Difference between revisions of "Lead Management"

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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.
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 ==


* 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-- ==


* 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...
== Lead Distribution ==
* 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.


== 3. Lead Generation-- ==
* Using 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
* The status of opportunities can be changed 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


* 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.


== 4. Lead Management-- ==
== Lead Generation ==


* Lead Management techniques have 87% higher conversion rates.
* Any notes or files to the prospect/customer sheet can be attached
* Lead Management provides a new avenue for capturing leads on your website.
* Third parties can be merged to remove duplicate records
* A lead Management not only takes care of your bottom of the funnel but can support your entire conversion journey.
* Several addresses can be created for a single prospect or customer
* Use lead Management to promote content downloads and improve your lead capture in the awareness stage.
* Modification of status in one click from the list view without having to open the prospect sheet
* Valuable lead contact information can also be sent from the chatbot directly to your sales team.
* Creation of a project report sheet for each and every employee as well as customers or clients
* Your company’s business goals and objectives should define what you are ultimately trying to achieve with the lead management.


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

Latest revision as of 12:07, 7 July 2022

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 Capture

  • Using predefined statistics pages to generate useful information about a company
  • Analyzation of user performance as well as the performance of sales representatives
  • Choosing information that the user wants to see on lists. These information can be filtered and sorted based on any criteria.
  • Admin can reuse the project to create new tasks to begin and track the project execution.
  • 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.
  • 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


Lead Distribution

  • Using 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
  • The status of opportunities can be changed 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


Lead Generation

  • Any notes or files to the prospect/customer sheet can be attached
  • Third parties can be merged to remove duplicate records
  • Several addresses can be created for a single prospect or customer
  • Modification of status in one click from the list view without having to open the prospect sheet
  • Creation of a project report sheet for each and every employee as well as customers or clients

Lead Segmentation

  • 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.
  • Customers and prospects can directly schedule a demo, book appointment or make a reservation in the lead segmentation.
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