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
Top 20 CRM 2020
High Performer Summer 2022