Sales leads tracking in Saleswah

What is a sales lead? Why is Sales leads tracking important

A sales lead is an indication and also information that a certain contact (or contacts) should be approached to pursue a sales opportunity.

What information you need typically for a contact to become a lead?
Well, even though there is no hard and fast rule, at the minimum, you need some contact information and the type of product she is interested in.

What does Saleswah count as a lead?
There are two ways of creating a lead in Saleswah CRM.
1. By automated lead scoring method:
Saleswah is constantly polling all the activities that are logged in the system and evaluating them for their potential to lead to a sale.
When acivities related to a contact or even a group of contacts working together in the same company jointly point to a possibility of a sale, Saleswah will automatically trigger a “lead”. A lead record will be created, it will be sent immediately as an email and a mobile alert to the sales executive who will then chase the prospect.
2. By manual lead creation:
A prospect calls your reception asking for product or price details; someone visited your exhibition in trade-fair and showed specific interest in a product, someone filled up a form on your website…
Saleswah allows your receptionist, your trade-fair exhibition booth hostess or your marketing team to log this interest in a product category exhibited by a contact as a lead. Two clicks, if the contact exists in the database; if not, ensure the contact is created in the database first.

Which one will you trust more?
It really depends. If you had superb quality of people, able to separate the wheat from the chaff, then you might trust manually flagged leads more than automatically created leads. But, they will still be inconsistent in quality. One person’s lead will be another person’s waste of time.

Automatically generated leads, have more credibility because they will be consistent.
Firstly, they will play by the same rules; the same definition of what constitutes a lead and what is the threshold of acitivites above which leads will need to be triggered. And, automated leads have more data-points, have a longer interaction history and many times with a bigger team than one.
Saleswah allows you to make a choice: automated lead creation, manual lead flagging or both!

Sales Leads assignment:

Leads created in Saleswah are automatically and without exception assigned to the Sales Executive to follow up. In case the lead is found to be worth pursuing, the executive pursues the lead and converts the lead into a sales deal.

Sales Leads tracking:

All sales leads are tracked as they progress in the funnel; through the stages of the deal, being “qualified” on the way to the “close”; with full visibility to the sales executive and his manager so that they can intervene as appropriate.