Sales Automation streamlines and enhances the operations of your sales team. CRM helps your sales team manage Leads, Opportunities, Quotes, Invoices, and provides unified view of all data related to Contacts and Organizations. In addition, users can view monthly and quarterly sales pipeline and create custom reports by region, sales person, etc.
A lead is a prospect that might or might not be interested in your product/service. You may collect leads from your marketing events such as conference, advertisement, trade show etc. The goal of a salesperson is to convert a lead into a customer.
Once a Lead is qualified and determined to be a potential sale, the Lead is converted to a customer Organization, Contact and an Opportunity. When you convert a lead, CRM creates a new Organization, contact and, optionally, an Opportunity using the information from the lead. All e-mail communications, attachments, open and closed activities from the lead are attached to the Organization, contact and Opportunity.
All e-mail communications, attachments, open and closed activities from the lead are attached to the Organization, contact and Opportunity.