- FEATURES
- Sales Force Automation
- Lead Management
Converting a lead into a potential buyer depends on efficient communication and nurturing. From lead generation, to scoring, to conversion, Zoho CRM's lead management software ensures proper follow-up to move your leads through the sales pipeline.
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Here's how we can help you
- Identify quality leads from a pool of incoming leads
- Measure ROI from your online ad spend
- Nurture promising leads to conversion
- Engage with leads closely across multiple touch points
- Analyze and track key information about leads
What is lead management?
Lead management is a systematic process in which incoming leads are qualified, analyzed, and nurtured so that they can be converted into new business opportunities. In a typical sales process, leads from multiple channels enter your lead management system, and the sales-ready leads are converted into deals. You need to have a lead management platform in place if you want to make the most of prospects who are interested in your product or service.
Zoho CRM has been consistently rated as the best lead management solution by both customers and experts. With a comprehensive set of lead management features for businesses of all sizes and types, your sales reps can now convert more leads in less time, and with less effort. From lead generation to conversion and analysis, take a look at some of the popular ways that you can find sales success with Zoho's lead management system.
Generate
- Generate
- Enrich
- Distribute
- Nurture
- Convert
- Analyze
Smart web forms for lead generation
Never miss out on any high-intent lead visiting your website. Zoho CRM helps you capture leads from your landing pages hosted on WordPress, Unbounce, Joomla, and other content management systems with ease, without typing a single line of code.
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Scan business cards on the go
Turn your business cards into contacts in Zoho CRM. Scan business cards and QR codes using the Card Scanner app and instantly push new contact information into CRM. Not only do you have a safe repository of all your business cards online, you get to stay updated with their business regularly through the prowess of Zoho CRM.
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From leads to happy, engaged customers
Having a live chat system on your website is the best way to engage with your incoming prospects. Infact, live chat is the most preferred communication channel when a lead lands ona website. Engage with your visitors more personally and convert them to leads right from your chat window.
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See tweets from your prospects inside CRM
Add your Twitter profile to your CRM to stay updated on all the likes, mentions, and replies that your business gets. Zoho CRM automates this lead generation so that you can assign an immediate follow up action to every incoming Twitter lead.
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Discover new leads from Facebook
Generate quality leads from Facebook and haveall your lead information synced in your CRM. Use Facebookleadads to target custom audiences, understand their preferences, and tweak your sales pitch to maximize the chances of winning the deal.
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Zia for lead enrichment
The moreinformation that you get about your leads, thehigher the chances of converting the lead. Zia's data enrichment functionality looks for more information abouteach lead based on the primary information you have added about the lead, thus making your future lead nurturing process moreenriched.
Better lead engagement through scoring rules
Dealing with a large number of leads every day makes it difficult to determine which ones to focus on. Scoring rules in Zoho CRM's lead management tool lets you prioritize your sales leads with positive and negative scoring to ensure faster conversions. Use sales lead management processes to set your leads individually or make a combination. If leads from a particular industry are where you want to direct your attention, or if trade shows are a promising avenue for your business, assign a higher score to those leads.
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Distribute leads automatically
Pre-defined workflow rules let you assign leads to sales reps based on geography, product, or department. You can also use round-robin queues to route leads equally and optimize follow-ups. Ensure that you don't miss out on leads just because of improper customer engagement methods.
Nurture more leads through omnichannel communication
Don't just engage through email,make full use of Zoho CRM's omnichannel communication mediums to connect with your leads. Nurture leads throughsocial media, telephone, live chat, and even in person. If webinars are your thing, you can integrate Zoho CRM with a host of popular online webinar hosting products and conduct lead nurturing webinars online and sync all your webinar related informationto your CRM.
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Create and send targeted email campaigns
Engage prospects at every stage of the sales funnel through effective email marketing campaigns.Create targeted campaigns for strategically important customers in your mailing list based on a variety of parameters such as previous engagement, geography, and purchase history. Email analytics in Zoho CRM also help you identify the emails that have worked well and the ones that need immediate course correction.
Convert leads to deals
Whenleads are willing to buy your products or services, turn them into deals with just a click. While converting, you can also create immediate follow-up tasks. Zoho CRM's mobile app helps you convert your promising leads to deals faster. Moreover, automatic data association of leads to contacts oraccounts means thatall your lead information is successfully retained and associated to a contact's information.
Know which ad campaigns bring you quality leads
Zoho CRM integrates with Google Ads to bring you a complete picture of your online ad spending and how much revenue each campaign generates. With this integration, you will know the ideal set of keywords that convert, cost per conversion information, and personalize your sales pitch accordingly.
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Use Zoho CRM's built-in analytics functionality
Measure the number of leads that you've brought in, the conversion rates for different lead sources, sales reps who convert the most, and more,using Zoho CRM's built-in analytics functionality.
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What is customer lead management software?
Lead management software helps organizations qualify incoming leads, analyze and nurture them so that they can be converted into new business opportunities. In a typical sales process, leads from multiple channels enter your lead management system, and the sales-ready leads are converted into deals. You need to have a lead management platform in place if you want to make the most of prospects who are interested in your product or service.
What is lead tracking and management?
Lead tracking is the process of identifying the source of leads, actively monitoring where leads are in the sales and marketing funnel, and pursuing appropriate actions to move the lead to the next stage and close the sale.
Lead management is the overall end-to-end process of managing the lead lifecycle. This involves capturing and acquiring leads from different sources, qualifying them, distributing them to sales reps, tracking and recording online and offline interactions, such as emails, ad clicks, website visits, phone calls, and face-to-face meetings.
Differences between sales lead management software and CRM?
A lead management software helps streamline the entire process of a lead's lifecycle from capturing them to closing the deal.
A CRM includes much more functionality than a lead management tool - it's a collection of software which acts as a single repository to bring your sales, marketing, customer support activities together, and streamlines your process, policy, and people in one platform.
How to track opportunity in CRM?
The primary method of opportunity tracking in any CRM is through the Pipeline View. Every opportunity within a pipeline can be readily seen, in the stage in which it currently resides. The Kanban view in Zoho CRM shows all your records, arranged in specific categories. One quick glance at it, and you will be able to see how your pipeline looks and attend to the bottlenecks.
Differences between sales lead management software and CRM?
A lead management software helps streamline the entire process of a lead's lifecycle from capturing them to closing the deal.
A CRM includes much more functionality than a lead management tool - it's a collection of software which acts as a single repository to bring your sales, marketing, customer support activities together, and streamlines your process, policy, and people in one platform.
Benefits of lead management process
An effective lead management software helps you - automate lead generation and assignment from different sources, improve team productivity with AI generated insights, engage with leads contextually in the best time possible, segment and nurture leads with personalized experiences, measure and improve your lead management process and streamline for maximum efficiency.
Why do I need CRM lead software?
By keeping all the leads you generate from various channels organized and stored in a central place, a well-equipped CRM system can help you engage your leads systematically, track their status, convert them into deals and use business intelligence to analyse and improve your overall sales process.
How to choose the best cloud based sales lead management?
You need to ensure that your cloud based sales management tool ticks the following boxes : generate and organize leads from various channels, provide sales enablement tools to help sales reps close more leads, provide accurate sales forecasts, manage your sales pipeline, use artificial intelligence to improve sales productivity, provide a platform that can be customized to your needs, automate marketing activities, provide powerful analytics tools to let you make data-driven decisions, and on top of all provide ample security to keep your data as well your lead/customer data from falling into the wrong hands.
