Import Export Businesses can convert more leads with CRM!
Leads generation, conversion in Import Export Businesses & CRM:
The Import Export Business communities are devising clever business expansion plans to to grow in the highly regulated sector. The diverse nature of leads this sector with respect to their currency, language, rules and regulations forces every entrepreneur to adopt a customised approach towards them.
The lead module in the Import Export CRM is one such platform that directs the process of customised lead management. Lead nurturing are the important functions that an Import Export CRM helps with. It entitles the user to store, organize, categorize leads according to their status & stage in the sales funnel. It auto generates effective lead reports to help sales teams form important decisions.
Download 100 Plus Features Of Import Export CRM
Lead 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 lead module:
1. You can add the necessary details of the lead & their requirement as per present form fields.
2. You can add the point of origin of the lead & the product the lead has enquired for.
3. You can allocate leads manually or automatically.
4. You can club leads and give tags.
5. You can prioritize leads and also add remarks.
6. You can add leads directly from your website into the CRM and automatically assign leads to respective sales people in a specified pattern.
7. You can have customized tags as per your leads.
8. You can have custom made stages and priorities.
9. You can allocate leads to sales people product wise.
10. You can see all the leads allotted to sales people product wise.
11. You can collaborate leads by importing from excel sheets.
12. You can view lead data imported from the excel sheet.
13. You can do the following in the list lead 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 practical experience of Import Export CRM with a demo here!
Also find these modules – Import Export CRM
– Sales Target Module
– Follow-Up Module (Calls, SMS, Mass Emails & Meetings Module)
– Client Module
– User Module
– Contact Module
Resources on Import Export CRM:
Download Booklet on 100 plus features of Import Export CRM
Download Infographic on features and functionalities of Import Export CRM
Download Factsheet on Import Export CRM
Download Checklist for buying Import Export CRM
Download Buyers guide on Import Export CRM
Download booklet on Import Export CRM for Sales Management
Download booklet on Import Export CRM for Lead management
Download Booklet on benefits of Import Export CRM
Download 5 Key reports for Import Export CRM
