Convert more Leads with CRM for your business
Leads generation, conversion in businesses & CRM:
Businesses across various industries in UK, U.S.A, Australia, Hong Kong, Singapore, etc. have advanced methods to map and measure their conversions. Considering the scale and technological adaption of these countries’ Indian businesses too can catalyze their business growth. One effective solution that can address both sales monitoring & activate lead conversions is a crm solution.
Given the current scenario, Indian enterprises will be able to experience amplification by 2017-2020 provided they resort to automation of business processes.
Leads Module
This module lets you:
– Complete lead management.
– Add multiple leads.
– See the status of each lead follow-up and prioritize leads to close more deals quicker.
– Categorize and allocate leads as per your choice.
– Know the sales forecast of your business.
30 Things You Can Do In Leads Module:
1. You can add the basic details of the lead as per current form fields given.
2. You can add the source of the lead & the product / service the lead has enquired for.
3. You can assign leads manually or automatically.
4. You can add tags to categorize leads and specify the status & stage. Eg: Status- Hot, Stage- Negotiating
5. You can prioritize leads and also add remarks.
6. You can directly insert leads from your website into the CRM and auto allocate leads to respective sales people in a round-robin way.
7. You can have customized tags according to leads.
8. You can have customized stages and priorities.
9. You can assign leads to sales people product / service wise.
10. You can view leads allocated to sales people product / service wise.
11. You can import leads from your excel sheet.
12. You can view the lead data that you have imported via the excel sheet.
13. You can do the following in the the List Leads module:
– Edit the lead status
– Edit the lead stage
– View the communication history of each lead
– View & edit the expected business
– View & edit the expected close date
– Share a lead with any other user
– Create Quotation
– Schedule Meetings
– Schedule Follow-up Calls
– Send / Schedule Emails
– Schedule SMS to leads
– Modify details of the lead
– Add contacts and remarks for a lead
– Add Remarks
– Attach Documents
– Deactivate or Reactivate the lead
– Delete the lead
– Convert the lead to Client
Conclusion:
Get a first hand trial of a CRM here with a demo.
Or you could read more informative posts on our blog. 🙂
Also find these modules – CRM
– Sales Target Module
– Follow – up Modules (Calls, SMS, Emails & Meetings Module)
– Clients Module
– Users Module
– Contacts Module
Resources & Sign Up: