The process of any lead management system starts with adding a new lead or contact. Therefore this is the most important part when it comes to managing sales teams. Any lead can also be a potential future customer for your business. Lead management includes maintaining detailed customer information along with all sales related information from follow up to meetings. Using sales software is one easy technique to improve sales team performance. Use these simple steps to understand how the lead management system works.
How lead management software works
This lead management software has two sections associated with the lead management system. In one section to create new leads and in the other one you make changes in the data. Let us understand both of these.
Create New lead
First of all, the process starts with adding a new lead in software. Leads come from many sources. Click on the “New Connect” link to add a new lead in the software. Customer personal information like name, phone, number, email id etc. is required along with customer requirement and estimated closure time.
Make sure you fill all required fields marked as required for smooth entry and try to enter maximum possible details.
Manage Existing Leads
Lead management system has a dedicated section to make changes in the leads. You will find the “Manage Leads” link in the menu.
Click on “Manage Leads” from the menu (subject to access)
Click on the blue color edit button (pencil icon) from the right hand side. This will allow you to make changes in customer information.
You can also click on the search icon to view customer information and perform follow up.
If you wish to arrange a meeting, you can click on the yellow color user icon. On the next screen, fill all the relevant information and click on Save to complete the process.
Deleting is an important part of the lead management system. Click on the red color delete or trash icon available on the extreme right hand side. This will remove this lead from the system. When you delete a lead, you also delete all details, communication etc. linked with this account.
Once you understand how lead management system works, the next thing is to manage sales team performance.