How to manage sales leads.

Learn the meaning of the term CRM and what it stands for in the context of customer relationship management software.

Generating qualified leads and converting them into paying customers is the main goal of any and every business. At the end of the day, revenue is what keeps a company afloat!

But before you convert them into customers, you need to know how to manage them as sales leads. The best way to manage sales leads is through a CRM. With a CRM, you can easily manage your relationship with customers as well as leads without the need for dozens of spreadsheets. In a CRM you assign account managers to individual leads and send automated follow-up emails plus SMS to these leads to keep them warm.

You can even segment these leads to filter them based on industry or any other category. A good CRM lets you customise according to your needs. If you want a flexible and fully customisable CRM to help you manage sales leads, try Serviceform's Flex xRM!

Flex

Serviceform's Flex xRM is a fully flexible, all-in-one management tool that helps you manage leads, sales, tasks, and even billing. It's a unique combination of spaces, filters, and fully customisable fields that gives you an unparalleled playground to manage any and all projects.

Sign up for a free Serviceform account to try Flex xRM for free!

Find other answers from our knowledgebase

Testa verktygen vi har skapat för din hemsida.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
"Inom sex månader kunde vi öka vår leadgenerering med 100+ leads varje månad. Det är väldigt enkelt och bekvämt, personerna är trevliga och du får svar snabbt när du behöver hjälp. Resultaten är bra, så prova dem.”
Olli Pohjonen
Huoneistokeskus