Leads

Owned by Stephanie Pepper (e-manage|ONE)
Last updated: May 16, 2023 by Maresa Rojas
2 min read

Leads play a crucial role in tracking potential business opportunities before you have a concrete scope of work or when you want to involve other users in your company's processes. By creating lead records from contact records, you can effectively monitor your marketing efforts through Marketing Campaigns. In this guide, we will delve into the significance of leads, how they can aid in managing potential sales, and why analyzing lead conversion is beneficial for your company.

  • Creating Leads from Contact Records To initiate the process, you can create a lead record from an existing contact record. This allows you to establish a separate entity to track potential business opportunities. As long as you have access to the contact record, anyone within your organization can create a lead record.

  • Tracking Marketing Efforts Lead records serve as a valuable tool for monitoring and assessing your marketing campaigns. Even if you intend to start a project directly, it is advisable to create a lead if the customer or potential customer has been acquired through a marketing effort. This practice enables your managers to evaluate the effectiveness of marketing campaigns and determine whether they should be repeated in the future.

  • Staying on Top of Potential Sales Leads enable you to stay organized and on top of potential sales opportunities. By actively managing your leads, you can identify promising prospects and nurture relationships with them. Regularly reviewing and updating lead records allows you to prioritize leads, allocate resources efficiently, and increase the likelihood of converting leads into sales.

  • Analyzing Lead Conversion Analyzing why leads are not converting into sales can provide valuable insights for your company. By assessing the factors contributing to low conversion rates, you can identify areas for improvement. This analysis helps you refine your sales strategies, optimize marketing campaigns, and enhance customer engagement. Ultimately, understanding the reasons behind lead conversion challenges empowers your organization to make informed decisions and improve overall sales performance.