How to manage your leads more effectively

How to manage your leads more effectively

The start of the client's journey with your business, is when they first make contact - as a lead. So it is important to be as effective as you can, in capturing, nurturing and ultimately converting them into sales opportunities. This eBook explains how your ZOHO CRM system can help you to do this.

How you get leads into the CRM System
The first step is to get the leads into the CRM system as efficiently as possible, and without spending more time than you have to. So in this section we describe how you can capture leads from your web site and other apps, load them from CSV files or enter them direct.

How to track the quality of the leads you generate
Generating leads can cost a lot of time and money, so you want to know you are spending these resources to the greatest effect. In this section we explain how you can use ZOHO CRM to make sure you are getting the biggest bang for your buck

How to nurture leads for success
Of course once you have spent your money and captured your leads, you want to convert as many as possible into live sales opportunities. We explain in this section how you can use ZOHO CRM to nurture your leads



    • Related Articles

    • The four principles of CRM: Principle 1 - knowing more about your clients

      Without Clients you don't have a business and their value depends on the Relationship you have with them. So it makes sense to Manage these relationships in a way that delivers greater profit for your business and value to them. To do this ...
    • How to close more sales with your CRM

      Once you have converted leads to sales opportunities, it is important to close as many as possible. If you assume that all opportunities could be closed (after all that's why they are opportunities) then all you need to do, is reduce the chance of ...
    • How to organise your work with your ZOHO CRM

      One of the key reasons that businesses invest in ZOHO CRM is to organise the way they work more effectively. And that is what this eBook is about. It takes you through how you can use your CRM to get more out of your day.  Home Screen: In my ...
    • The four principles of CRM: Principle 3 - communicating with clients as individuals

      There is a great saying which is first understand before trying to be understood. My experience is that it is all too easy to do the reverse and seek to push a message out rather than listening to what clients and prospects. And understanding what ...