What is lead management?

Understand the concept and importance of lead management in the sales process and how it can help your business close more deals.

Generating qualified leads and converting them into paying customers is the main goal of any and every business. At the end of the day, revenue is what keeps a company afloat!

Lead management is the process of converting leads into customers. Lead management is where you qualify, segment, and nurture inbound leads to convert them into paying customers. To translate leads into revenue, it's important for businesses to find the right software to manage them.

A CRM is the best software to help businesses with lead management. With a CRM, you can easily manage your relationship with customers as well as leads without the need for dozens of spreadsheets. In a CRM you assign account managers to individual leads and send automated follow-up emails plus SMS to these leads to keep them warm.

You can even segment these leads to filter them based on industry or any other category. A good CRM lets you customise according to your needs. If you want a flexible and fully customisable CRM to help you manage sales leads, try Serviceform's Flex xRM!

Flex

Serviceform's Flex xRM is a fully flexible, all-in-one management tool that helps you manage leads, sales, tasks, and even billing. It's a unique combination of spaces, filters, and fully customisable fields that gives you an unparalleled playground to manage any and all projects.

Sign up for a free Serviceform account to try Flex xRM for free!

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