Leads and deals
4 articles
- Adding, Working, and Converting Leads in "Edara CRM"A sales team gets many names every day: a visitor who filled in the website form, a number from a trade show, someone a current customer recommended. Some will become deals and some will never answer, and when they are mixed in with real customers it is hard to tell who deserves your time now, and two people on the team may call the same person.
- Creating Lead Forms and Adding Them to Your Website in "Edara CRM"Your company puts a page on its website or an ad on social media, and interested people leave their names and numbers. If that data arrives in an email or a sheet, someone on the team has to copy it by hand, a customer ready to buy may wait too long for an answer, or a name gets lost on the way.
- Tracking Deals and Moving Them Through Pipeline Stages in "Edara CRM"Every quote you sent and every customer who promised to get back to you next week is a sales opportunity that needs someone to follow it until it closes. As the opportunities grow, it gets hard to remember where each one stands, which is about to close, and which everyone forgot weeks ago until the customer went cold.
- Managing Deal Details, People, and Products in "Edara CRM"A deal starts with a rough figure and the name of one person you talk to. Then the picture fills in: the finance manager joins the talks, the customer asks for a set number of devices at a certain discount, and the whole file may pass to a teammate who finishes the negotiation.