Sales Lead CRM System
Salesforce or Oracle - Sugarcrm or Zoho
Customer Relationship Management
In order to achieve true success and perform at a level superior to your competitors all elements must be coordinated. It is critical not only to ensure your customers find you, but to capture their information and create a true sales lead that can be effectively followed up on.
What is Customer Relationship Management?
High quality systems such as Salesforce.com and Zoho are critical in todays competitive sales environment. Other well known software platforms such as Sugarcrm and Oracle provide features that promote consistent and recorded follow up.
Sales leads captured and recorded in sales leads software – also known as customer relationship management software – offers an array of tools for effective follow up and conversion into sales.
We have found that using sales leads software is far superior for collection and tracking of prospects’ information for a few reasons including:
The lead is instantly delivered to the nearest sales person who can follow up.
Lead information can be updated with notes on follow up and sales made.
Successful sales people can be identified and their techniques studied and shared with the sales team.
Future sales can be made with periodic follow up announcing any new product offerings, or sales being held.
The source of the lead is tagged, thus providing data on effective or ineffective marketing.
The cost per lead, and more importantly cost per sale, can now be known for each lead generation method.
CRM Software Options
Highlights of a Good Sales Leads Software System
Instant Delivery – Once a lead is created, it is instantly sent to the proper franchise or dealer via lead distribution software that can best assist that prospect.
That Dealer is Instantly Introduced to the Prospect – The system either instantly displays a customized record to the prospect including photo/logo, full contact information and descriptive narrative about your company, or sends all of this via e-mail.
That Prospects Information has Now Been Captured – Every lead has value and should be treated in a manner that maximizes that value. Periodic follow up yields a greater conversion.
Customer Relationship Management Systems Are Web Based – Access to your leads is critical from a timing perspective and for management purposes. Leads stored in a traditional PC based software system means lugging that computer everywhere you go.
It Provides Supervisory and Review Access – Every sales system that operates from a distributed sales force model demands data that helps the manufacturer understand who is performing and who is not. Constructive criticism or incentives cannot be disseminated without knowing who is meeting sales projections and who is under par.
Online Contact Management System Included – A sales leads software system that has built in ways to organize leads, add notes, schedule callbacks and email prospects directly eliminates the need for duplicate customer relationship management systems. These lead distribution softwares help sales people systematically follow up with prospects. In addition, all of this activity is easily accessed by supervisory personnel from any location.
Provides Cost Calculations – The sales leads software system can easily track and calculate closure ratios and costs per lead and cost per sale.
Ability to Import Bulk Leads from Sources such as Trade Shows – The sales leads software system should be able to integrate leads driven from a host of websites and other internet media outlets as well as leads generated in bulk from sources such as trade shows.