Lead Management in CRM

Lead management is an important activity and often differentiates an ordinary CRM application from an excellent CRM application.
Lead Management helps businesses to find customers and continue making money. It is an essential part of sales and marketing success. When leads are not well managed, efficiency of sales decreases and the cost of marketing shoots up, resulting in loss of productivity and inability to achieve critical objectives. Consequently, if lead management is not addressed appropriately by any CRM, then it could nullify the whole purpose of deploying the CRM in the first place.
The Lead Management module in Deskera allows the CRM to make leads simple to qualify, distribute, and follow-up on. Using Lead Management in Deskera CRM, you can:

  • Efficiently record and track lead details like status, source and rating;
  • Leverage powerful tools to convert and search existing leads
  • Define lead activities – Tasks, Events and more – for accurately carrying out sales process
  • Convert leads to accounts and define opportunities
  • Maintain comprehensive reporting

Here is a short video on how to manage leads using Lead Management in CRM:

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Deskera is the leading cloud software provider across Asia. Founded in 2008, Deskera today has more than 80,000 users worldwide. Deskera Cloud apps help you achieve an end-to-end view across your business, manage and optimise your business operations and resources, improve operational efficiency and more. And all this comes in a easy to use, and quick to learn interface that can be accessed from anywhere. The key Deskera Cloud apps are Deskera Financial Management, Deskera CRM, Deskera Projects, Deskera HRMS and Deskera LMS. We are delivering the most relevant and effective solutions to meet the industry specific challenges you face in your business every day.