Leads

        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.