your staff having the access to it, it would be easy to track and followup with leads and run reports whenever required. Essentially, the Lead Management System increases the efficiency and improves the profitablity of the business.