Boost your sales efficiency today with a centralized portal that captures, nurtures, and monitors every lead interaction, ensuring timely handover to the right team member for required action. Shorten your sales journey and see the difference with Wortal CRM.

  1. Multiple platform integration
  2. Identify lead source
  3. Simply assign leads 
  4. Define lead status

Leads can be individuals or businesses that have shown interest in your products or services, typically by engaging with your brand through various channels.

In simple words, lead management is the systematic process of identifying, tracking, nurturing, and converting potential customers, referred to as leads, into paying clients.

The importance of lead management 

Understanding the significance of lead management is essential for any business:

Enhanced Efficiency: Streamlining the sales process with Wortal CRM by focusing more on converted leads, which saves time and resources.

Improved Customer Engagement: Establish better relationships with leads through personalized interactions, based on customer history available in CRM to build trust and loyalty.

Data-Driven Decisions: Wortal CRM allows valuable insights into customer behaviour and preferences, which in turn helps in framing and analysing marketing strategies.

Cost Reduction: By targeting the right audience and optimizing strategies, lead management helps cut unnecessary costs, maximizing ROI.

Multi-platform Lead Management

In today’s digital landscape, customers interact with brands across various platforms, including B2B Portals, websites, social media, email, and more. Multi-platform lead management involves capturing leads across above channels.

Wortal CRM fetches leads from all above platforms and align it to a single platform for proper distribution and timely follow up.   

Multi User Lead Management

Collaboration is the key to effective lead management. With Wortal CRM start implementing multi-user lead management and let your teams work together, ensuring no lead falls through the cracks:

Roles and Permissions: Assign roles and permissions to team members based on their responsibilities, from lead capture to conversion.

Real-time Collaboration: Enable real-time communication and updates among team members to keep everyone on the same page.

Lead Management Process

A well-structured lead management process can make all the difference. Here’s a step-by-step breakdown of lead management process in Wortal CRM:

Lead capturing: Lead capturing is like having a digital net to catch information about people who are interested in your business. It’s a way to collect details like names and email addresses from people who visit your website or who shows interest in your content.

Lead tracking: As you get a lead, second step is to track that lead by understanding from where it comes, what is their requirement, what they have searched and decide appropriate way to communicate on the basis of information available.

Lead Distribution: After lead capturing and tracking, these leads are then distributed among employees who work on leads. This distribution can be based on various classifications, like: based on location, product, segment or work load.

Lead Qualification: Once leads are distributed to employees, from here they get to know customer, his requirements, his interest and gets into conversation with them. Here they decide whether he is interested in your product or not.

Lead Conversion: Qualified leads can be at various stages from prospecting customer to proposal to negotiation and then closing the deal. This is most important step of lead management to properly work on converted leads, as they are high potential leads.

Lead Nurturing: This is not universal that all qualified leads will turn into sales on that point of time only. Some may be willing to buy in future or some may be in comparison state with other products. But it is essential to nurture those lead as they can be future sales.

Benefits of Lead Management Software

Optimize technology through Wortal CRM software can amplify your efforts:

Efficiency: Automate repetitive tasks, allowing your team to focus on nurturing and closing leads.

Tracking and Reporting: Gain valuable insights into lead behaviour, helping you refine your strategies.

Scalability: Easily handle a growing number of leads without sacrificing quality.

How to Manage Sales Leads

Managing sales leads effectively requires dedication and a strategic approach:

Define Your Potential Leads:

Identify your target audience and the characteristics that make an ideal lead.

Determine Your Lead Generation Sources:

Know where your leads are coming from—website forms, social media, email campaigns, etc.

Install (Integration) with Wortal CRM:

Implement a CRM system to centralize lead data and streamline management.

Track the Source of Incoming Leads:

Determine which sources are most effective in generating quality leads.

Obtain Necessary Information Through Questions:

Ask relevant questions to gather essential lead information.

Segment Your Leads:

Categorize leads based on characteristics, interests, and readiness to buy.

Create Urgency in Your Sales Cycle:

Encourage timely decision-making and action from leads.

Nurture Your Leads:

Provide value through educational content and personalized interactions to build trust.

Improve Your Sales Lead Management Through Analytics:

Continuously analyze and refine your lead management strategies based on data insights.

Lead Conversion and Loss

Not all leads end up as customers. Understanding the outcomes is crucial:

Lead Converted: Celebrate successful conversions and ensure a smooth transition to the customer relationship phase.

Lead Lost: Learn from lost leads by identifying pain points and areas for improvement in your process.

Consistency: Maintain consistent communication and follow-up to stay top-of-mind with leads.

Adaptability: Be ready to adjust your approach based on lead feedback and changing market conditions.

By mastering lead management with Wortal CRM, you can pave the way for sustainable business growth and long-term success.

How Wortal Crm Can Help Your Business:

  1. Lead Distribution: 

Capture leads from various platforms or manually create leads and distribute among employees whether manually or automatically by setting specific rules of distribution.

  1. Lead Tracking:

Track lead history from date and time of capturing to calls/SMS/emails to reminders to follow ups, maintains documents relating to lead as attachment of lead itself.

  1. Set Reminders

Closing a deal needs multiple follow up calls. Never miss any follow up by setting reminders for all your follow up calls or tasks and get notified on due dates and a quick view on the dashboard. 

  1. Drag and drop lead

Our Lead management software comes with two views of leads presentation. One is the list view and the other one is the card view. Simply drag a card move to the desired status to update the status of the leads. 

  1. Lead analytics

Getting leads is not enough, getting quality leads matters. Now, analyze the quantity and quality of the leads and take appropriate actions to improve the quality of leads based on available reports.

  1. Lead Conversion:

Differentiate prospective buyer’s quality leads by assigning available status and convert them into opportunities to focus more on it and close those leads to sales.