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Let “Potential Customer” Cash in
Potential Customer Conversion
Turn initial lead information into specific sales opportunities that drive the sales process.
Capture Potential Customers
- Lead Capture: In the initial stage, information about potential customers may come from various channels, including marketing campaigns, website registrations, social media, etc. CRM system can help to collect and manage the information of these potential customers.
- Lead Qualification Verification: Prior to conversion, the sales team typically verifies the eligibility of a prospect to ensure that they meet the company's target customer criteria.
Better Allocation of Sales Resources
- Assign to Sales Team: Once the lead qualification is verified, assign these leads to a specific sales representative or sales team.
- Follow-up and Interaction: Sales reps will follow up with potential customers to establish deeper connections and understand customer needs through phone calls, emails, meetings, etc.
Follow-up Sales Leads
- Lead Information Update: During the follow-up process, the sales representative may update the information of the lead, including needs, interests, budget, etc.
- Converting to Business Opportunities: When potential customers express purchase intentions or specific business opportunities, they are transformed into business opportunities records in the CRM system.
Drive the sales process
- Start of the Sales Process: Lead conversion means officially entering the sales process, which the sales team will advance in different stages until the deal is successful or unsuccessful.
- Report and Analysis: Use the report and analysis tools provided by the CRM system to evaluate the effect of potential customer conversion and understand the key indicators such as conversion rate and sales cycle.
