What is sales lead management?

Not everyone is ready to buy from you the moment they make an enquiry. They may need more information, they may be thinking ahead, or maybe they’re sizing you up against your competitors. This is your golden opportunity to nurture the lead and keep it warm to maximise the chances of converting it into a sale further down the line.

Adding variables to templates can be tricky - it takes time and it’s not in everybody’s comfort zone. Well, not anymore! Say goodbye to writing code and trying to remember field content, and hello to adding any variable field you need with a single click.

So you’ve qualified an opportunity and scheduled an appointment with your potential customer. Perhaps the next step is to carry out a fact find over the phone, or assess their requirements in more detail face-to-face with a home visit or a meeting in your office. So far so good, but what happens if they don’t turn up or they’re not available to take your call?

In call centre environments, it’s essential that your team has the tools they need to keep detailed audit trails so you can offer the best level of customer service. But, completing call notes and linking call recordings to leads can be difficult, time-consuming and easy to forget. That’s why we created Voice to help you record proof of conversation for compliance and continuous improvement.

When it comes to reporting, our customers need reports straight out of FLG CRM based on the dates that lead statuses change, not just when leads are received. Funnels, our brand new reporting feature, is our answer to that problem.

Do you need to collect large amounts of data from your customers? When it comes to building forms to gather this information, maybe you're restricted by limited fields and the need to write code to create them? If this sounds familiar, then we've got you covered with our brand new feature, Journeys.

Have you ever spent time going back and forth with a customer or prospect to find a convenient time for a call or meeting? Worse still, perhaps you've opened your calendar to find a clash or even missed an appointment because you're managing them in two places. If this sounds familiar, then our brand new feature, Appointments, is just for you. Available now for Google Calendar and Microsoft Office 365 users.

Investing in your business requires careful thought and planning. You need to make sure that wherever you invest will generate the returns you need. Lead management software is one option for businesses to consider as an area of investment, but can it deliver ROI?