Lead Management: nurturing
FIVE CRM is lead management software, and nurturing prospects is the very essence of lead management. Very often converting prospects to customers cannot be done in one hit, it takes time and patience. The tools in FIVE enable you to keep in contact with the prospects, either by drip email campaigns, or by planned calls, or even by direct tweets. Collect complete activity logs and history to ensure nothing is lost.
Use a range of interactive and batch tools to monitor leads and ensure nothing is left. This includes virtually unlimited data filtering where you may be looking for records with certain criteria, or indeed those that do not match certain criteria. Likewise with the reporting, so you could setup exception reports to be emailed if they find something not right.
Configure your own sales cycle to match your own way of working. Setup workflows to ensure that data moves through your predefined processes as planned. With the end goal being to get prospects over the line, each step can be monitored and measured.
Setup email campaigns that do a dynamic selection on the database, for example, it may select all prospects that have got to a certain stage and nothing has happened for 3 weeks. The system would automatically email those prospects to give them a nudge and keep them on track; at the same time automatic reports could be emailing relevant staff to notify that certain accounts are getting behind and need intervention.
The FIVE software system was designed to manage leads and prospects from end to end. Where “lead generation” is about creating new leads, “lead management” is about making the most of the leads you’ve already got. This means storing as much information as you can gather, as well as managing the call-backs and outbound emails to drive those leads forward.
For sales led companies, generating leads is the most important thing to make sure the pipeline is continually filled. One common way of working is to send email campaigns, track the opens and clicks, and followup those leads with phone calls. Having converted records from suspects to prospects it’s then a case of managing those leads, again, perfect scenario for FIVE.
High volume calling cannot be done with traditional CRM’s, for those scenarios where a high number of calls is needed for a given level of results, FIVE is a system that comes into its own. Everything from managing call-backs to call guides and call scripts is catered from within FIVE to ensure agents have the best chance of success.
Useful blog articles on Lead Management Software