Mouna Challa, Digital Marketing Manager, Masters, Bengaluru
Answered Oct 10, 2019
Simply having lead management system software is not enough. It must be utilized effectively to maximize its effectiveness and reach within the organization. This is why any organization must first determine how the lead management software will be used. Here are a few things to consider.
Is the system web-based or runs offline? Can the system be accessed with a mobile phone?
Will only one person be responsible for its upkeep, or will many users be able to access it at once?
How flexible is the lead management software? Is it versatile enough to allow changes and upgrades as your business needs?
Is the system user-friendly or requires dedicated training? It is advisable to train the users that they can keep careful tabs on the details that make the lead management software work. After all, you can make or break a sale by remembering to enter the smallest personal details into the database.
Finally, make sure your company has a plan in place to generate leads - be it a trade show presence, a magazine ad, or a request page on your website. With the proper use of lead management software and other marketing measures like and SMS marketing, IVR services , the overwhelming sales tasks can be prioritized and be easily accessible. This makes follow up a true pleasure instead of a burden.