Thursday, January 26, 2017

Leads generation and leads management

Leads generation and leads management
We have been tinkering with the CRM Leads manageent for months.
This is what we have in leads management:
1. Leads is the start of the Sales funnel

2. Management must set and monitor the following KPI or target:
a. How many leads are generated ( day/month)
b. How many leads are action taken
c. Have dashboard on how many leads not taken action after 1,2,3,4,5 days
d. How many turn to sales meeting
e. How many turn to quotation
f. How many turn to order/invoice

3. Use UBER style to create competition within the sales team.
a. If you are fast, you get more leads, more success.
b. if you are slow, management will see, less action, less meeting, less success.
3. Only yourself to blame if you are slow.

Look at this new feature in OfficeCentral.

No comments: