Lead management importance

When you’re dealing with clients, there are various processes you need to go through to close the deal. As part of CRM software, lead management will help you acquire and manage leads until they become sales-ready. As we spoke about in our earlier blogs, we can’t stress enough how important software tools are and how can they change your work life. Gauss Box will simplify the whole process from creating leads to closing the deal. But don't take our word for it, just look at statistics.

CRM can increase conversion rates by up to 300% (Fit Small Busines).

Creating leads

The best way to start your sales process is to create a simple task to note possible sales/leads. Gauss Box gives you the possibility to note all important details about your leads. You can choose between creating a lead person or a lead company, but let’s divide this into six simple steps.

BASIC INFO - This field will help you keep your leads in order. Inside this field, you can enter basic information such as first and last name/company name, mobile phone, e-mail, or address.

POTENTIAL POINTS OF INTEREST - You’re probably wondering what this field has to do with tracking leads. Well, it helps you categorize your sales opportunities and know what their priorities are. You could add product/services categories or even specific products/categories to know what is the main subject you should focus on during lead managing. It’s also possible to write a description (point of interest).

RESPONSIBLE TEAM MEMBERS - Let everyone on the team know who is responsible for each lead person/company. Add participants as you wish.

STATUS, REFERRALS, AND CLASSIFICATION - With the status option, you can label in which phase your lead is (for example finished, in progress, etc.). Also, you will be able to rate and categorize your lead person/company, or even mark the source from which you tracked certain leads. This kind of information can be helpful when filtering and searching for wanted leads.

OTHER DATA ABOUT A LEAD PERSON - This field implies some additional data on your lead. If needed, for the lead person you can add some personal information like gender, birth date, nationality… When it comes to companies, you have the option to add a website, industry type, annual budget, etc. Whichever information is needed at that point.

DESCRIPTION AND ATTACHMENTS - Upload files or write some additional descriptions if you have some specific info to note yet. Just to state, you don’t have to input every field mentioned in this chapter. Just the ones you’ll be needed when creating a new lead. It’s up to you and that’s the whole point of the Gauss Box. Adjust everything according to your needs.

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