Wednesday, December 28, 2016

I Finally Tried Manage Sales Leads For Months And This Is What Happened?

If we realize about leads source management, it’s not easy process. Because one organization approach more or less likable by another company. So generating new leads for future business growth is essential. Now I would like to share about experimental result of manage sales leads.
I don’t like to waste my time on concentrating manual process. It takes time and more complicated, so choose the Apptivo CRM. Through this management tool, I can generate and manage sales leads. 


Information about Leads

Only collecting leads is not matter, gather useful information about lead source. Once leads collected now directly maintain in a right place and also that should be more helpful. 

This software provides separate portal, it can assists to store all information without any trouble. For instance: 
leads-information


Filtering the Leads

Easily categories leads, it has features like by status, by territory, by source, by rank, by tags. For your convenience, if you want to know leads by any states click on by territory. This action display results that leads filled with the clicked states. 
categories-all-leads


Customization 

By easy drag and drop action makes own environment, single click on any attributes it takes to properties option. Through this rename attributes name and whatever want do it.
customization


Bulk Record

Create manual process for bulk of leads takes a little bit of time. So this process minimized by using the import option. This can upload a bulk of lead information  without any difficulty.
import-bulk-of-leads


Above features are enough for my necessity, apart from plenty of features are available in this software. If you want to know about this software. Check this out.

Conclusion

This lead management system helps to maintain properly all leads. Those leads can change to customers in future days.



No comments:

Post a Comment