Leads Management

Today’s Leads, Tomorrow’s Opportunities

Leads are the very foundation of sales and the most precious commodity a salesperson can have. Leads don’t come cheap, and for that reason we have made visual, intuitive leadLead Lead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity. management one of Pipeliner’s premier functions.

Entering the PipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process.

Leads can be entered into Pipeliner manually, imported through .CSV files, or automatically imported from web forms.

In Pipeliner CRM’s Pipeline View, leads have their own section, in which they can be readily seen, assigned and qualified. Leads can be taken by assigned reps, qualified and then moved along the pipeline (converted into opportunities), sent back to MarketingMarketing Marketing is the field, set of actions, or practice of making a product or service desirable to a target consumer segment, with the ultimate aim of effecting a purchase. or Sales Development Reps (SDRs) for further nurturing, or archived. Leads are easily dragged and dropped within Pipeliner CRM.

Once the lead becomes an opportunity, it is scored and ranked according to its chances of closing. The lead-become-opportunity will then show up in every Pipeliner reporting and opportunity tracking function. It will remain plainly visible to the rep until it is a won or lost deal.

Any lead or opportunity that is archived will keep all its relevant dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. intact. If at any time the lead or opportunity comes back to life, it can be reactivated with a single click.

Moving Through the Pipeline

No two companies are alike—and the sales pipelineSales Pipeline Sales Pipeline is a type of visualization showing the status of each sales prospect in the customer life cycle or sales process. (sales processSales Process Sales Process is a series of strategic steps or a set of activities aimed at driving sales growth through the alignment of personnel, market insight, methodologies, relevant business units, and technology.) for any company is unique to that company. The company will have worked out how a lead is qualified, and then how it becomes an opportunity and moves through the process until it is won.

We have made Pipeliner CRM extremely flexible so it can be tailored to a company’s exact processes. Sales stages can be easily customized, and then changed if needed.

When leads come into the pipeline and are qualified, they are then moved to the first sales stage. From that point forward, they follow the successful path of further qualification and sales activities that your company has laid out.

You can even make the various tasks and activities within lead and opportunity management required—that is, the lead or opportunity cannot be moved until certain steps are achieved.

Compact View

With this feature you can, at a glance, view the last time a prospect was touched, the sales opportunities that involve them, and activity from their running feed (latest internal messages, social CRM updates or emails)

List View

You can see your leads in a column/row format, customizable for your particular needs.