5 Essential Features That The Best Lead Management System Comes With |
Posted: November 20, 2019 |
Businesses are evolving. Even smaller businesses today are realizing that they can compete in a bigger arena with some digital capabilities. And once the decision is made to gain from digital opportunity, your next step is to get the best lead management system. While choosing one, make sure they exhibit the following features. Lead Capture: The best lead management system automatically saves lead information from various sources. The leads could be captured from a form on the website, when an incoming email is sent to a company’s email address, or from social media campaigns. It can also be manually recorded or uploaded in bulk. Lead Assignment tracking: The best lead management system software comes with an efficient way to assign and distribute leads to other lateral and subordinate users. As for tracking, every action and transaction conducted with a lead is recorded in the system. This tracking shows what has happened and what was communicated to a particular lead from the insert date of the lead through every state of the lead flow. The system also records every user who transacts with a lead. This is really helpful when a lead is reassigned to another user. It is easier to pick up the process where another user left off without extensive debriefing. Reporting/ Analytics: Reporting is the primary way for Managers to gain visibility into key aspects of operations. The lead management system software is designed to improve productivity and increase the return on investment from lead acquisition and development. To that extent the reports provide a real-time view of the following The system provides a deeper view of productivity and user conversion ratios. By understanding conversion ratios, lead quality, and profitability, businesses can make smarter decisions about which lead sources are working. It provides the ability to create custom reports. Marketing Automation: Email Marketing or SMS marketing, based on the behavior of leads can increase conversions and thereby boosts sales in the process. These emails or SMS could also be event triggered. Like for example, once a lead is recorded in the system, a welcome mail is sent to them. Following this with email nurturing can help you in generating more qualified leads which will ultimately drive more sales. Security/Accessibility: One of the main concerns of any business is the security of the leads information and ultimately accountability for information that is distributed to employees. It is not always prudent to allow all users full accessibility rights at all times. Therefore, the best lead management system incorporates a number of security features that minimize the likelihood of lead fraud or other unauthorized access to lead data. The user admin section allows the system admins to limit data and functionality accessible to users. This user hierarchy provides any size company with a formula to create accessibility parameters around their data. Corefactors offers a lead management system platform that allows your sales teams to get started quickly without having to make changes to their already-existing workflow. Its intuitive interface and a large number of features make it an excellent option for businesses of any size.
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