Lead management importance

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CRM can increase conversion rates by up to 300% (Fit Small Busines).

Now when we covered the basics, let’s talk about the specifics of lead management tools.

Creating leads

The best way to start your sales process is to create a simple task to note possible sales/leads. Gauss Box gives you the possibility to note all important details about your leads. You can choose between creating a lead person or a lead company, but let’s divide this into six simple steps. BASIC INFO - This field will help you keep your leads in order. Inside this field, you can enter basic information such as first and last name/company name, mobile phone, e-mail, or address. POTENTIAL POINTS OF INTEREST - You’re probably wondering what this field has to do with tracking leads. Well, it helps you categorize your sales opportunities and know what their priorities are. You could add product/services categories or even specific products/categories to know what is the main subject you should focus on during lead managing. It’s also possible to write a description (point of interest). RESPONSIBLE TEAM MEMBERS - Let everyone on the team know who is responsible for each lead person/company. Add participants as you wish.

STATUS, REFERRALS, AND CLASSIFICATION - With the status option, you can label in which phase your lead is (for example finished, in progress, etc.). Also, you will be able to rate and categorize your lead person/company, or even mark the source from which you tracked certain leads. This kind of information can be helpful when filtering and searching for wanted leads.

OTHER DATA ABOUT A LEAD PERSON - This field implies some additional data on your lead. If needed, for the lead person you can add some personal information like gender, birth date, nationality… When it comes to companies, you have the option to add a website, industry type, annual budget, etc. Whichever information is needed at that point.

DESCRIPTION AND ATTACHMENTS - Upload files or write some additional descriptions if you have some specific info to note yet. Just to state, you don’t have to input every field mentioned in this chapter. Just the ones you’ll be needed when creating a new lead. It’s up to you and that’s the whole point of the Gauss Box. Adjust everything according to your needs.

Nikolina Hodak is Marketing assistant who works in a dynamic marketing department at Gauss. She enjoys developing her skills trough digital marketing.

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