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