Customer Relationship Management.
Someone who has might be interested in buying your products/services
Deal refers to business opportunity to sell your products or services to a person or an organization. It is different from leads in the sense that leads may be dormant which may be interested in buying from you at a later stage. Deals are usually qualified and active opportunities which are having immediate need to close.
Process of generating awareness about your products and services which may trigger an intent to purchase or know more about.
Process of generating leads via various Inbound and/or Outbound marketing process.
Process of evaluating the fitment of a lead to qualify them as a prospect worth trying to sell.
When the lead makes the purchase or signs the deal and becomes a customer.
Budget, Authority, Needs, and Timeline. This is a framework for Lead Qualification
Marketing Qualified Lead
Sales Qualified Lead
The company or the organization with which sales person is trying to close a deal
It is visual representation of your sales stages and all the sales opportunities present in each of the stages.
It is the visual representation of the journey your buyer takes before becoming your customer.
Process of automating various repeatable and time consuming sales processes
Process of automating various repeatable and time consuming marketing processes
Automation of a series of steps usually some set of tasks and activities, each occurring based on certain trigger events.
Web to lead forms are the Lead capture forms which can be embedded or integrated into a website or a blog. Example of this may include contact form or enquiry form. Whenever a visitor visits your website or blog. They can navigate to the contact form page and submit their information. With the help of Web to lead forms, the data will automatically get captured in your CRM.
A CRM is said to be having Email Integration if it allows you to integrate the CRM along with your Email service provider such as Gmail or Outlook. This enables you to send and receive emails sent to your leads and contacts directly from your CRM. This helps in better tracking since you can now quickly review and keep track of your interactions with the contact from the CRM
Product and Services catalog in CRM helps you list all of your products and service offerings in the CRM. This enables you to tag the deals with the products and services. In this way you can organize the requirement better and it helps you reduce any errors while your team create quotations or invoice at a later stage.