What is sales lead management?

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?

Traditional customer relationship management systems (CRMs) were once the answer for businesses to manage customer data and support sales management. But times have changed and while they might be simple and straightforward for some companies to use, for others they are not.

This little spark of sales lead knowledge aims to ignite the fire of your sales team to act rapidly and drive conversion rates to win more business and add more to your bottom line. Online sales leads are notoriously fickle; attention spans, and your window of opportunity, can be measured in minutes. It’s essential that a new lead is engaged immediately.

From train tickets to hotel reservations and flights, the travel sector deals with a constant stream of booking requests and enquiries from customers looking to commute or enjoy a break.

When it comes to controlling the flow of leads through your business, and ensuring that you maximise the likelihood of them converting from enquiries into sales, it is vital that you have an effective process in place.

If your business provides customers with financial services, such as loans or specific advice, it’s likely that a lot of your initial contact will be customers arranging an appointment to discuss their needs with your directly.