Lead Management (Customer Relationship management software) is all about the theory used by companies to administer and manage their customers, partners, vendors and other stakeholders efficiently.
Lead Generation : Lead generation refers to the capturing of consumers interest towards products or services, who may be interested in a purchase. These sales leads are captured through various sources, for example, campaigns, exhibitions, referrals, phone calls, branding, etc. Orias's CRM provides you with methods to generate leads
Lead Assignment or Distribution : Manually assigning new leads to specific individual (owner) can be tedious. Orias's CRM allows you to create a workflow rule to assign new leads to sales persons based on specific criteria, such as geographic region, activity, etc.
Lead Conversion : Once there is scope for business opportunity through further negotiations or follow-ups, a Lead is transformed to Account, Contact and business opportunity. At this point, lead management process is complete and there is no reverting to lead process.
User Account : You can create n number of user account so that every user can create and update their lead information and user can view only their leads no one can view other leads.
Lead Monitoring : A Lead can be monitored by senior official hierarchy wise for example the leads of salesman can be monitored by their team leader and the team leader's performances can be monitored by their senior official and so on.
User wise rights Controlling : In Orias's CRM admin can control their user rights accordingly that means if you dont want to give the edit and delete rights to user it can be easily done.
Available options with Orias's Lead Management
Services Call Tracking Option's
Lead Creation and allocation