We are excited to announce the latest addition to the Contact Relationship Manager: Leads

 

This powerful tool is designed to streamline your sales process from initial contact to conversion, providing you with greater control and efficiency every step of the way.

 

Key Features

•Lead Creation: Easily create leads directly within the CRM or import them from a spreadsheet, ensuring all your potential customers are centralised and organised.

 

•Status Tracking: Keep track of where each lead stands in the sales process with customisable status codes, allowing you to prioritise and focus on the most promising leads.

 

•Assignment Flexibility: Assign leads to specific users for personalised attention, or leave them unassigned for easy delegation as needed.

 

•Comprehensive Support: Enhance lead management with the ability to add notes, attachments, and tasks, providing valuable context and aiding in the conversion process.

 

•Seamless Conversion: Once a lead is qualified, effortlessly convert it into a prospect by assigning a customer code. All relevant history, including notes, attachments, and tasks, will seamlessly transfer over, ensuring a smooth transition.

 

 

Benefits

Streamlined Sales Process: Leads serve as a prelude to prospects, allowing you to efficiently nurture potential customers without cluttering your system with incomplete data.

 

Centralised Organisation: Keep all your leads in one place, eliminating the need for offline spreadsheets or manual tracking methods.

 

Enhanced Visibility: Gain insight into your sales pipeline with clear visibility into the status of each lead, enabling better decision-making and resource allocation.

 

Improved Collaboration: Facilitate collaboration among team members by assigning leads and sharing relevant information, ensuring everyone is on the same page and working towards common goals.

 

Increased Efficiency: With everything you need to know about your leads readily accessible within the CRM, you can spend less time searching for information and more time closing deals.

 

 

We believe that the Leads feature will empower you to take your sales process to new heights, allowing you to effectively manage and convert leads into valuable prospects.

 

 

To access the Leads feature in the CRM, simply click the Leads button on the main CRM screen.

 

For more information on how to use the new Leads feature, please refer to Contact Relationship Manager - Leads.