Streamline lead conversion with automated follow-ups, priority listing alerts, and customizable communication. Assign leads to agents, track progress, and measure success in a centralized platform. Simplify the buying and selling process for your clients while maximizing agent productivity.
Type: Fill Checklist
Business Workflow Step: Leads Received This critical phase of the sales process commences once leads are generated through various marketing channels. The objective here is to effectively handle the inflow of new potential customers, providing them with a seamless and engaging experience. 1. Lead Acquisition: Prospecting activities such as advertising, social media promotion, referrals, or online campaigns attract leads. 2. Qualification Process: Each incoming lead undergoes an evaluation process to assess its viability based on factors like demographics, interests, and purchase history. 3. Data Collection and Update: Relevant customer information is compiled into the sales database for future reference. 4. Prioritization: Leads are categorized according to their potential value or time-sensitive nature to streamline follow-up actions. 5. Distribution of Leads: Qualified leads are then assigned to respective sales teams for further processing, ensuring timely responses and maximum conversion rates.
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