Lead Capture in Enterprise CRM, Lead Tracking Enterprise CRM, Lead Generation Campaign Development Austin - Clarity Ventures



lead capture in enterprise crm

One of the most important ways in which your Enterprise CRM system can help you is by driving your lead generation and sales efforts. The complexity of an Enterprise CRM solution is particularly suited for sales and marketing. Read on for an overview.

How Your Lead Generation Needs Determine your Enterprise CRM Software

There are a variety of lead generation tactics and strategies, and the one that your business decides to use will significantly impact how you configure and customize your CRM system. Before you speak to a CRM consultant about the features and customizations you want from your Enterprise CRM system, consider which of the following features best describe your sales process and remember to discuss it with your consultant:

  •  You are a B2B website 
  • You have an inbound call center 
  • You run a PPC advertising campaign
  • You make cold calls 
  • You perform a lot of email marketing 
  • You use a partner-leads program 
  • You find leads at trade shows or other events 
 Each of these strategies will require different features from your Enterprise CRM.


Lead Tracking in Enterprise CRM

The best way Enterprise CRM can help your sales effort is by tracking all of your leads, no matter where they come from, in a single dashboard.

The best way Enterprise CRM can help your sales effort is by tracking all of your leads, no matter where they come from, in a single dashboard. You can also set up automated lead scoring, pull targeted lists for marketing campaigns, flag duplicate or dead records, and route leads to various sales reps for follow-up.

Following Up on Your Lead Generation Campaign

Once you receive a lead, you can use the Enterprise CRM tool to assign the lead to a particular sales representative. The sales representative can then log subsequent actions like calls/emails, date of contact, responses, other actions taken (like delivering a webinar presentation), and more. This will ensure that you will not let a single lead slip through the cracks.



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