From identifying new opportunities to delivering customer happiness
Leads in CRM systems refers to individuals who may potentially become your customers, but aren't at the moment. A lead is also known as a prospect. Leads are typically turned into contacts, companies and deals/opportunities or dismissed as junk.
Leads need to be scored or qualified each time they are entered in your CRM. To do this, you need to collect information about the potential customer, such as their level of interest, amount of budget, or the size of the company. A lead who has expressed interest in your product, such as having requested a quote or attended a webinar, is labeled as a 'warm' lead. Likewise, a lead who has shown interest in buying your product, such as having requested an invoice or asked for a price quote, is referred to as a 'hot' lead. On the contrary, those leads that aren't qualified to purchase your product are termed as 'junk' leads.
Enter company and contact information, automatically record sales activities, and effortlessly keep all records updated. View each and every interaction you've had with contacts, and employ this data to create campaigns that result in more closed deals.
Populate your CRM with deals by a single click, assign tasks to push deals forward, and track the progress of all your deals from within your dashboards.
Receive actionable insights that your sales team will actually use by automatically pulling company details from our extensive business database.
Be alerted the moment a lead opens an email, clicks a link, or downloads an attachment, and then follow the action up with a perfectly timed email.
Turn your most effective and recurring sales emails into templates, and build a repository of documents that you can access inside from within your inbox and share with your entire team.
Build mobile-responsive and highly optimized web forms, pop-ups, banners, and slide-ins to convert visitors into leads, and add them to any web page.
View detailed interactions between your website and a contact at a single location, including page views, form submissions, sales activity, and more.
Create a scheduling link that can be shared with prospects, thereby empowering them to book time on your sales team’s calendar.
Connect in real-time with website visitors and convert new leads, close more deals, and provide better support to your customers.
Try the world's only all-in-one CRM solution custom-built for the growth of small companies.
Track your leads closely and enhance the experience for those leads that are closer to conversion, optimizing the use of your resources.
Optimize the lead nurturing process with EngageBay's Lead Management Solution. Well nurtured leads are more likely to convert than leads that are not nurtured.
Save time with EngageBay's Lead Management platform with its wide range of tools. Create a lead scoring system and set up filters and restrictions so that the right leads are effectively targeted.
Automate additional workflows with EngageBay's sophisticated Lead Management System. By enabling lead distribution, businesses can organize leads so that some can be re-sold to eager buyers.
EngageBay's Lead Management Platform has advanced tracking capabilities that help you keep a close eye on high-quality leads. This data helps you convert the leads you’re tracking, and also provides a roadmap for creating a better customer journey for future prospects.
For instant updates, EngageBay's real-time reporting is an invaluable resource that can let you make changes on the go depending on lead generation analytics. This data will let you quickly double down on successful channels and scale down less effective practices.
Empower your sales and marketing departments to work seamlessly by having access to the same data sets. Increase lead generation and lead conversion by creating a more focused sales funnel. Reduce errors and gaps in communication.
Want to learn more? Read our comprehensive blog posts
If you’re not too familiar with social CRM, you’ve come to the right place. In this article, we’ll cover the concept in depth. We’ll even share our best social CRM case studies for you to review and replicate for your business.
As a salesperson, there are few feelings more exciting than closing the deal and making that sale. Not only do you put more money in your pocket (or the pocket of your company), but you could bring in a new buying customer in the process.
In using customer relationship management or CRM software, you feel like you have a fairly good grasp on the satisfaction and buying behaviors of your customers. You may even decide to augment your CRM software with social CRM, also known as SCRM. Like SCRM, there’s a way to make your current CRM software even better and more rewarding for your company. That is through implementing the tool(s) that you get with a customer lifecycle management or CLM system.
Now that we’re almost halfway through 2021, what is your company doing to meet its B2B sales goals? The midpoint of the year is the perfect time to sit down and analyze your sales techniques.
Hey! Are you curious to understand the complexity of the terms CRM and CRM metrics? Are you eager to know the most important CRM metrics for the success of your organization?
Got Questions? We are here to answer them
Lead Management Software and CRM are two different things. However, sometimes there is a very fine distinction, since there are quite a few overlapping features. In fact, both the terms are used quite loosely, and interchangeably to describe a system that manages the complete customer lifecycle.
Lead management software brings in the leads and navigates them through the process of qualifying and nurturing. Then, it hands them off to your sales reps who turn leads into paying customers. This is the point where your CRM takes over.
A powerful Customer Relationship Management system offers a number of features and functionalities at an affordable price point. A CRM impacts a business significantly. It helps in nurturing leads and building better long-standing relationships with customers even before interactions with the sales team happen.
By executing effective marketing campaigns, tracking leads and acting on actionable data points, CRM software can nurture leads strategically, thereby ensuring better rates of successful closure.
Businesses generate leads through numerous sources and different channels such as websites, ads, cold calls and emails, events, etc. Because of the availability of such a wide range of sources, it’s critical to have an effective system to manage leads. In this case, a spreadsheet or a simple contact database will not be sufficient.
A large number of businesses find it difficult to convert leads to customers because they cannot differentiate the hot leads from the cold ones. As a result, they end up missing out on strong opportunities. Implementing lead management gives you a centralized process to manage lead information, score leads, maintain communication and even nurture them consistently.
In today's competitive environment, there are a large offering of lead management tools to choose from, usually packaged as part of a larger CRM suite. Ensure that you do your research and take your time when making a purchasing decision. Ask relevant questions focused around building up a strong customer base for your business.
If you work in a niche industry, don’t overlook slightly smaller providers. While some companies aren’t as well known, it doesn’t mean their software isn’t every bit as impeccable as a mainstream solution.
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