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Leads Management - An Insight

Leads Management Software is a solution that automates and optimizes the sales cycle - right from prospecting to sales conversion. The flexibility of the solution helps design rules that fit the entire lead life cycle, enabling optimization of lead quality, certainty and lead coverage. It is a valuable module through which one can monitor the progress of sales personnel and provide guidelines by reviewing latest interaction/action details. Leads Management is a comprehensive solution facilitating firms to allocate tasks to a work group for efficient recurrence of marketing efforts in the right track at the right time, augment productivity, and enhance accomplishment of marketing programs.

Herein, Leads Management software summarizes leads qualification, prioritization, and distribution purpose using business specific rules suitable to different campaign strategies, regions, products, and customers for each stage of lead life cycle.

In addition to responding to sales, leads management module helps to implement strategies focusing upon maximizing loyalty. Leads management software is truly a database of prospective customers arranged in terms of their current position in the sales life cycle.

As a basic matter of fact a survey quotes

"You would be surprised to know that the average business-to-business organization actually utilizes only 6 percent of the leads it generates in a year?" -

Source: Knowledgestorm

Surprised? Well, don’t be! Leads Management is not about managing sales people, it’s about managing sales. So, how can you effectively manage sales? This is where Daffodil CRM's Leads Management module comes into the picture.

History of Leads Management

Leads Management at the inception was like book maintenance wherein all the information was preserved in some ledger. Traditionally it was solely deployed to assist a business entity in information warehousing, where as now it operates as a baseline proving itself as a unique proposition in the firm’s survival due to the ever growing need of customer retention.

Trends in Leads management

As discussed, with the incursion of so many technologies/features leads management has always remained an integral part of every CRM suite. The real time functioning modules have given way to Web hosted CRM Solutions, which assist the sales force to work in real time environment. Web hosting enables the users to assimilate/insert data anywhere anytime thereby; leads are created, ranked and immediately routed to the correct sales person based upon territory definition.

 

Functionality of Leads Management

Leads management has much functionality to assist a firm as explained beneath:

  • To maintain records of prospective leads
  • To respond to prospective leads at the right time
  • To carry on a continuous touch with the customers
  • To assign task to the work groups
  • To assist in running mass campaign
  • To help in marketing automation
  • To work as a central database for all the employees
  • To reduce heavy paper work

Daffodil CRM- A comprehensive tool for leads management

Daffodil CRMencompasses Leads Management module to manage sales/marketing systems, as these are the KRA’s for the growth of any organisation. Daffodil CRM facilitates the management of leads, distribution of information to relevant staff or channel partners, tracking progress and capturing all lead details right up as sales conversion is a mission critical exercise.

With Daffodil CRM, you can reduce cycle time, increase conversion rate, improve measurement and reporting controls, and raise revenue performance. Daffodil CRM is full of features which makes it an apt leads management solution for any SME.

Few features are listed beneath:

  • View latest interaction
  • Track lead history & Recent Action
  • Leads transfer
  • View latest interactions

With these features one can keep a close watch upon the progression of sales route, through all the stages of sales cycle. Please click here to know more about the features of Daffodil CRM.

If you require some more information on any aspect of Daffodil CRM, please drop us a line at info@daffodilcrm.com

 

 
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