Automated Lead Flow Process
Simplify and standardise the delivery of business processes through the use of CRM automated Workflows or user lead Dialogs:
- Capture and track all lead details in one system.
- Automatically associate e-mail messages with relevant leads or opportunities.
- Use workflow to route leads to the right rep or sales team, Assign leads and tasks automatically.
- Simplify lead qualification, scoring, and conversion.
- Easily segment data to generate leads from your customer base.
- Ensure leads are followed up on in a timely and consistent manner
- Enforce a lead qualification process and rating system
- Convert leads to a sales opportunity with a click of a button