Zoho Lead Management

Do you want more sales?

If your sales team has been spending hours and hours manually working their way through spreadsheets, then a lead management system will benefit your organization more than you could ever imagine.

Nurture more leads through omnichannel communication

Don't just engage through email, make full use of Zoho CRM's omnichannel communication mediums to connect with your leads. Nurture leads through social media, telephone, live chat, and even in person. If webinars are your thing, you can integrate Zoho CRM with a host of popular online webinar hosting products and conduct lead nurturing webinars online and sync all your webinar related information to your CRM.

Enriched data with build-in AI

It's always important to maintain the right customer information, and Zoho CRM Plus can help. Zia checks pages from across the internet to get you additional information about your prospects or customers, like phone number, address, company size, and more. This data can help you close more deals and maintain lasting business relationships.

Everything your needto convert leads to deals

Your leads are almost never ready to buy immediately—it’s up to a sales rep to build a lead’s interest so that they can make a purchase. You have to stick with your lead at every stage of their journey and provide the right information to nurture them towards making an informed decision. Zoho CRM makes sure you stay up-to-date with every lead interaction and automates your sales process so you can build lasting relationships.

Distribute leads automatically

Pre-defined workflow rules let you assign leads to sales reps based on geography, product, or department. You can also use round-robin queues to route leads equally and optimize follow-ups. Ensure that you don't miss out on leads just because of improper customer engagement methods.

Better lead management through scoring rules

Dealing with a large number of leads every day makes it difficult to determine which ones to focus on. Scoring rules in Zoho CRM's lead management tool lets you prioritize your sales leads with positive and negative scoring to ensure faster conversions. Use sales lead management processes to set your leads individually or make a combination. If leads from a particular industry are where you want to direct your attention, or if trade shows are a promising avenue for your business, assign a higher score to those leads.

Why do you need lead scoring?

Your prospects are everywhere. They are on social media reviewing your product. They are navigating through your website, downloading your ebook, responding to your survey, replying to your email campaign, and downloading thought leadership ebooks from your website. Each and every touchpoint where a customer interacts with you has the potential to build a relationship.

But, when exactly do you pass leads to sales? Are they sales-ready yet? Engaging lead when they are not qualified not only results in decreased productivity for their sales teams, but also lower conversion rates, and eventually a decrease in your overall ROI. Lead scoring helps you rank your leads and determine which ones are most likely to close, and which ones aren't worth passing on.

Here's what analysts say about lead scoring

70%

Increase in conversion rate.

(Marketingsherpa)

17%

Increase in revenue per deal.

(Eloqua)

30%

Increase in deal close rates.

(Eloqua)

50%

More sales-ready leads.

(Forrester research)

Automate your activities around lead scores

Scores do not mean much if they do not enable your sales, marketing, and service teams to take meaningful actions. You can set up a wide range of automated actions like creating an activity, updating certain fields, or notifying the record owner that a lead has been qualified and needs to be pushed to the next stage of your business process.