About Our Culture, CRM Software and Business
Logistics businesses, lead conversions & CRM:
3PLs & supply chain management companies, once your sales targets are set, the chunks of leads & data are allocated to your sales people. What’s next? Your sales people start with the protocol of cold calling, email marketing & the usual sales drill… the decent ones might land some quality leads but the others? They’ve possibly chased away your leads or have missed out on the leads’ requirements! Lead management is an integral part of your sales process & you don’t want chaos.
One sure fire way of NOT shipping off high value business deals thanks to your lead management skills is using a CRM. The Leads Module of the Logistics CRM gives you features that will help improve your lead management & conversion!
100 Plus Features Of Logistics CRM
Leads Module
This module lets you:
– Add multiple leads.
– See the status of each lead follow-up and prioritize prospects to win more orders.
– Club and allocate leads as per your desire.
– Foresee your business scope of growth with sales forecasts.
13 Things You Can Do In Leads 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 the List leads module:
– View the communication history of each lead
– Edit the lead status
– Edit the lead stage
– View & edit the expected business
– View & edit the expected close date
– Share a lead with any other user
– Create Quotation
– Schedule meetings
– Send / Schedule emails
– Schedule follow-up calls & sms to leads
– Modify details of the lead
– Add contacts and remarks for a lead
– Attach documents
– Deactivate or Reactivate the lead
– Delete the lead
– Convert the lead to client
Conclusion:
Looking for the most efficient way to deal with your leads? Click here.
You can also read more posts on Logistics CRM here.
Also find these modules – Logistics CRM
– Sales Target Module
– Follow – up Modules (Calls, SMS, Emails & Meetings Module)
– Clients Module
– Users Module
– Contacts Module
Resources on CRM for Logistics:
Top features of Logistics CRM software
Infographic on Features & Functionalities of Logistics CRM
Factsheet on CRM for Logistics Business
Booklet on Logistics CRM For Lead Management
Checklist for Buying Logistics CRM software
Booklet on Logistics CRM for Sales Target Management
6 Ways to Scale Faster with a CRM for Logistics
5 Key CRM Reports for Logistics Business
