Managing leads
Managing leads effectively is essential for your sales success. This guide will help you understand how to add, assign, contact, organize, and manage your leads in 3sigma CRM.
1. Add Leads
Direct Input: Use the Add Lead button to enter new leads manually into the system.
Import Leads: If you have leads in a spreadsheet, easily import them by selecting the Import option and uploading your CSV file.
Automatic Capture: Set up your website forms to capture leads automatically, ensuring all inquiries go directly into your CRM.
2. Assign Leads
Distribute Leads: After adding leads, assign them to your sales team members. Click on the lead’s profile and select the Assign option.
Automatic Assignment Rules: You can set rules for automatic lead assignment based on criteria like location or deal size to streamline the process.
3. Contact Leads
Integrated Communication: Use the built-in calling, emailing, or WhatsApp features to reach out directly from the CRM.
Log Interactions: After each contact, log your interaction in the lead’s profile for future reference.
4. Create Follow-ups
Set Reminders: Use the Follow-up feature to set reminders for future actions, such as calls or meetings.
Custom Tasks: Create tasks specific to each lead, like sending a proposal or scheduling a demo, to ensure you follow through on your commitments.
5. Filter and Sort Leads
Use Filters: Apply filters to quickly find leads based on specific criteria such as deal size, status, or activity.
Sort Leads: Sort your leads by priority or stage in the sales process to focus on the most promising opportunities.
6. Organize Leads in Lists
Group Leads: Create lists based on common characteristics, like industry or interest, to better manage your outreach.
Targeted Lists: Use these lists for focused marketing campaigns or personalized follow-ups.
7. Automate Engagement
Email Sequences: Set up automated email sequences for different lead types to save time and ensure consistent communication.
Action Plans: Create action plans for various lead scenarios to guide your engagement strategy.
8. Quote and Invoice Management
Generate Quotes: Quickly create quotes for your leads directly within the CRM. Customize them with relevant details and send them to leads via email or WhatsApp.
Invoicing: Create and send invoices to leads after closing a deal, ensuring smooth transactions and clear payment expectations.
9. Share Digital Cards
Digital Business Cards: Use the CRM to create and share digital business cards with your leads. This helps in establishing a professional presence and makes it easy for leads to save your contact information.
10. Monitor and Improve
Review Pipeline: Regularly check your sales pipeline to see the status of your leads and identify areas for improvement.
Analyze Performance: Look for patterns in lead activity and conversion rates to refine your approach and increase your success rate.
By following these steps, you can effectively manage your leads in 3sigma CRM, streamline your sales process, and enhance your overall productivity.
Feel free to adjust any sections or let me know if you need further changes!
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