CommEngine
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  1. Feature Guideline

Lead management

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Last updated 4 years ago

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Lead management is one of the unique feature of CommEngine tool, businesses like SME, Brands, E-commerce, need a system that can track, store, and manage all the orders from the beginning of the process to the last mile.

browse commengine.xyz and login to the tool. after logging in the interface that will be shown like this

from the QMS (feeds & inbox) part agent can directly detect \process\manipulate lead and maintain and nurture the leads seamlessly.

Lead management allows a business entity to a systematic process in which incoming leads are qualified, analyzed, and nurtured so that they can be converted into new business opportunities. In a typical sales process, leads from multiple channels enter your lead management system, and the sales-ready leads are converted into deals. so let's just dive in now from the beginning.

Online Lead detection from Qms:

Identify and Understand Your Leads directly from QMS. while QMS with CommEngine if agents find a lead then they can dump it directly to lead management system.

fill in the required field and it's done. now nurture your lead one to one and enhance the sales rate.

Offline lead creation collected from different channels :

lead can come from several different media like phone calls, reference, activation campaigns, and so on. To handle those leads under one platform CommEngine serve offline lead management. simply user can create lead one by one or also can import excel sheet containing leads info. to create a lead or to import excel sheet click on Lead management> View lead > create or import.

Nurtured Your Leads

With lead management user simply can reuse the user data again and again whenever needed that is previously saved in the system, as you know that CommEngine saves the phone number and email address of the customer automatically, and also other data can be saved in the system and while managing leads one user can simply use those data at once. You can simply Send SMS, Massage On Messenger & Email to your leads. The first step of lead generation is identifying your target audience. Pick Your Promotional Methods Wisely with SMS, Massage On Messenger. Create a Sales Funnel through SMS Marketing & call. Use an Email to Build Relationships. Leverage Social Media to Connect and Engage.

Tag creation for lead

To create a tag for leads go to lead management > LMS tag > and create || or edit || or delete Tags .

Filter with Different Items

With Lead Filter option any lead items are traceable; now let’s see how lead management system can answer mostly asked question

1. Total weekly/monthly/quarterly leads in total number -Use specific date/week/custom range filter

2. From with channel, the leads come from & who handled that customer you can find it with filler options

3. Use Tag for segmenting your leads in a proper way

Commengine homepage
Commengine homepage
create lead from a ticket
lead info
offline lead creation
lead nurturing
Tag creation
lead-filterring