Why manage Leads?
Lead management provides an ordered structure for managing volumes of leads through various stages in the sales process across a distributed workforce. It optimizes your organization's ability to funnel new sales opportunities to the appropriate resource and help keep the sales pipeline full. Have you ever asked yourself any of the following:
- What do I do with all of these business cards I've collected?
- Where can I store quotes and information on my leads?
- How can I track leads that I give to my sales staff?
Eligeo CRM is designed to help you track a variety of information including the source of the lead, what are the next steps with that prospect, what their contact information is and more. Customer Relationship Management is designed to increase the effectiveness of your sales staff and the efficiency of your sales organization. Lead Management is the first step in the sales cycle.
Lead Management in Eligeo CRM
Managing your sales leads has never been easier with Eligeo CRM. Using our customer relationship management software you can actually track the entire end-to-end process of managing a lead and acting upon it. You can also capture leads from a variety of sources including your web site, manually or through the customer portal.
Features of Lead Management
- Creating a lead and managing it to the point of becoming a sales opportunity
- Capture leads directly from a form on your web site
- Import leads from external lists such as trade shows, workshops, seminars and direct mail
- Track products in your database to the lead
- Build workflow directly into your leads to create notifications and reminders
- Create fully customizable reports based on your lead database
- Completely exportable to spreadsheet applications such as Microsoft Excel, OpenOffice and IBM Symphony.
How To Enter a Lead into Eligeo CRM