Lead generation

Bpm’online sales has all the right tools for capturing and tracking leads through a broad range of sources. Add leads from different sources into the single database in just a few clicks. Let bpm’online sales automatically verify the data, create a new contact and guide you through the process of lead management.
Lead generation

Lead qualification

Thoroughly qualify each lead to save time by working only with sales-ready leads. Use bpm’online sales for merging lead duplicates, link a lead to the relevant account, enrich lead data with insightful intelligence to get it fully prepared for a sales follow up.
Lead qualification

Lead distribution

Once qualification process is finished, it is important to assign leads to the right people and teams. Bpm’online sales can help distribute the leads based on the prospect’s needs, profile (geography, industry, budget) as well as the current workload of telemarketing and inside sales teams. If the lead was not qualified for sales, it can be assigned to lead nurturing campaigns.

Hand-off to sales

Make sure you know all the detail before transferring the lead into an opportunity or an order. Record the history of communications in accordance with the sales process. If the customer is ready to make an order, initiate the appropriate business process in one click. Use the action dashboard to focus only on key lead indicators.

Analytics on leads

Approach prospects in a smart way with bpm’online analytics tools for lead management. Use the dashboards to analyze statistics on leads, such as number and quality of the new leads, conversion rate, etc. All this will help to increase the conversion of prospects into the sales ready opportunities.
Analytics on leads