Sales force lead crm

+91 84600 66686 Info@softqubes.com www.softqubes.com
Sales
ForceLead
CRM
OBJECTIVE
A CRM Software system makes online marketing easy. The system records leads and sales
procedures. CRM is supreme in digital business because it controls several marketing actions,
clients, and outputs. The CRM helps to develop new business plans, handle customers, and
expand the business market. Automation helps the software in many ways. Business standards
increase with such a smart system.

What was the Problem?
 The internal team uses many platforms to store data. The data includes project and
customer information. The group usually communicates mainly through email. Their
duties include updating sales calls and coordinating surveys. They uploaded reports and
reviews of designs. The team spent plenty of time to track and coordinate the activities.
 Sales cycles take a long time, and systematic management was difficult. Following up
was not adequate, and closing deals became a problem.
 Deals go through several stages like reports, surveys, and designs. Clients did not
understand which agreement had reached what stage. The result was the inability to
forecast sales or understand the cash flows.
What we did?
Softqube planned an answer to the problem. The leads and contacts could be merged into a
single, united view. A dashboard would show the details of the business. The team now worked
positively, coordinating well, and handling many duties well.
Based on leads and opportunities, the team organized tasks and events. The automation provided
some solutions like forecasting the expected revenues and managing the related documents.
Analytics could measure business gains. Available data helped reach wise business decisions like
investments in new resources.
Processing improved in the new system, and customer engagement got better.The dashboard
improved the focus on leads and deal closing. Clear vision and specific goals help build an
excellent sales dashboard. Think carefully about what goes into the panel like its purpose.
Further, who checks the reports and how often?

Hosting Architecture
What is lead management?
Leads need to be followed up toward a purchase. Lead management goes through the process of
educating and guiding the points towards the purchase.

Lead capturing
Automated lead capturing may come from several sources like email and web forms, live chats
too. The team can quickly follow up with suitable actions and lose no chances. Automated
feeding of leads into the system provides accessible opportunities.
Lead enrichment and tracking
Customized sales programs need to research and track leading behavior. Understanding leads
comes by studying their browsing habits and the links they click. What resources are they
downloading and emails responded to? Appreciation of points and their interests will help attract
them better with personalized sales plans.
Lead qualification
Knowing the characteristics of leads is essential. Lead profile information and levels of
engagement help to rank lead in terms of scoring or qualification. Sales and marketing teams can
develop suitable sales tactics based on such data.
Lead distribution
Automation helps with lead management software that delegates work well. Leading delivery
gives the task of managing leads to the most suitable person or department.
Lead nurturing
The leads need guidance until they are prepared for sales. Lead nurturing provides such help.
Points need to have trust and understanding before they can make decisions. Educational
materials, along with promotional offers and product demos, would convince them. Lead
management software plays a vital role in organizing and automating such functions.

SALES FORCE LEAD FEATURES
Automation
A well-organized digital platform shows the sales activities at a glance. Many details may be
included in the software. The administration can understand all the happenings in the business
market from this system.
Benefit: This software system easily understands sales information

Dashboard
Online financial situations are continually changing each minute. The company has to follow all
the changes and take action. CRM dashboard shows all the changes in the rates that are updated
continuously graphically.
Benefit: CRM Dashboard shows the moment to moment changes in the company’s financial
position.
Contact management
CRM helps to link the company and social connections. The internet contains a great variety of
organizations and businesses like websites. Civil society is also present along with with virtual
accounts and software devices. The contact management feature helps to connect many different
organizations in one platform.
Benefit: Contact management helps many people to know about the brand.
Lead management

With the help of Lead management, it will be possible to contact civil societies in many different
places. The company account will receive many kinds of businesses from numerous locations
across the world.
Benefit: The Company and the user will continuously increase the list of categories.
Sales Pipeline
Company sales depend upon many factors. Some of them are the customers and the company
dealings with them. The status of the leads is another. Sales Pipeline prepares a visual report that
contains every detail connected with the sales.
Benefit: The company account gets all the information regarding the sales process.
Reports and Analytics
The last chapter in the Sales Force Lead prepares a complete description. Information is
gathered from leads and deals, customers, and sales to make the final report.
Benefit: With the complete report, the company gains an understanding of the present market
situation and what action to take in the future.

1. CRM dashboard
A CRM dashboard that says so much!
Everything about the company, like customers and sales, is shown in the CRM dashboard. Study
of the data would reveal the truth of the company standard. Observe the previous data to
understand the present market status.

2. Lead management
This feature informs of the company leads continuously. Find here the details of customers and
growth figures. Gains or losses of clients are reflected here. Sales pipeline contains all the market
reports and features of new leads.

3. Accounts management
Compact information about the company is found in this feature. Details of contacts like phone
numbers and email IDs are securely recorded. Details of sales are also get registered under
account management.

4. Contact management
Plenty of data connected with clients is recorded in this secure place. The contact information
like phone numbers and email IDs, accounts, and other information are stored here.

5. Deals management
Many questions arise with regard to new customers and lead. Has a new deal affected the
market? Has an old client been lost? Answers to such questions help to understand the financial
condition of the company after the deal. This feature finds precise answers and updates the
information.

6. Tasks management
Duties are recorded here, and users can find live information. The name and type of work, time is
given and duration, and who is in charge of the work. Updated data show work status and dates.
Users can make changes like adding, updating, and deleting the tasks. Downloading of the task
lists would be possible here.

7. Territory management
Online platforms have no geographical boundaries. Products and services may be launched
worldwide by companies. Such a feature is handy, and sales figures are calculated precisely.

8. Sales management
Well-organized sales reports help the managers understand company performance at a glance.
Salesforce automation service gathers data about the employee activities also.

9. Reports and analytics
The last step is the Report and analysis feature. Sales figures are shown accurately, and progress
and present status reflected. Sales results would be available on a daily/weekly/monthly basis.
The program also provides analytics tips that help plan further marketing steps.

10. Product management
When the company launches a product, all the data is collected here concerning customer
acceptance and sales figures. CRM software’s product management feature contains all the
detailed information.

11. Invoice management
Invoice refers to prices and payments. The document shows details like MRP and the discounts
offered. Additional charges and total costs for a product or service are shown here. This CRM
software feature makes it easy for profit scaling.

12. User management
Information about the users is found here like the new users of the software. How the sales staff
are performing is also shown here. Find here an updated graph of the market. Management of
users would be comfortable with this feature. Using these user status reports, the company
develops new policies for better performance.

13. Admin Control Panel
A person who can manage the online system settings could become an Admin, according to this
feature. An Admin has certain powers like changing the API settings. Admin can also edit, add,
and delete the digital activities that concern the administration. The company can show
creativity.
Softqube Technologies Pvt. Ltd.
Call on +91 84600 66686
Email : Info@softqubes.com
Address: B-401, Shantiniketan Business Centre Near
Gangotri Banglows, Nikol, Ahmedabad, Gujarat 382350

Sales force lead crm

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