From an ad lead to a client in one day

A stream of ad requests mixes relevant and irrelevant leads, and managers spend time processing all of them alike.

Steps

1
A lead lands in a separate qualification pipeline with its source, channel and campaign filled in automatically from UTM tags.
2
The manager quickly judges lead quality on the urgency board: overdue, today, this week.
3
A quality lead converts into a deal, contact and company in one action; a weak lead is marked as processed without losing its history.
4
A CRM robot can create a task or notify the assignee by itself when the pipeline stage changes.

Result

Irrelevant requests do not load down managers, and quality leads reach a deal without re-entering data.

Өтінім қалдырыңыз: маман 15 минут ішінде хабарласып, CRM-ді бизнесіңізге баптауға көмектеседі.