Lead management

Manage your leads more effectively with Workbooks:

• Motivate your teams by prioritising the leads most likely to convert into an opportunity
• Report on leads requiring attention, such as those which haven’t been updated within ‘x’ days or opportunities that don’t have a sales activity associated with them
• Track your ROI by source or campaign
• Prioritise sales and marketing activities based on insights gathered by organising, managing and scoring leads
• Use insights on which leads respond to which campaigns or through which channels to plan future engagement
• Prioritise new leads based on the response of similar companies using segmentation factors such as source of lead, size, industry sector, and area of interest
• Focus your activity on the prospects you know are most likely to convert by scoring your leads based on specific attributes that meet your criteria
• Pass only the most qualified leads to sales by automatically scoring and grading leads by engagement or interest, by demographics or an ideal customer profile
• Ensure that lead assignment is fair, efficient and effective by automatically assigning leads that have reached a defined threshold to the right sales people