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 CRM 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.