The Ultimate Guide to Lead Management in Sales

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Guide

What is in this guide?

Lead Management is the process of acquiring and managing leads (potential customers) until the point where they make a purchase. This is a more involved process than standard advertising, and is most applicable to ecommerce stores that generate individual relationships with customers.

In this guide, we’ll learn about how any sales professional can nurture and manage his leads to turn them into prospective clients.

Things you’ll learn in this guide:

Basics of Lead Management

Basics of Lead Management

Managing and nurturing a lead is tough ask. No worries, we are here to help you convert all your leads into clients with ease.

Stages of Lead Management

Stages of Lead Management

Every lead goes through different stages before getting converted into a client. We take a look at these stages.

Signs whether you need a lead management system

Signs whether you need a lead management system

Lead Management is not at all easy. You need a system to ease your life. Here are few signs that showcase whether you need a lead management system.

Softwares to effectively manage a lead

Softwares to effectively manage a lead

From edge CRM to Salesforce to Hubspot, there are multiple CRMs available in market that will help you with your lead management process.

Lead Management is the process of acquiring and managing leads (potential customers) until the point where they make a purchase.
You can use Customer Relationship Management systems like edge CRM, Salesforce, Pipedrive, Insightly, and Hubspot for effective management of leads at your organization.
Lead management is in many cases a precursor to sales management, customer relationship management and customer experience management. This critical connectivity facilitates business profitability through the acquisition of new customers, selling to existing customers, and creating a market brand.
A successful and efficient lead management process includes the following five steps.

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Pankti Agarwal

Pankti Agarwal

Director, Laser Technologies

Sharing data between our teams has never been so easy and hassle-free. Our salespeople are happy with edge CRM’s interface.

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Enoch Daniel

Enoch Danial

Vice President, Svan Analytical

The best thing about edge CRM is they have a great support team to rely on. They have been available for us round the clock.

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Hariprasad Venugopal

Hariprasad Venugopal

Director, Moneyedge

Monitoring the performance of our sales team is now very straightforward. edge CRM has reduced the assessment time drastically.

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Ganpat Shinde

Ganpat Shinde

Managing Director, Smart-I Systems

edge CRM gives me visibility of the complete sales pipeline & business. It is helping me to manage my sales & service team effectively.

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Hariprasad Venugopal

Amit Singh

Director, Advent Biochem Pvt Ltd.

With edge CRM's quick assistance, our sales team is constantly alert and on its toes. Particularly, we love its simple interface.

Right Quote
Rajeev Mehendale

Rajeev Mehendale

Director, Goldstab Organics

edgeCRM helped Goldstab to collaborate between the team members to sell faster and better.

Left Quote
Pankti Agarwal

Pankti Agarwal

Director, Laser Technologies

Sharing data between our teams has never been so easy and hassle-free. Our salespeople are happy with edge CRM’s interface.

Right Quote
Enoch Daniel

Enoch Danial

Vice President, Svan Analytical

The best thing about edge CRM is they have a great support team to rely on. They have been available for us round the clock.

Left Quote
Hariprasad Venugopal

Hariprasad Venugopal

Director, Moneyedge

Monitoring the performance of our sales team is now very straightforward. edge CRM has reduced the assessment time drastically.

Right Quote
Ganpat Shinde

Ganpat Shinde

Managing Director, Smart-I Systems

edge CRM gives me visibility of the complete sales pipeline & business. It is helping me to manage my sales & service team effectively.

Left Quote
Hariprasad Venugopal

Amit Singh

Director, Advent Biochem Pvt Ltd.

With edge CRM's quick assistance, our sales team is constantly alert and on its toes. Particularly, we love its simple interface.

Right Quote
Rajeev Mehendale

Rajeev Mehendale

Director, Goldstab Organics

edgeCRM helped Goldstab to collaborate between the team members to sell faster and better.

Left Quote
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