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Lead Management in Zoho CRM

06.09.21 09:26 AM Comment(s) By Admin BinaryClues

Today leads play a crucial role in the success of the business. But if you do not manage the leads, then you probably lose your future customers. This is why many businesses access the Zoho CRM lead management that helps capture the leads and nurture them timely for fruitful business outcomes. 

Here is what you need to know about the lead management in Zoho CRM and how it works. 

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What is Zoho CRM Lead Management? 

Lead management is collecting the quality leads and nurturing those leads into the potential customers. There are a lot of tricks and methods that help to manage the leads in a real way. The Zoho CRM lead management is the key feature of the Zoho CRM that allows tracking the leads, nurturing them, turning them into consumers, and generating revenues. 

The tool is widely acceptable by small, medium, and large businesses to cater to every lead and improve their business flow. Aside from this, the Zoho CRM provides the most powerful solution to all businesses and allows them to maintain error-free business processes. 

This may include tracking and acquiring the leads and nurturing them during the entire cycle of the sales or unless the leads close into the sales. 

Stages of the Zoho CRM Lead Management 

The lead management process includes different stages, which are as follows. 

Lead Generation 

Lead generation captures leads by understanding the consumer's interest in the services and their purchasing habits. The sales lead through Zoho CRM lead management can be captured through various sources such as promotions, sales, campaigns, exhibition, referral code, communication, and branding. 

Besides that, the Zoho CRM lead management provides you different ways to generate the leads through Quick Create, Form Filling, Web Forms, Importing, and Developer API. 

Lead Distribution and Allocation 

Assigning leads to the sales teams manually is a tedious task. But thanks to the Zoho CRM leads management that helps you to maintain the leads and assign the leads to the sales team effortlessly. Moreover, the platform helps create the workflow by assigning the sales based on specific criteria such as activity, geographic region, and other places. 

Lead Qualification 

To maintain the flow of leads, the lead qualification process is also essential to manage the leads. During this stage, the leads are separated according to different criteria, such as sales read leads entering into the Zoho CRM lead management. 

Lead Conversion 

For further negotiation, the leads are then transformed into account and business opportunities. During the lead management and conversion steps process, there is no reverting of the leads process, and every lead is closed into sales. 

What Are the Benefits of Managing the Leads Through Zoho CRM? 

  • You will have a 360-degree view of the sales and leads cycle. 

  • You will be able to capture the leads through Web-to-lead form and turn them into sales. 

  • You will be able to import the leads from any external resources 

  • Facilitate the distribution of the leads and manage the leads 

Bottom Line 

Better lead management can help to improve the flow of revenues and expand your business successfully. With Zoho CRM lead management, lead management can be simplified and it is effective in managing the leads for better results. 

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