Lead Management - Revision history

N.paul at 11:07, 7 July 2022

2022-07-07T11:07:06Z

← Older revision		Revision as of 13:07, 7 July 2022
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	Lead management refers to the managing activities that are associated with potential customers. Management of these potential customers can include management of diverse projects, management of commercial proposals, management of orders and more. Different areas of lead management are discussed in this page.		Lead management refers to the managing activities that are associated with potential customers. Management of these potential customers can include management of diverse projects, management of commercial proposals, management of orders and more. Different areas of lead management are discussed in this page.

	== 1. Lead Capture-- ==		== Lead Capture ==

	* Using predefined statistics pages to generate useful information about a company		* Using predefined statistics pages to generate useful information about a company
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	== 2. Lead Distribution-- ==		== Lead Distribution ==

	* Using opportunities for a 360-degree view.		* Using opportunities for a 360-degree view.
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	== 3. Lead Generation-- ==		== Lead Generation ==

	* Any notes or files to the prospect/customer sheet can be attached		* Any notes or files to the prospect/customer sheet can be attached
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	* Creation of a project report sheet for each and every employee as well as customers or clients		* Creation of a project report sheet for each and every employee as well as customers or clients

	== 5. Lead Segmentation-- ==		== Lead Segmentation ==

	* Application of A/B testing to determine the efficiency of targeting.		* Application of A/B testing to determine the efficiency of targeting.
	* The flow of lead segmentation can be designed while keeping your business goals in mind.		* The flow of lead segmentation can be designed while keeping your business goals in mind.
	* Customers and prospects can directly schedule a demo, book appointment or make a reservation in the lead segmentation.		* Customers and prospects can directly schedule a demo, book appointment or make a reservation in the lead segmentation.

Admin at 12:00, 14 April 2022

2022-04-14T12:00:57Z

← Older revision		Revision as of 14:00, 14 April 2022
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	~~The lead page contains information related~~ to the ~~lead~~ management, ~~which is capable~~ of ~~capturing all the contact information within a single database. These contact information can be exported into a spreadsheet~~, ~~which can provide the users with an idea about the better opportunity regarding business~~ and ~~other important factors~~. ~~The features~~ of lead management ~~that~~ are ~~provided by Tactic are, lead capture, lead generation, lead distribution and lead segmentation~~.		Lead management refers to the managing activities that are associated with potential customers. Management of these potential customers can include management of diverse projects, management of commercial proposals, management of orders and more. Different areas of lead management are discussed in this page.

	== 1. Lead Capture-- ==		== 1. Lead Capture-- ==

Admin: Admin moved page Lead Page to Lead Management

2022-04-10T16:16:02Z

Admin moved page Lead Page to Lead Management

← Older revision	Revision as of 18:16, 10 April 2022
(No difference)

Admin at 12:30, 17 December 2021

2021-12-17T12:30:18Z

← Older revision		Revision as of 14:30, 17 December 2021
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	The lead page contains information related to the lead management, which is capable of capturing all the contact information within a single database. These contact information can be exported into a spreadsheet, which can provide the users with an idea about the better opportunity regarding business and other important factors. The features of lead management that are provided by Tactic are, lead capture, lead generation, lead distribution and lead segmentation.		The lead page contains information related to the lead management, which is capable of capturing all the contact information within a single database. These contact information can be exported into a spreadsheet, which can provide the users with an idea about the better opportunity regarding business and other important factors. The features of lead management that are provided by Tactic are, lead capture, lead generation, lead distribution and lead segmentation.

	== 1. Lead Capture-- ==		== 1. Lead Capture-- ==

Admin at 11:17, 7 December 2021

2021-12-07T11:17:16Z

← Older revision		Revision as of 13:17, 7 December 2021
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	~~This module stores~~ all contact information within a database~~, so the sales repository can manage their pipelines, create quotes and process the orders~~. ~~Contact~~ information can be exported into a spreadsheet ~~or another third-party application~~.A lead ~~Management not only takes care of your bottom of the funnel~~, ~~but can support your entire conversion journey~~.		The lead page contains information related to the lead management, which is capable of capturing all the contact information within a single database. These contact information can be exported into a spreadsheet, which can provide the users with an idea about the better opportunity regarding business and other important factors. The features of lead management that are provided by Tactic are, lead capture, lead generation, lead distribution and lead segmentation.

	== 1. Lead Capture-- ==		== 1. Lead Capture-- ==

	* ~~Use the~~ predefined statistics pages to ~~get~~ useful information about ~~your~~ company.		* Using predefined statistics pages to generate useful information about a company
	* ~~Analysed your~~ performance as well as the performance of ~~your~~ sales representatives.		* Analyzation of user performance as well as the performance of sales representatives
	* ~~Choose which~~ information ~~you want~~ to see on ~~your~~ lists. ~~Filter~~ and ~~sort them~~ based on any criteria.		* Choosing information that the user wants to see on lists. These information can be filtered and sorted based on any criteria.
	* Admin can ~~also~~ reuse the project to create new tasks to begin and track the project execution.		* Admin can reuse the project to create new tasks to begin and track the project execution.
	* ~~Link any~~ data (events, quotes, orders .~~..)~~ to ~~your~~ opportunities, so that ~~you~~ can easily find all information from the past with respect to the opportunity.		* Any data such as, events, quotes, orders etc. can be liked to opportunities, so that users can easily find all information from the past with respect to the opportunity.
	* ~~Include~~ predefined products to save ~~you~~ time, or enter full content manually.		* Inclusion of predefined products to save time, or enter full content manually.
	* The main purpose of lead capture forms is to collect contact information by giving customers something in exchange for their data.		* The main purpose of lead capture forms is to collect contact information by giving customers something in exchange for their data


	== 2. Lead Distribution-- ==		== 2. Lead Distribution-- ==

	* ~~If predefined fields do not match your needs, add your own custom fields of any type (string, amount, date, checkbox, combo list ...) to the form...~~		* Using opportunities for a 360-degree view.
	* Use your opportunities for a 360-degree view.		* Definition of an amount and a probability of winning opportunities, which can provide an idea about the expected turnover
	* ~~Define~~ an amount and a probability ~~for~~ winning ~~your~~ opportunities, ~~so that you~~ can ~~have~~ an idea ~~of what will be your~~ expected turnover.		* The status of opportunities can be changed into "Won" or "Lost"
	* ~~Change the~~ status of ~~your~~ opportunities into "Won" or "Lost".		* Lead capture pages are dedicated landing pages used for specific marketing campaigns.
	* Lead capture pages are dedicated landing pages used for specific marketing campaigns.		* Forms with multiple fields can reduce the conversion rate
	* Forms with multiple fields can reduce the conversion rate.

	== 3. Lead Generation-- ==		== 3. Lead Generation-- ==

	* ~~Attach any~~ notes or files to ~~your~~ prospect/customer sheet.		* Any notes or files to the prospect/customer sheet can be attached
	* ~~Merge third~~ parties to remove duplicate records~~...~~		* Third parties can be merged to remove duplicate records
	* ~~If you want, you~~ can ~~create one or several alternative addresses~~ for ~~each of your prospects~~ or ~~customers (one record/address for the director, another one for his or her assistant, another one for the delivery of legal service representative, etc.).~~		* Several addresses can be created for a single prospect or customer
	* ~~Just modify the~~ status in one click from the list view without ~~even opening~~ the prospect sheet~~...~~		* Modification of status in one click from the list view without having to open the prospect sheet
	* ~~Set the status and potential~~ of ~~your prospects.~~		* Creation of a project report sheet for each and every employee as well as customers or clients
	* Create a project report sheet for each and every employee as well as customers or clients.

	~~== 4. Lead Management-- ==~~

	* Lead Management techniques have 87% higher conversion rates.
	* Lead Management provides a new avenue for capturing leads on your website.
	* A lead Management not only takes care of your bottom of the funnel but can support your entire conversion journey.
	* Use lead Management to promote content downloads and improve your lead capture in the awareness stage.
	* Valuable lead contact information can also be sent from the chatbot directly to your sales team.
	* Your company’s business goals and objectives should define what you are ultimately trying to achieve with the lead management.

	== 5. Lead Segmentation-- ==		== 5. Lead Segmentation-- ==

	* ~~Create your quotes as well as commercial proposals and send them by email from within the application.~~		* Application of A/B testing to determine the efficiency of targeting.
	* Enter events or set up reminders in the agenda. Link any data (events, quotes, orders ...) to your opportunities,		* The flow of lead segmentation can be designed while keeping your business goals in mind.
	* Use A/B testing to determine ~~which~~ targeting ~~is the most effective~~.		* Customers and prospects can directly schedule a demo, book appointment or make a reservation in the lead segmentation.
	* ~~Designed the~~ flow of ~~your~~ lead segmentation while keeping your business goals in mind.
	* Customers and prospects can directly schedule a demo, book an appointment or make a reservation in the lead segmentation.
	* Define an amount and a probability for winning your opportunities, so that you can have an idea of what will be your expected turnover.

Admin at 10:25, 11 August 2021

2021-08-11T10:25:24Z

← Older revision		Revision as of 12:25, 11 August 2021
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	This module stores all contact information within a database, so the sales repository can manage their pipelines, create quotes and process the orders. Contact information can be exported into a spreadsheet or another third-party application.		This module stores all contact information within a database, so the sales repository can manage their pipelines, create quotes and process the orders. Contact information can be exported into a spreadsheet or another third-party application.A lead Management not only takes care of your bottom of the funnel, but can support your entire conversion journey.

	== 1. Lead Capture-- ==		== 1. Lead Capture-- ==

Admin at 10:19, 11 August 2021

2021-08-11T10:19:04Z

← Older revision		Revision as of 12:19, 11 August 2021
Line 1:		Line 1:
	This module stores all contact information within a database, so the sales repository can manage their pipelines, create quotes and process the orders. Contact information can be exported into a spreadsheet or another third-party application.		This module stores all contact information within a database, so the sales repository can manage their pipelines, create quotes and process the orders. Contact information can be exported into a spreadsheet or another third-party application.

	== 43. Lead Capture-- ==		== 1. Lead Capture-- ==

	* Use the predefined statistics pages to get useful information about your company.		* Use the predefined statistics pages to get useful information about your company.
Line 11:		Line 11:
	* The main purpose of lead capture forms is to collect contact information by giving customers something in exchange for their data.		* The main purpose of lead capture forms is to collect contact information by giving customers something in exchange for their data.

	==~~= 44~~. Lead Distribution-- ===		== 2. Lead Distribution-- ==

	* If predefined fields do not match your needs, add your own custom fields of any type (string, amount, date, checkbox, combo list ...) to the form...		* If predefined fields do not match your needs, add your own custom fields of any type (string, amount, date, checkbox, combo list ...) to the form...
Line 20:		Line 20:
	* Forms with multiple fields can reduce the conversion rate.		* Forms with multiple fields can reduce the conversion rate.

	==~~== 45~~. Lead Generation-- ====		== 3. Lead Generation-- ==

	* Attach any notes or files to your prospect/customer sheet.		* Attach any notes or files to your prospect/customer sheet.
Line 29:		Line 29:
	* Create a project report sheet for each and every employee as well as customers or clients.		* Create a project report sheet for each and every employee as well as customers or clients.

	==~~== 46~~. Lead Management-- ====		== 4. Lead Management-- ==

	* Lead Management techniques have 87% higher conversion rates.		* Lead Management techniques have 87% higher conversion rates.
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	* Your company’s business goals and objectives should define what you are ultimately trying to achieve with the lead management.		* Your company’s business goals and objectives should define what you are ultimately trying to achieve with the lead management.

	==~~== 47~~. Lead Segmentation-- ====		== 5. Lead Segmentation-- ==

	* Create your quotes as well as commercial proposals and send them by email from within the application.		* Create your quotes as well as commercial proposals and send them by email from within the application.

Admin: Created page with " This module stores all contact information within a database, so the sales repository can manage their pipelines, create quotes and process the orders. Contact information c..."

2021-08-11T10:18:08Z

Created page with " This module stores all contact information within a database, so the sales repository can manage their pipelines, create quotes and process the orders. Contact information c..."

New page

This module stores all contact information within a database, so the sales repository can manage their pipelines, create quotes and process the orders. Contact information can be exported into a spreadsheet or another third-party application.

== 43. Lead Capture-- ==

* Use the predefined statistics pages to get useful information about your company.
* Analysed your performance as well as the performance of your sales representatives.
* Choose which information you want to see on your lists. Filter and sort them based on any criteria.
* Admin can also reuse the project to create new tasks to begin and track the project execution.
* Link any data (events, quotes, orders ...) to your opportunities, so that you can easily find all information from the past with respect to the opportunity.
* Include predefined products to save you time, or enter full content manually.
* The main purpose of lead capture forms is to collect contact information by giving customers something in exchange for their data.

=== 44. Lead Distribution-- ===

* If predefined fields do not match your needs, add your own custom fields of any type (string, amount, date, checkbox, combo list ...) to the form...
* Use your opportunities for a 360-degree view.
* Define an amount and a probability for winning your opportunities, so that you can have an idea of what will be your expected turnover.
* Change the status of your opportunities into "Won" or "Lost".
* Lead capture pages are dedicated landing pages used for specific marketing campaigns.
* Forms with multiple fields can reduce the conversion rate.

==== 45. Lead Generation-- ====

* Attach any notes or files to your prospect/customer sheet.
* Merge third parties to remove duplicate records...
* If you want, you can create one or several alternative addresses for each of your prospects or customers (one record/address for the director, another one for his or her assistant, another one for the delivery of legal service representative, etc.).
* Just modify the status in one click from the list view without even opening the prospect sheet...
* Set the status and potential of your prospects.
* Create a project report sheet for each and every employee as well as customers or clients.

==== 46. Lead Management-- ====

* Lead Management techniques have 87% higher conversion rates.
* Lead Management provides a new avenue for capturing leads on your website.
* A lead Management not only takes care of your bottom of the funnel but can support your entire conversion journey.
* Use lead Management to promote content downloads and improve your lead capture in the awareness stage.
* Valuable lead contact information can also be sent from the chatbot directly to your sales team.
* Your company’s business goals and objectives should define what you are ultimately trying to achieve with the lead management.

==== 47. Lead Segmentation-- ====

* Create your quotes as well as commercial proposals and send them by email from within the application.
* Enter events or set up reminders in the agenda. Link any data (events, quotes, orders ...) to your opportunities,
* Use A/B testing to determine which targeting is the most effective.
* Designed the flow of your lead segmentation while keeping your business goals in mind.
* Customers and prospects can directly schedule a demo, book an appointment or make a reservation in the lead segmentation.
* Define an amount and a probability for winning your opportunities, so that you can have an idea of what will be your expected turnover.