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Showing posts from September, 2017

What is a CRM software - Part 3 - Lead Followup Workflow

Getting in Leads into the system is only half the story. Now, for the better half - following up with leads. The key to following up with Leads is to maximize conversion, as we know. It’s an ongoing challenge. Market situation may change. Competition landscape will undergo its own changes. So it’s not just enough to have a lead workflow, but it is crucial to measure its ongoing success rate as you keep using the workflow. Let’s talk about this in more detail. 
 Things to Remember Bucket-Based Followup So now we have categorized Leads into buckets, based on strategies we discussed in the previous post. It might be useful to come up with a different workflow for different buckets. Someone might have a 90% chance to convert to a customer, whereas someone else may have only a 20% chance. You may want to treat these leads differently when following them up, so that you allocate your salesperson to do more followups with those leads who have higher probability of conversion.  
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