Lead Management With Microsoft CRM!
Computers and Hardware February 21st, 2008Lead management is one of the most important concepts in customer relationship management. To understand lead management first we need to know about some technical terms. The first is suspect; suspect is defined as a future client of yours that do not have any information about you. A prospect is defined as your future client who has knowledge about your company. The difference between suspect and prospect is that a suspect is totally unaware about your company and prospect is aware about you. And in Microsoft CRM we club both, suspect and prospect, under single term called lead. So from this discussion we can conclude that a lead is a person or a company with whom you may do business in future.
Once a lead gets mature we convert it into an opportunity. And we store the information of opportunities in CRM. And then we create a deal from the opportunity from the opportunity. So it is very vital to manage the leads for the future business. Microsoft CRM Marketing provides you with varied tools to manage the leads. But for this you need to first know about the sources from where the lead comes to you. Some common sources from where lead diverts to you are referrals, mailing list and marketing campaigns. Microsoft CRM Sales tool then keeps a record of all these leads for the reference of future deals. And by the help of Microsoft CRM Integration property you can get the details of the leads gained from a particular campaign or source in various formats and even mail the details if you have enabled referral system.
