Definition: In CRM, leads are distinguished from opportunities and contacts, based on the fact that your company has made no or little contact with the prospect.
Qualification
Salespeople looking for new business turn to CRM leads. The first step in using a lead is the qualification step. This is the process of determining if the prospect has the potential to be a good customer fit for your business based on the prospect's need for a solution, his willingness and ability to buy. Once qualified, a lead turns into an opportunity.
Lead Generation
CRM leads are generated in several ways. They are basically sales leads managed through CRM. CRM leads can be acquired personally, through networking or trade shows; purchased from third party list sellers; acquired through an online survey or acquired through other touch points.
In Odyssey there are basically four ways to capture new leads:
Leads are created by yourself manually on the system.
When a customer phones your office and a fellow employees creates a lead on your behalf.
A request comes through the internet (Your own company web site), then a lead is created.
Through the tele-sales module, leads can be passed onto/into your account.
When creating a LEAD, the system ask you to complete the customer contact details. Once you entered this information you need to specify the sales representative that you are sending this lead to. You select the appropriate sales person (by default yourself) and then the system will send him/her the lead.
Leads notifications are received in two ways when somebody or the web site sends you a new lead:
You will receive an email notification.
When logging into Odyssey CRM a pop-up message in the system will indicate how many new leads are waiting to be viewed.
Successful Leads are then converted into an opportunity.
NB: The "lead" screen can be designed to almost your exact specifications. Since the lead screen customization is HTML, you need to consult with one of our support staff.
The process for creating lead screens can be a little bit intimidating so please consult with us so that we can help you.
