Managing Leads With CRM

Every sales lead has the potential to become a sale if monitored and nurtured. Your company needs to have the appropriate procedures and equipment in place in order to make this a reality. The Bloomtools Lead Management tool is utilized in this situation.

Maintain all the information relating to a lead in the one spot where everyone has access to view information about it such as the stage it is up to, the notes and tasks being performed for the lead or even just the lead's contact details.

• Lead Allocation - Allocate leads to team members automatically or manually
• Tasks - Create tasks against each lead and assign to members of your team
• Notes - Store notes against leads
• Calendar - Create appointments that are stored with the lead and synced with your Google Apps Account
• Lead Stages - Customise the lead process to work for your business
• Call Cycle - put clients on regular call cycles

With Bloomtools York, there is one contact for everything. This means that, when a website visitor fills in a form in on your website, the person's details are automatically added to your contact database and a lead is created. This works without any technical knowhow and without any additional costs.

Understanding where you can improve your sales process is the cornerstone to growing your business and the reporting makes this easy. It allows you to view information like:

• Why you won or lost a sale
• How your current sales pipeline looks
• Which marketing is driving the most value for your spend