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        What is meant by Leads in CRM?

  • Lead is an unqualified customer with systematic follow ups and earnest efforts, you can identify potential prospects.
  • Leads is supposedly the first step of Sales Process in vtiger CRM.
  • A Lead record maintains information about a person, and the company he is associated with.
  • Responsibility of sales agents is to introduce Leads into the system, organize, filter and qualify the prospects.
  • Capturing leads from website is said to be one of the easiest and inexpensive techniques to generate leads.

     Qualifying Leads

  • V-Tiger CRM provides an intuitive platform to track and manage leads. Not all Leads will bring in revenues.
  • Classify leads, distinguish leads that hold potential to become sales, and follow up accordingly.
  • This will enormously reduce efforts and saves time of your Sales team members.
  • As a result, they can spend time only on set of leads that are very likely to purchase your product.

    Converting Leads

  • Once a Lead is qualified and determined to be a potential sale, the Lead can be converted to an Opportunity.
  • A Contact record and Organization record will be created simultaneously to store the personal information and company information.

      Benefits of lead management process in CRM.

  • Once logged a lead cannot be lost.
  • The history of actions relating to a lead for example, communications, meetings, or quotations is retained and is easily accessible and transferable to other staff.
  • It is easier to identify leads that are not being effectively developed and take remedial action.
  • It is easier to coordinate lead development activities between multiple channels and departments.



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