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.
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.