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Lead Management
Build a complete lead management process entirely within Salesforce. Begin by simply by installing RingLead’s industry leading applications to complement Salesforce auto-response, email templates, and workflow rules to automate your lead management process.
Lead Management is a term used in general business practice to describe methodologies, systems, and practices designed to generate new potential business clientele, generally operated through a variety of marketing techniques.
Consider the following lead management process:
- Business engages in a range of advertising media (Lead generation)
- Recipients of advertising respond (Lead creation)
- Respondent’s information is captured (Web form submission using RingLead Declone Web-to-Lead)
- Captured information is then filtered to determine validity (Inquiry filtering with Lead Scoring)
- The filtered leads are then graded and prioritized for potential (Lead grading with Lead Scoring)
- Leads are then distributed to marketing and/or sales personnel (Assignment rules)
- Leads are contacted for prospecting (Sales contact)
- Contacted and uncontacted leads are entered into personal and automated follow-up processes (Lead Nurturing)
- End result is a new business sale (Sales result)
