Lead Management

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Lead management is a systematic process in which incoming leads are qualified, analyzed, and nurtured so that they can be converted into new business opportunities.


In a sales process, leads from multiple channels enter your lead management system, and the sales-ready leads are converted into deals.


From lead generation to conversion and analysis, take a look at some of the popular ways that you can find sales success with the INDSAC-CRM lead management system.

The Lead Management Process

1: Lead capturing


A good lead management software ensures that every lead is automatically fed into the CRM system from web forms, e-mails, and chat, preventing prospects from falling through the cracks.

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2: Lead enrichment & tracking


Lead management software mines data from multiple sources. It uses direct mailing or email marketing lists. Other times, it extracts information from customer databases or even social media platforms. With access to the right data, it analyzes the information, segments valuable customer identifiers, and produces a set of qualified leads.

3: Lead qualification


The predictive scoring model helps you prioritize contacts you interact with by going through historical data and assigning a score to every contact based on engagement with your company. Your team can easily identify the right leads and invest their time in making a sale.

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4: Lead distribution


A lead management system automatically assigns leads to salespeople across territories on a round-robin basis, assigns phone numbers to territories, and transfers calls to sales teams.
This way, your sales team can prioritize assigned leads instead of manually searching for new leads in the CRM system.

5: Lead nurturing


Your all leads are not sales-ready. Lead nurturing educate and demonstrate the value of your product/service. With lead management software in place, you can send campaigns to these leads who are not quite ready yet to make a purchase.

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