Lead Management

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.