Lead management is a multifaceted tool for business administration and sales management. The process involves different aspect of sales lead management; starting from sales lead generation to relationship maintenance all aspects of sales business administration is covered by sales management system, thus it is becoming one of the greatest supports for business administration.
Five steps to quantify Leads :
1. Get in - Identify the right people in the right companies
2. Stay in - Establish a memorable dialog and set the stage
3. Qualify - Ask the right questions
4. Nurture - Stay engaged with relevant content and timely conversations until they're ready to convert
5. Optimize - Leverage the value of your leads and inquiries to generate more revenue and ROI
Benefits of Lead Management Tool :
1. Lead Capture :
Sales leads are generated through numerous sources. They may visit your website, a trade show booth, a seminar, receive a direct mailing, or hear by word of mouth. Entering lead information into a spreadsheet can be time consuming and difficult to track. A sales lead management tool can update lead information and providing information about what sources are capturing the attention of leads.
2. Helps Assess :
Capture Avenues Lead generation methods can be tracked and analyzed, helping to determine what avenues of advertising and marketing might need improvement and what avenues are most effective.
3. Lead Routing :
It is important to ensure leads are assigned to the right sales representative quickly. The right pairing of lead and rep, in a timely manner, can turn a potential sale into an actual sale. With a sales lead management tool lead assignment can be customized and distributed to sales reps automatically.
4. Lead Qualification :
Ensuring sales reps use the same standards and methods to qualify leads helps to maintain quality. Using a lead management tool can ensure that uniform methods are used, helping keep high standards of follow-up and follow-through, and potentially turning leads into sales.
5. Lead Scoring :
Some leads are going to have more potential to turn into a sale than others. Determining which leads are most qualified is an important step in the sales process. Sales lead management can aide in tracking lead information to assess the quality and potential viability of leads.
6. Lead History :
To maintain good relationships with leads and track interactions with them over time a sales lead management tool is useful. Lead tracking can inform what steps sales reps take next, what in the sales process is working or not, and potentially turn the lead into a sale.
7. Lead Nurturing :
In addition to tracking interactions with leads, it is important to nurture leads. It will often be the case that leads are not ready to sign on to a sale upon an initial meeting. A sale may take time and multiple interactions with a lead. Sales lead management aides in the process of lead nurturing by tracking interactions and feedback as leads are moved through the sale process.
8. Security :
Sales lead management allows you to determine who has access to lead information and who that information is distributed to. With security an ever present concern, this option can be especially important to a business and leads.
9. Time Saving :
Having the ability to maintain lead information with ease and automation can help save time. By saving time on record keeping sales reps have the opportunity to spend more time tracking relevant account information and utilizing it, maximizing selling time.
Features of our Lead Management Tool :
1) Automatic lead importing lets you import leads from vendors and any leads generated from website or internet marketing campaigns.
2) Built-in calendar to schedule appointments, follow-ups and renewals.
3) Prioritize leads with ease for efficient follow-up.
4) Secure, password-protected access to the lead database from any internet connection.
5) Daily data back ups and secure storage on our co-located servers ensure information is always available.
6) Sort leads by status, follow-up date, applicant data, contact information and more.
7) Attach notes to each lead profile.
8) Custom email messages and quotes.
9) Customize proposals and documents.
10) Ability schedule call reminders.
11) User can select leads or clients from the list which he/she wants to add in his/her call list.
12) Ability to receive SMS reminder before half an hour of the scheduled call or at time of scheduled call so that you cannot miss the calls.
Business benefits of our Lead Management Tool :
1. Act on every lead
Getting systems in place to organize leads helps the sales force know who has been contacted and who has not. This ensures that leads do not fall through the cracks and potential leads are not annoyed by multiple contacts.
2. Bring the Focus Back to Selling
Instead of sales representatives using precious time to make endless cold calls and trying to find accounts, the accounts can come to them. More focus is placed on selling the product and making the sale. With everyone online instead of on paper, information is readily accessible and time is left for reps to do what they do best—sell.
3. Find trends in sales
Separate your leads by business type, location, referrals, occupation, etc. You are able to determine their needs and sell them the right products. When a lead sees that their customer’s needs are being met and cared for, they are more likely to continue in the selling process.
4. Match leads with the right salesperson
Different salespeople have different approaches to how they do business. Some are good with certain types of business and others provide better service working directly with individuals. With a lead management product in place, you are able to route leads to the salesperson who best fits and knows their needs.
5. Analyze sales and forecast for the future
Many lead management programs keep a history of the entire sales process, from initial contact to closing the sale, including sales history. You are able to work with your reps on how to improve, while making sure customers are taken care of at the same time.
6. Encourage collaboration and teamwork
With lead management services, reps are able to see how they are doing, as well as everyone else. Reps can find and learn about recent deals similar to theirs and work with others on what they can do to improve.
7. Get your sales force face-to-face with leads
With the focus back on selling and not on cold calls, reps will have time to meet personally with leads and customers, developing long lasting relationships that cannot be obtained through e-mail and phone calls. And because all of the information is online and not on a single computer, they can work from anywhere and update information as it happens.
8. Customize the program to fit your needs
It is undeniable that different businesses have different needs, so lead management products allow you to customize the look and feel of the service how you see fit.
9. Monitor interactions at every step
Eliminate the need for lengthy meetings. Every interaction a rep has with a lead can be recorded, so managers can monitor how everyone is doing whenever and wherever you need.
10. Lead information is uniform and comprehensive
The right system can allow you to collect information about your leads and keep everything straight, so you always know how to approach them.
Cloud Computing and Lead Management Tool :
• Cloud computing is an efficient way to store and maintain databases, and is an especially helpful tool for businesses who do a lot of sales. Using a platform on the cloud for your business helps everyone who uses it by streamlining data and procedures into one central location. It’s an easy way to organize information in different departments while still allowing for company-wide collaboration.
• Cloud computing solutions are often less expensive than their software counterparts, another reason why they are a becoming a popular choice among businesses. Pricing is often offered on a per-user basis, so businesses pay a flat fee based on the number of people who use it. It also saves time and money when it comes time to upgrade; cloud services are updated by the provider, so everyone is always working on the latest platform.
• With cloud computing, users have access to their information through the Web, so it’s accessible from anywhere they need it. It’s also generally less expensive than other solutions; a simple return on investment (ROI) calculation can help determine just how cost-effective it can be for your company. A big benefit that is often touted by the companies who use cloud services is that the fear of losing data, or having unsecured data, is no longer a factor. When changes are made on the cloud, they happen in real time. There’s no need to save constantly in case a computer crashes. There’s no in-house server required needing daily backup, either. All of the IT worries are “virtually” gone. Security is still maintained, because information is password accessible.
• It means that employees will have the capability to do things faster and with much more ease; since everyone is using the same system, everyone is able to collaborate and get the information they need. Many cloud based services offer customizable options to fit virtually every business need, and the option to customize it even further by writing your own programs and add-ons, or consulting to have these customizations done for you. Cloud services also integrate with most commonly used software applications, and even other Web-based services and social networking sites, to help connect your employees and customers in one location.
• If your business is facing problems due to lack of organization or you’re just fed up with your current system, consider making the switch to cloud computing. It has proven success across many fields of business, is cost-effective, makes managing how business gets done much easier, bringing peace-of-mind to everyone involved.






