Lead Qualification and Follow-up
Leads360 makes highly configurable lead management software to help sales organizations quickly qualify leads and follow-up on opportunities
Lead Qualification & Follow-Up
Consistent lead qualification and follow-up is essential before any lead becomes a customer. To do that effectively, Leads360 has developed an easy to use workflow engine that logs each activity and disposition your sales people make during the sales process.
"On average it takes between 5 and 6 attempts to contact a lead"
Source: Leads360 client data based on analysis of 15,000,000 leads.Workflow in Leads360 consists of the following elements:
- Statuses - A status represents each stage that a lead goes through from new to converted. This shows you exactly what has happened previously with each lead and helps indicate the next steps that need to be taken.
- Actions - An action (or disposition) represents each activity that occurs while a lead is being worked by sales people. This could include making a call attempt, leaving a message or entering a comment.
- Reminders - Follow-up reminders can be set manually or automatically based on where a lead is in the workflow. Reminders help ensure that every lead is worked diligently.
- Email - Lead Automation emails can be sent to prospects or users either manually or automatically based on where a lead is in the workflow.
Here is an example of a typical workflow:
Leads360 offers both custom and template based workflow depending on the product (Enterprise, Small Business or Express). All Enterprise clients start with a best practices template for your specific industry that can be easily customized. Small Business and Express clients use the same starting template, but cannot customize it.
