Lead Management

Customer relationship management (CRM) is a process or methodology used to learn more about customers' needs and behaviors in order to develop stronger relationships with them. CRM is a widely implemented tool for managing a company’s interactions with customers, clients and sales prospects. It involves using technology to organize, automate, and synchronize business processes—principally sales activities, but also those for marketing, customer service, and technical support. The overall goals are to find, attract, and win new clients and reduce the costs of marketing and client service.
Lead management is the process of tracking and managing prospective customers. Sometimes referred to as customer acquisition management or contact management, it generally encompasses the following processes:

Steps of Lead vs. Customer Management

Leads are sorted by the validity of the request, prioritized based on likelihood of becoming a customer, and then dispersed to sales reps to be contacted. Depending on the size of your marketing program, a lot of work can go into defining how to accurately categorize and sort individual leads.

● Demographics: Geographic location, company size, etc.
● Lead source: PPC search ad, social media and the offer they responded to.
● Behavioral information: Web page visits, content downloads, event attendance, etc.

Key Features of Lead Management

● Allows to enter multiple address
● The user can their own filter to view the lead view
● Graphical representation of leads- source wise (bar/pie)
● The user can grant access rights to view the created lead information
● Send e-mail or message to any salesperson asking him to follow the lead when it is created
● Adding attachment to a contact
● Adding Notes to a particular contact
● Functionality to clone a contact
● Fetch the Address information of the contact from Google maps
● Indicates who modified the contact last with date and time
● Provision to log a telephonic conversation with the contact
● Multi-currency support
● Directly setup tasks for a contact