Lead management is a subset of CRM projects, focusing specifically on the process of identifying, qualifying, and nurturing potential customers. When integrated into CRM implementation, lead management becomes a seamless part of the broader strategy to manage and enhance relationships with customers throughout their lifecycle.
Suitable for Teams / Roles
- Sales Teams: A Lead to Cash template helps them manage customer interactions, follow-ups, and sales conversions effectively.
- Marketing Teams: Marketing experts would use the template to quantify how their lead generation efforts contribute to final sales and revenue.
- Customer Success Teams: This team uses the template to ensure that the customer's journey from prospect to paying client is smooth and well-documented.
- Finance Departments: They might track the actual revenue generated and how it syncs with sales forecasts.
Meegle Work Items
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- Client Pool: The database of historical clients and customers without ongoing follow-ups.
- Lead Management: Capturing, tracking, qualifying, and nurturing potential customers throughout their journey from initial interest to becoming paying customers.
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How do I start using this template?
- Client Profile
Create client profiles in the Client Pool.
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- Lead Management
Create a new lead ticket in Leads, and select the client in the Associate Client Pool field.
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Lead Qualification and Nurturing
Start the process in Meego standard lead management workflow.
The workflow will automatically display nodes that match the scenario based on the customer's different situations.
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- Manage the entire customer acquisition and sales lifecycle
- Record lead follow-up information
- Manage contract repository
- Process client's requirements
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- Full visibility
Know every detail of every customer on one page.
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