Lead management software is a type of software that helps businesses manage their leads. It allows businesses to track and monitor the progress of their leads, as well as track the effectiveness of their marketing campaigns.
A lead management tool is an important part of almost any business. It's the series of steps you use to collect contact information from leads and customers. Essentially, you want to make it as easy as possible for your leads to become customers. The more organized your process is, the easier it will be to follow up leads and convert them into paying customers.
Set the Foundation
Set the stage for change by focusing on the people in the organization. Doing so will help you better deal with the resistance your staff may have when they’re faced with new challenges. You need to capture the current state of your funnel and understand the upcoming changes for the people and processes that may impact your organization’s lead flow.
Prepare for Change Management
Establishing a change management framework is crucial to achieving success in lead management. You need to motivate meaningful change by defining the scope of the intentions, problem, and coalition. So, before you think in terms of projects, it’s important to think in terms of people first.
Make sure to communicate the vision to all stakeholders, create urgency and a climate for change, and unify people around the vision.
Plan
Capture the current reality. You can validate the data and make sure it’s sound. Then, meet with all the key players involved in lead management to understand their job functions, who does what tasks, and how the work is done without technology. Build up your plan by determining the tasks, deadlines, and assignments by reviewing the current process. If you already have a CRM in place, take screenshots of the current activities and responsibilities and make sure this information is included in the planning document. By mapping the current process, you’ll be able to identify which problems need to be solved and how the CRM will help you improve the situation.
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