What Is Lead Management?

Lead management is also known as customer acquisition management. It is a professional term used in general business. Optimizing the potential customer base during the process from mining prospects to completing transactions, effectively managing sales leads and optimizing between sales and marketing departments, assigning leads is critical to successful sales.

Lead management

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potential

Through lead management,

Online potential customer mining

Easily create forms that automatically capture leads from web sites and automatically send personalized responses based on information provided by prospective sales customers.

Lead Search and Merge

Ensure that representatives can easily understand previous interactions with potential customers before continuing to track. Easily merge duplicate leads with existing leads, contacts, and customers. Lead management is so simple.

Automatic lead arrangement

Create lead queues and establish lead assignment rules to automatically assign leads. Assign sales leads to the appropriate team or representative based on custom business rules.

Lead history tracking

Create audit records of changes made to standard and custom lead fields from generation to conversion. Ensure legitimacy and efficiency with complete lead tracking.

Lead identification

Develop a lead identification process to ensure that all sales representatives use the same consistent approach. Easily customize to design different qualification processes and page displays for different business units or product lines.

Lead conversion

Turn qualified leads into sales opportunities with a single click. After the transaction is assigned to the field sales representative, the field sales representative is notified.

CRM is short for Customer Relationship Management in English, which is generally translated as "customer relationship management". CRM originated in the United States, and the concept of CRM was first proposed by Gartner Group. Since the 1990s, the tide of the Internet and e-commerce has developed rapidly. Different scholars or business organizations have different views on the concept of CRM. ^[1]

The original creator of this concept believes that CRM is a business strategy, which effectively organizes enterprise resources according to the classification of customers, cultivates customer-centric business behavior and implements customer-centric business processes, and uses this as a means Improve corporate profitability, profits and customer satisfaction.

IBM believes that by improving product performance, enhancing customer service, increasing customer delivery value and customer satisfaction, CRM has established a long-term, stable, and trustful relationship with customers, thereby attracting new customers, maintaining old customers, and improving efficiency. And competitive advantage.

SAP: The core of the CRM system is the management of customer data. The customer database is an important data center for the enterprise. It records the various interactions between the company and customers during the marketing and sales process, and the status of various related activities. Various data models to support later analysis and decision making

Based on the above-mentioned classic CRM concepts, CRM can be defined as three levels of sales philosophy, business process and technical support: CRM is a combination of modern information technology and business thinking. It uses information technology as a means to The important combination and design of "customer-centric" business processes forms an automated solution to increase customer loyalty and ultimately achieve increased business operation benefits and profit growth.

Regardless of how CRM is defined, "customer-centricity" will be at the core of CRM. By meeting customer's individual needs and improving customer loyalty, CRM achieves the goals of shortening sales cycles, reducing sales costs, increasing revenue, expanding markets, and comprehensively improving corporate profitability and competitiveness. The original intention of any enterprise to implement customer relationship management is to create more value for customers, that is, to achieve "win-win" between customers and enterprises.