CRM Lead Management
Sales Lead Management Software for effectively managing your CRM leads
Leads are an essential part of your sales and marketing process. A Lead is any person or entity that has interest in purchasing your product or service. This represents the first stage of a sales process.
Sales leads come from:
- Trade show
- Direct marketing
- Advertising
- Internet marketing
- And more
Effective CRM Lead management can increase sales productivity, lower the cost of marketing and enable staff to achieve critical objectives. Deskera Lead Management helps you target and automate marketing campaigns, qualify new leads, and prioritize follow up. This leads to more consistent customer communication. With Lead Management you can record and track leads details like status, source and rating. It also provides the tools to convert and search existing leads, and define lead activities, tasks, events and more.
Key Features of Lead Management
Comprehensive Lead Details:
Record and track complete lead details like status, source, rating and more. View details related to the lead – emails, quotations, files, comments and recent activities.
Convert Leads:
Leverage powerful tools to search and convert existing leads into opportunities. You can also save it as an account and a contact.
Add an Activity:
Define lead activities, tasks, events and more – for accurately carrying out sales process related to a lead. Get regular updates of the upcoming activities on your dashboard.
Add Documents:
Add/Update documents for each lead and maintain them in a central repository.
Learn more about Document Management
Export Leads:
your Lead List in multiple file formats like .pdf, .csv and more.
Import Leads:
Import all your leads from a CSV or XLS file.
Effective Lead Classification:
Create standard or customized Lead Classification.
Import Leads:
capture thousands of Leads from your website and have them recorded instantly in your CRM using Deskera’s Lead Capture Forms
Import Leads:
Use Deskera CRM to create intuitive Lead Assignment Ruleswhich can automatically assign them to specific sales people.
Reports Avaliable in CRM Lead Management:
- Leads by Industry Report
- Contacted Leads Report
- Contacts by Lead Source Report
- Contacts with Cases Report
- Contacts with High Priority Cases Report
- Converted Leads Report
- Converted Leads to Account Report
- Converted Leads to Contacts Report
- Converted Leads to Opportunity Report
- Leads by Source Report
- Qualified Leads Report
- Contacted Leads Report
- Open leads Report
- Leads Pipeline Report
