Organizing marketing and sales leads is a perennial problem. Over time databases grow and grow until they reach a point where they’re unwieldy and unmanageable. The number of data fields expands and records get duplicated – both bringing significant issues – but there is also the issue of prioritization, ensuring no opportunities are missed.
Workbooks CRM can help you manage your leads effectively.
Score leads based on specific attributes that you determine.
Motivate your teams by prioritizing leads most likely to convert into an opportunity.
Capture relevant information such as source, size, industry sector, areas of interest.
Report on Leads requiring attention (e.g. any Leads that haven’t been updated within ‘x’ days or Leads that do not have an open activity related to them).
Track the ROI of your Leads by source or campaign.
Automate Lead allocation to sales people/teams.
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