The Leads Manager is an essential tool for capturing and converting clients, organizing crucial information, and facilitating the monitoring of the sales process. Additionally, it provides valuable analytics to adjust strategies and offers flexibility at each stage of the lead process, thus optimizing sales efficiency and performance.
Open the menu on the left side of the screen and select "Sales" - "Leads Manager".
Filters and Overview
In the top right corner, we have an overview of the Leads in progress.
Leads: Indicates the total number of leads currently registered in the system, providing a quick view of the quantity of leads registered in the system.
Volume: Presents the total volume of leads in terms of cubic meters (m3), providing a measure of the business potential represented by the leads.
Budget: Indicates the total estimated value of leads that have sales proposals sent or contracts in process, offering a financial perspective of the revenue potential represented by the leads.
Additionally, we provide specific viewing filters that enable locating a lead by name or filtering all leads from a specific salesperson.
We also have the option to create an inactivity configuration for leads that directly affects the viewing of leads.
Min (Days): Allows you to set the minimum number of days of lead inactivity. When a lead's inactivity exceeds this number of days, it will be highlighted in orange, providing a visual way to identify potentially inactive leads.
Max (Days): Determines the maximum number of days a lead can be inactive. After this period, the lead will be highlighted in red, providing a visual indication that it has been inactive for an extended period.
View Mode
Although the default viewing mode is "Funner" leads can also be viewed in "Table" mode.
In table mode, it's possible to view not only active leads but also lost ones, allowing for a detailed analysis of the reasons and stages at which they were lost. This provides a comprehensive view of the effectiveness of the lead process, enabling adjustments and improvements to optimize lead conversion into customers.
Lead Stages
You can customize specific stages for your company, giving them the names you prefer. This provides exceptional flexibility and the ability to tailor the software to the unique needs and standards of your business.
The Leads Manager is highly intuitive: to advance a lead to the next stage, simply click and drag it to the corresponding stage. This functionality simplifies the process of tracking and updating the status of leads efficiently.
If necessary, you can mark a lead as "Lost Lead" to make it inactive. This function enhances the management of ongoing leads, as the sales funnel only displays active leads.
Adding a Lead
To add a new lead, you need to provide some basic information, such as: the responsible salesperson, the lead's name, the current stage of the sales process, and a pin on the map to set the approximate location of the lead.
Products & Add-ons: You can select the products, contract rules, and plant that will provide products initially. This offers an efficient way to customize and specify the details related to the products and contracts associated with each lead.
Commercial Conditions: It is possible to configure payment methods, as well as rules and conditions related to contract volume, and start and end dates of the project. This facilitates negotiation and business closure.
Converting Leads into Sales
Once a lead's products are defined and its stage is moved to "Contract in Progress," it's possible to schedule and dispatch directly through the Loop system. This significantly simplifies the process of acquiring customers and closing sales, offering an integrated solution for the entire sales cycle.
Printing Leads
Once we reach the Proposal stage, we have the lead printing functionality. It allows us to document proposals for clients formally. This provides a concrete way to present information, making the process more transparent and professional. By providing printed documentation, clients have a physical reference to review, which can increase trust and credibility during negotiations. To print a lead, it's necessary to define some information, such as the client's name, address, and at least one related product. This ensures that the proposal is comprehensive and provides the client with all the relevant information to make a decision.
