Work with Sales Leads - CRM for Sales Solution

Leads can be generated automatically by using CentriQS API. For example, if you have a website with a form submitted by visitors who subscribe to your newsletter, the data from this from can be used for automatic creation of a new lead in CentriQS. For that purpose you need to hire a developer that will create an application for integrating your website with CentriQS.

In order to distribute the new leads, you need to assign them to your sales team members. If the leads are too many, you can select the required number of leads and assign them to a team member, and then continue this way until all the new leads are distributed. Once the lead gets assigned, it becomes visible for assigned employee and available for updating.

Sales team can use contact information stored in lead profile as reference or contact leads in one click on email, website or phone field. These fields support hyperlink data type, so when you click the corresponding field, a new message will be created, web page will open (ex.: leads personal page in one of social networks) or phone number will be dialed (ex.: in Skype).

Contacted leads can be ranked based on the results of the communication. By default there are 3 ranks: Cold, Warm, and Hot. If you use more ranks or different names, you can add new or modify existing ranks according to your needs.

Sales team works with leads throughout their life-cycle until each lead gets into ‘closed’ state. Leads can be closed with ‘qualified’ or ‘disqualified’ reason. Qualified leads can be used for creating new Opportunities, Accounts and Contacts depending on your sales process.

Disqualified leads can be either deleted or moved to archive. We recommend you to move disqualified leads to archive, because you can search leads in Archive Mode to avoid lead duplication. Also even disqualified leads after a while can become interested in your products again so it’s better to restore an archived lead, than add the same lead twice.

Leads Analytics view represents a Pivot table which is set with help of Layout Settings panel. You can create detailed reports that show how many leads are added this day, week, or month, how many leads each sales team member works with, how many leads are qualified and disqualified, etc.

Leads Analytics Chart view helps users build diagrams of various types to visualize leads analytic data. You can create and save as presets the most popular graph reports that display how many leads are cold, warm and hot, how many leads were generated from what source, etc.