Lead Management
Sales Lead Management Software for effectively managing leads
Lead Management is something which has become extremely important in recent times, as it helps businesses to find customers and continue making money. It is an essential part of sales and marketing success. When leads are not well managed, efficiency of sales decreases and the cost of marketing shoots up, resulting in loss of productivity and inability to achieve critical objectives.
Deskera Lead Management helps you to address these challenges and makes it simple to qualify, distribute, and follow-up on leads. Lead Management enables you to efficiently record and track leads details like status, source and rating, leverage powerful tools to convert and search existing leads, and define lead activities - Tasks, Events and more – for accurately carrying out sales process. Now you can maintain a consistent customer communication and lower your marketing costs by automating marketing campaigns with effective Lead Management.
Key Features of Lead Management
Comprehensive Lead Details:
Efficiently record and track complete lead details like status, source, rating and more.
Spreadsheet functionality:
Adding, updating and navigating through the sheet is as easy as using a spreadsheet. It ensures that all your tasks get completed in three clicks or less. It incorporates 'Click and Type' functionality that allows you to select, edit and manipulate any data as per your requirement, without the need of navigating through any additional tabs or menus. Learn more about Click and Type
Convert Leads:
Leverage powerful tools to search and convert existing leads into an opportunity. 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 a central repository of documents for all your leads. Learn more about Document Management
Export Leads:
Export your Lead List in multiple file formats like .pdf, .csv and more. You can even customize the format of the files by defining templates before exporting them.
Import Leads:
Import all your leads from a CSV file in Deskera to get started instantly.
Key Benefits of Lead Management
- Keep track of all prospective customers easily through regular updates on lead status and associated activities.
- Maintain lead details easily using an intuitive spreadsheet, like user-interface.
Additional Features of Lead Management
- Quick Search allows you to get results as soon as you type the keyword.
- Advanced search functionality enables you to search for multiple search terms.
- Maintain a repository of inactive leads in 'Archived Leads' list.
- Track recent activities associated with the all your leads through updates on your dashboard.