How Lead Prioritization helps make best out of the time and money spent in lead generation.

If you own a business or are in sales and marketing team, you very well understand the importance of leads. Your business may be generating hundreds of leads every day, still each and every lead comes with a price, value and prospect.

In such a demographically, culturally and professionally diverse population, it’s common to get poured in a huge amount of inquiries. But true challenge is in sorting out the good ones and follow them up, spend time and get them into ‘sales converted’ bucket. Most important point here is that no prospective lead should be perdue and no irrelevant lead should eat up the efforts of the sales executive.

It’s a must to have a strategy for filtering the leads and prioritizing them.

It can be done by various methods:

Appropriate Lead Form

This is something like filtering them right at the entry gate! Business specific questions can be mentioned in the inquiry / lead form, especially if it’s displayed in social media ads. Social media is a platform where a huge magnitude of viewers can see the ads and knowingly or unknowingly they may click on it whether or not they’re in need of the product / service. That’s why if the lead form consists of 1-2 specific questions, which can be answered by only those prospects who know about the product, here itself basic filtration can happen.

For example: If you have a business of Office Desk manufacturing, you can include ‘Approx office size in sq.ft.’ or ‘Preferred desk material’ in the lead form.

Apart from this, basic information too should be authenticated for it’s correctness- like if contact number (in India), which needs to be of 10 digits, is having only 8 digits in the lead form, it should not be qualified for assigning to sales executives.

Lead Scoring

CRM software is the best solution for Lead Scoring.

Lead scoring is a simple but effective strategy to prioritize leads. CRM software allows custom setting of rules and score for incoming leads.

Let’s see a case for the same: Consider you are in an Immigration Consultant. You would be receiving great amounts of leads – but for your business, you need leads who are interested in only Student Visa, not work permit visa.
So in the lead form itself you can add the field ‘ Type of Visa Required ‘ . If they select ‘Student Visa’, they get landed in your priority list. If not, you can see them in less priority list.

• Get this sorting done by the CRM automatically. Know more
• Put up your own list and scores
• Set up actions to be performed for prospective leads
• Get notified if high priority leads are kept untouched

Automatic Action Plan Setting

Once the leads are prioritised and put in the respective buckets, an action plan can be set –

• Automatic mail to the leads
• Automatic message to confirm receipt of their inquiry
• Notification to the lead owner to call the lead
• Automatic call to the lead (if progressive calling software is used)
• Action prompts to the lead owner to attend the lead and put up follow ups

These steps will ensure that no lead goes amiss, no lead gets leaked and your contacts get a better experience than most other businesses who don’t have this system in place.

Maple CRM enhances your business to upto 5 folds with it’s most user friendly interface, flexibility in configuration and most prompt customer support.

Running a business? Get Maple CRM, get sorted!

Quick connect: +91 95389 25641 | info@maplecrm.com

www.maplecrm.com

Quick guide on how digitally creating and managing documents saves time and energy in day to day transactions.

Document creation, maintenance and updating is an inseparable part of any business. Gone are the days when manual generation, printing, filing and storing used to consume a major part of the working day.

• Estimates / Quotations
• Contracts
• Agreements
• Invoices
• Receipts

These are some of the most common documents which are mandatory for any business. As important it is to manage these documents, so is the security and access control, since there’s sensitive information

Manual Vs Digital Document Management

Dependency on Experitse:

Manual Document management = dependency on expertise. The person in charge of generating documents must be vigilant enough to ensure all the details are mentioned in every document, the alignment is proper. Plus, ensure no errors and misses.

Digital documentation eliminates the overall need of manual intervention. With pre-defined templates, one doesn’t have to type in any information, nor can edit without permission. This ensures ZERO errors and inclusion of all the terms to be mentioned at any point of time.

Time required for generation + proof-reading:

The long hours needed to type in a document, have the tables aligned and placed perfectly and inclusion of all the details is a time consuming process by itself. You cannot be too sure all the time to just change the names of the clients and print it out, you MUST go through the entire document every time, since any addition / deletion changes the entire text placing.

Proof reading every time is required since this is a manual process and open access to everyone. The amount of time required for this is massive and still leaves room for errors.

Digital documentation doesn’t allow any changes to unauthorized personnel. If any changes done, those are duly recorded so as to easily back track them.

Proof reading not required every time, since the software’s intelligence ensures no placement disruptions.

User access control – Security and Approval

Do you give access to ALL of your employees to ALL the documents? No right? How do you ensure this WITHOUT someone manually patrolling the documents folder?

Impossible in manual document management. Digital / Automated document management allows you to:

• Restrict user access control
• Password protect documents
• Enable document generation without editing permission
• Records of changes made- when, where and by whom
• Approval of Managers for the documents generated
• Share that very instant with customers
• Easy search of past documents

Some of the greatest advantages of digital documentation are:

About 35% reduction in operating costs

About 50% time saving

70-75% Improvement in Document Quality and Precision

Maple CRM is the best software for document generation.

• Generate Documents, Agreements, Contracts with 1 click
• Multiple types of template configuration
• Solid Team Support for template generation
• User Access control
• Manager Approval Provision
• 100% configurable document format

To know more about Maple CRM and its features, visit www.maplecrm.com

To book a demo, Click Here

Quick connect: WhatsApp/ Call: +91 861 864 6767 Email: info@maplecrm.com

How can a software help manage leads efficiently and automate the process

Lead generation, management and conversion are the basic stages of any business, be it a startup or a well established enterprise. Lead is the basic input required for a business to turn its wheels and go ahead.

WHY IS LEAD MANAGEMENT SO IMPORTANT?

Simple answer- You can manage only what you can keep an account of.

Consider you have a constant stream of money coming in from various sources. Good thing to imagine, isn’t it? 🙂 But still you face problems in money management, you don’t know how and where you spent it, or wasted it, or simply you don’t know how much money exists in your account. How can you manage if you are not keeping an account of it?

Leads are the Vitamin ‘M’ your business needs to run. It’s not just a need, it’s imperative to manage leads carefully and effectively.

Using spreadsheets and manual notes are bygones now- time to carve their pics on the walls. Not really the ‘happening’ way of doing business today.

Then how to manage leads effectively? – CRM (Customer Relationship Management Software) is the answer to it. What does a CRM do?

1. Auto capture of Leads

CRM software is equipped with the facility of capturing leads from social media platforms. Generically leads are captured from ads in Facebook, Instagram, Google ads, Websites, etc.

There can also be integration of CRM softwares with specific industry related lead generation software like IndiaMart, TradeIndia, Housing sites, JustDial, etc. These are the platforms most commonly used in India by businesses of all sizes and structures. If a CRM software is strong enough to cater these integrations, look no beyond! That’s the CRM you’re looking for!

2. Allocation of Leads

When you have a handful of leads, how are you going to juggle them all by yourselves? Too many juggling balls and just 2 hands- they’re going to fall off eventually!

Here’s where Lead Allocation plays an important role. The CRM software must be capable enough to support automatic lead allocation.

• Allocation based on Round – Robin method: one by one leads will be distributed equally among the team members.
• Allocation based on Expertise- team members proficient in certain subject matters can be allocated the relevant leads so that right inquiry goes to the right person who can handle it.
• Allocation based on region- Leads from certain areas can be pushed to team handling that particular area. This helps quick connection with the leads- vocal for local!

3. Follow ups

Now that the leads are here, delivered to the respective team members- Time for the sales wave to kick in!

Calling up the prospects, gathering information, finding out the requirements, suggesting the best solutions, confirming visits wherever applicable- all are a part of the sales cycle. These stages should be well coordinated and no sales person should ever be accounted losing any lead just because of ‘no follow ups’!

CRM software provides a dedicated feature for putting up of follow ups, relevant notes / remarks after each conversation and having the pop ups of the reminders on phone. This ensures no lead leaks and we are in touch with the prospects from time to time.

4. Connection with Leads

Building up quick connection with the inbound inquiries is the stepping stone towards business conversion. Quicker response ensures a professional image of your company to the prospects.

CRM software enables automatic first mails / messages to the prospects the instant the lead lands in the system. These mails can also be pre-drafted and stored so that the first connection happens immediately.

Rules can be set in a CRM software as to when a mail should be triggered, if any requirement form is to be sent through mail, it can be sent automatically.

Simply put, a CRM is the only solution for better, quicker and more effective way of lead management. Stop relying on manual methods for keeping a track of everything – let the software handle it for you!

Learn How Maple CRM proves to be best software for lead management.

Book a 1 to 1 demo session TODAY to know more how CRM software works!

Maple CRM is an all-in one software for lead and process management.
Customization of the workflow, dashboards and reports make the software a great analytical tool for insights on the business progress and lead inputs.

Connect with an expert on : +91 95389 25641 to have a quick chat over call / WhatsApp. Or Drop a mail on info@maplecrm.com www.maplecrm.com

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