Lead Processing

Being able to pour prospective customers into the mix is the mainstay of any sales team, using the Leads module in OpenCRM you can manage this process effectively, squeezing as much juice out of each enquiry as possible.

We all know that Leads are the start of the customer journey, how we manage this information determines how effective we are and how professional we appear. OpenCRM gives you the ability to track Leads from their initial creation right the way through to a prospective opportunity, very easily, which means, more productively.

Rate your Leads and view them based on these weighted values. Once the Lead hits a trigger point, turning from a Suspect into a Prospect, convert the Lead and automatically create the associated Company, Contact and Opportunity records, so that you can progress the opportunity further. Sales people love to pick the low hanging fruit, so give them a way to grade the fruit before picking. Keep all of the information that you collect during the Lead stage and transfer this, automatically, across to other entities within OpenCRM, including all of the communication leading into the Opportunity phase.

Leads can be created through affiliate websites, your own contact us/enquiry web forms or via inbound email's, whatever you need. Once created you can assign Leads to relevant members of the sales team, with auto notifications to your colleagues to let them know they have a new enquiry.

Build campaign lists using custom views & searches, and then action these lists by sending emails, creating activities for telemarketing or producing merged mailable documents. Reuse these lists and add them to a Campaign as part of a structured, targeted, marketing process.

Import Leads from external sources, including CSV files, so when you attend that next exhibition, or purchase the next mailing list for a specific campaign, work from one place, OpenCRM makes life easier and offers sales people the tools to track and follow up their enquiries effectively.