Lead Management lifecycle
Overview
Lead management is one of the unique features of the CommEngine tool. Businesses like SME, Brands, E-commerce, need a system that can track, store, and manage all the leads from the beginning of the process to the last mile.
Lead management allows a systematic process to ensure 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.
At the same time giving the full privilege to upload offline the datasheet in excel format when needed.
Why you need Lead management system:
Nowadays the most common use of Social media is to respond only but have you ever wondered what about the social lead ? Let's see some of the missing point that you can grab with LMS
You can capture track and manage all the leads systematically
Manage leads following your organization's needs
With clear visibility LMS gives you the 100% assurance, that you can refine all your leads
Business story
Definition Lead management users simply can reuse the user data again and again whenever needed that is previously saved in the system, 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. Flow
Push/Create lead (from inbox/ comment / external ).
Edit and nurture lead according to the business strategy
Filter and refine with in built filtering method
Close or cancel the task with proper notes
User Digital media management team will complete the initial phase of ( creating , and pushing leads to lead management system )
And nurturing the lead step by step will be performed the lead management te here any team can define their lead nurturing life cycle and follow consequently
Lifecycle
Lead storage limit is now lifetime , so you store and nurture the lead for aloof you eternity . Follow Step 1: Identify and Understand Your Leads from different Channel & store it in one place Step 2: Generate & Collect Phone no & Emails. Step 3: Tag/labelled Your Leads. Step 4: Nurture Your Leads through call, SMS, massage & mail. Step 5: Pass Off Your Leads to Sales. Step 6: Track and Measure Your Leads.
Technical specification
Lead push
After considering any potential consumer that can be a lead user can push that consumer to the lead management system in different measures.
Inbox
To push lead from inbox first of all the particular client has to be assigned and only tne the “lead button will appear. After clicking on lead “Lead creation window will appear. There a user has to fill up the field (Phone no, email, tag ….)
Use case : To push a lead into LMS there can be two cases: an already existing lead and another new lead.
New: New lead refers to someone who has never been enlisted to lms. For the new users there will be no text or toaster against lead pushing.
Existing: For the existing leads the scenario will be as a user pushes any lead to lms it shows a toaster about the existing one and will create another row as there may be a same person making a query about a different product.
Comment To push lead from inbox first of all the particular client has to be assigned and only then the “lead button will appear. After clicking on lead “Lead creation window will appear. There a user has to fill up the field (Phone no, email, tag ….)
Use case: To push a lead into LMS there can two case already existing lead and another new lead
New: New lead refers to someone who has never been enlisted to lms. For the new users there will be no text or toaster against lead pushing.
Existing: For the existing leads the scenario will be as a user pushes any lead to lms it shows a toaster about the existing one and will create another row as there may be a same person making a query about a different product.
Create lead
External leads can be coming from anywhere except Facebook i:e : ( phone calls , word of mouth , retail activation/ campaign and so on.) To nurture and handle those leads, CommEngine allows us to create leads ! After clicking on “CREATE LEAD” the rest process is similar to the comment and inbox portion.
Use case: To create a lead into LMS there can two case already existing lead and another new lead
New: New lead refers to someone who has never been enlisted to lms. For the new users there will be no text or toaster against lead pushing.
Existing : For the existing leads the scenario will be as a user pushes any lead to lms it shows a toaster about the existing one and will create another row as there may be a same person making a query about a different product.
Edit lead
Created leads can be edited anytime accordingly. Right below here the listed specification is proved.
Phone number : can remove the entire field , can add other numbers with the existing one , can change / modify the existing number .
Email : can remove the entire field , can add other numbers with the existing one , can change / modify the existing number .
Status: status can be changed to (( New , Started, Completed , Follow-up , In progress))
Agent : Agent also can be change according to the user list
Note : Notes can be changed anytime, while keeping the previous lead history and there is no limit of creating lead
Lead Filtering:
To filter and find out any specific lead filter option is available , user can filter the lead section according to.
With particular time frame
With name
with phone number
with email address
with tag
with agent
with channel
Which status
which profession
With Address
with company
with district
with division
Lead Import/ Exporting
Sample sheet for Lead uploading: To upload lead to CommEngine tool it is preferable to use the sample sheet that is provided with the CE tool, to download that sample sheet first of all go to the 3 dot menu placed on the upper right corner and just click on download sample the sample The Ready sample will be downloaded for you and you can edit the sample sheet to import lead.
Lead importing Once the Excel sheet that is to be uploaded is prepared or the sample sheet is edited user can import the sheet to CE tool, for that user have to click on the 3 dot menu placed on upper right corner and select import .After clicking on that, tool will guide you to select the file and we match the field according to the tool field. Once you are done with field matching just click on upload and the file will take a little bit time to upload and your data will be uploaded. Meanwhile you can do the rest of your task that will not hamper the process of uploading.
Lead exporting If a user want to export the lead sheet into Excel form then it is possible to download the sheet for this downloading user have to click on the 3 dot menu placed on the right upper Corner from there user have to choose export to excel after sometime the there will be a notification link provided and you have to click on that link to download that Excel sheet.
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