Lead & Opportunity Management

Lead management is critical for businesses to thrive in a competitive market. Lead management consists of several steps within a lead funnel. Capturing leads or lead generation is a process to attract as many customers as possible with whom you can do business through different channels, from websites, social media, newsletters, and advertising companies. Lead capturing via various online landing pages with forms can create targeted customers. Qualified leads with specific calls to action should follow the funnel with lead distribution to the sales team or further engagement. The final step is lead conversion or turning leads into paying customers. If this sounds complicated, it is not, however, the process can be automated with various CRM systems from Salesforce, Hubspot, Microsoft Dynamic, or some other CRM technology company.

A well-executed lead management promotes brand loyalty, improves customer experience, and ensures high investments in sales.