You’ve implemented Dynamics CRM, you “kind of” manage leads, but you either have no real process or a process that regularly fails. In this session we will find out how to take advantage of Dynamics CRM to manage your leads more effectively and track the conversion of leads to actual opportunities and sales.
2. Your presenters
Kirsten Bockett-Smith Sophie Khun-Hammond
Solution Specialist – Dynamics CRM Senior Dynamics CRM Consultant
6 years experience with Dynamics CRM 6 years experience with Dynamics CRM
7 years at Intergen 3 years at Intergen
Wellington based Wellington based
Presales / Solution Lead / Analysis & Design / Lead Consultant on CRM Implementations /
Project Governance Gather requirements / Design solutions
Lead Management
3. Our Agenda
What is a lead?
How do you capture leads?
How to utilise Dynamics CRM to manage leads
Reporting / Dashboards
Demo
4. What is a Lead?
A potential or prospective customer.
In Dynamics CRM
A lead record is an unstructured form, for gathering
information about a person, and/or organisation
and/or potential deal.
An opportunity in contrast to a lead is a qualified
potential sale and is associated with a customer.
Lead Management
15. You can increase your lead conversion rate and
create more revenue generating opportunities,
if they are correctly tracked and developed.
You need the right process and tools in place to
make this successful.
Lead Management
19. Utilise the Dynamics CRM Process Flow
Leads Workflow
Leads
assigned to email
entered
Sales team created
Lead
Lead
converted to Qualify
followed up
opportunity
Lead Management
29. Activity Feeds
■ Enables Sales Managers to be kept up to date with lead progress
■ Manual of automatic updates
■ Posted to external apps via API
Lead Management
41. In Summary
The right process + the right tool = success
■ Improve productivity
■ Easily measure your sales teams performance
and effectiveness
■ Close deals faster through team input and
centralisation
■ Ensure a consistent process is followed
For more information, contact kirstenb@intergen.co.nz. or sophiek@intergen.co.nz
Lead Management