Getting Started – B2B Cycle for Lead Management

B2B lead cycles are not pretty simple, IMPAKTT Lead Management help sales team to manage their lead cycles in a desire way more smartly.

Following will be the steps to manage lead cycle.

1. Setup B2B Lead Cycle
   • Setup Deal/Enquiry Pipeline
   • Configure Activity types
   • Possible Lost reasons
2. Import Leads via CSV or Add Contact/Company from CRM
3. Create Lead/Enqiury against contact/company
4. Communication via CRM against enquiry
   • Assign participants and agents for that enquiry
   • Task & Schedules manage via CRM against enquiry
   • Send and communicate emails
5. Send order estimation
   • Send via email
   • Manage as lead pipeline (i.e: negotiation stage etc)
6. Won an estimate & forward to operations