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PMAM CRM Lead Managenment

Consistent lead tracking, efficient distribution across sales forces and dedicated communication and follow-ups are all components of lead management. Good lead management facilitates pipeline movement and lead conversion.

PMAM CRM provides comprehensive functionality for Lead Management.

Lead Management

Create / Import Leads
Create comprehensive records for each lead with all associated information. Leads present in another format, can be imported into the CRM system at one go using the Import Wizard.

Assign Leads
Assign each lead to a sales person or team who will be responsible for maintaining regular contact, providing information and converting the lead.

Manage Leads / Make Notes / Map Contacts to Role
Manage leads by maintaining a list all contacts within a lead organization, their designation in the organization, the role they play and detailed notes of all communication with them.

Organize Leads
Group your common leads into baskets. Leads from a single source (eg: trade fair or exhibition) can be grouped into a single basket facilitating regular communication with them. Communications can be designed to target all leads of a certain group.

Lead Escalation
Escalate your leads from one basket to another depending on change in status. This will ensure a clear overview of the status of leads at all times.

Pipeline Status
Monitor and modify pipeline status of leads at regular intervals of time. Knowing which stage of the sales cycle a lead is in, is crucial to closing a sale.

Close Deal
Close deals successfully and with regularity with regular follow-ups, up-to-date information on your leads and a proactive approach.