Tuesday, June 14, 2011
Friday, June 10, 2011
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A lead is a prospect or a potential opportunity. This could be someone you met at a trade show who expressed interest in learning more about your product, or it could be someone who registered on your web site to evaluate, or request a quote on a particular product, or alternatively someone who clicked on one of your marketing campaign. Irrespective of how a lead is sourced, NEHANET offers a comprehensive Lead Capture and Management module that helps you:
Capture Leads: A lead is a prospect or a potential opportunity that you enter in the CRM, import in from an Excel file, or enter in a via Lead form on your website. When you create a new lead in the application, the Account has to exist in the Accounts module or you can create Leads for a Place holder Account. When you are migrating old leads from a CSV file, you need to fill in the Lead CSV template, which is available under Leads tab.
Manage Leads: Once a lead is created, you can track and route leads to the right people ensuring Sales Managers get instant access to the latest leads so they are never dropped or lost.
Convert Leads: Once a lead is qualified, you can convert it into an Account and Contact. From the lead edit page, click on Convert. When you convert a lead, NEHANET creates a Account and Contact using the information from the lead.
Benefits of NEHANET Leads module include:
Branded online lead capture forms
Establish evaluation and assignment rules
Establish standard lead qualification procedures
[edit] Capabilities
Capture Leads: A lead is a prospect or a potential opportunity that you enter in the CRM, import in from an Excel file, or enter in a via Lead form on your website. When you create a new lead in the application, the Account has to exist in the Accounts module or you can create Leads for a Place holder Account. When you are migrating old leads from a CSV file, you need to fill in the Lead CSV template, which is available under Leads tab.
Manage Leads: Once a lead is created, you can track and route leads to the right people ensuring Sales Managers get instant access to the latest leads so they are never dropped or lost.
Convert Leads: Once a lead is qualified, you can convert it into an Account and Contact. From the lead edit page, click on Convert. When you convert a lead, NEHANET creates a Account and Contact using the information from the lead.
Benefits of NEHANET Leads module include:
Branded online lead capture forms
Establish evaluation and assignment rules
Establish standard lead qualification procedures
[edit] Capabilities
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