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Leads Management Frequently Asked Questions (FAQ's)

Salesboom.com On-Demand CRM & ERP Software

Q: Why is Lead Management Software ( Sales Tracking Software ) important to my small business CRM implementation?

A: All small businesses have an end customer of some sort or another. Whether it's a business to business (B2B) or business to consumer (B2C) operation, there's always someone buying a product or service at the end of the day. Managing your sales prospects, or leads, is one of the most important facets of your small business's day to day operations. Each lead generated, through any means, needs to be properly processed in order to make sure you maximize your return on investment from your marketing and lead generation programs. By utilizing Salesboom's CRM with Lead Management Software ( Sales Tracking Software ), you can see real time sales software how your leads are progressing through your sales pipeline, and make sure that no potential opportunities fall through the cracks.

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Q: What does Lead Management do?

A: Leads Management software allows you to effectively track, retain, and push leads through a pre-defined process. From the moment the lead enters your Salesboom Online Web based CRM Software system, all its information is retained - physical location, contact details, names, where the lead originally came from and more. This lead then becomes subject to a particular process which you can define within your organization for it - it may go to a pre-qualified who will then hand it off to a senior representative to close. Or it may go into an incubation cycle for a period of time you specify. Whatever the best way to handle your leads is, Salesboom's web based Lead Management Software ( Sales Tracking Software ) is there. Currently we offer lead management solutions for Telemarketing Lead Management, Automotive Lead Management and Trade Show Lead Management. Now let us work for you!

Q: How are leads brought into Salesboom?

A: Leads can be entered into Salesboom through various methods. The Salesboom Web-Capture Leads tool is one of the most popular (see below for information). You can also mass-import leads from a spreadsheet, create leads manually in the system, and capture leads from campaigns, emails and more!

Q: What is the Salesboom Web-Capture Tool, and how can it help with my Leads Management process?

A: The Salesboom Web-Capture Tool allows you to build a custom form to place on your corporate web site, where a potential prospect can fill in pre-set information which is then captured and saved in your Salesboom account. It is automatically assigned to a representative based on your Lead Management routing tools, and works 24 hours a day; even when you're not.

Q: How can Salesboom's Lead Management Software ( Sales Tracking Software ) increase my revenues?

A: Salesboom's web based Lead Management Software ( Sales Tracking Software ) can help skyrocket your revenues through many ways, in conjunction with the rest of the Salesboom On Demand hosted online web based CRM software and web-based SFA system. Lead Management helps increase productivity of your sales representatives by automating your sales process and keeping Leads properly organized - freeing up their valuable time to close more deals. It also ensures that a Lead is never lost, as Salesboom retains all your Lead data so none of them ever slip through the cracks.

Q: What happens when I convert a Lead?

A: Converting a Lead is essentially like promoting it ahead in your Sales Process. It splits the Lead into a Contact (person) and Account (company), so that you can retain multiple contacts within a company. This also allows a sales Opportunity to be associated with the account, which helps in your revenue forecasting. Typically, this step is completed when a sale can be quantified - either by a closing date or a dollar amount.

Q: My sales cycle is very unique - is Salesboom flexible enough to support the nuances of my small business?

A: Definitely! Salesboom is broad enough to mould around any nuances in your sales process. Regardless of what the unique circumstances are - whether its certain types of information you need to store, a unique period of incubation time that each prospect needs to sit through, or anything else you can imagine, Salesboom can adapt to your processes. If you need help finding out how Salesboom can work for you, feel free to contact us for further assistance!

Q: Salesboom Lead Management Software ( Sales Tracking Software ) sounds like the perfect tool for my small business! How do I get started?

A: Easy! Take the Free CRM Software 30 Day Trial today and start empowering your business with Salesboom Lead Management Software ( Sales Tracking Software ) today. It's completely risk free. What are you waiting for? Sign up now, or contact us for more information!

Once you truly gain full visibility into your company's business processes, you'll never want to go back to the dark again. We guarantee it. Take a Free CRM Software 30-day Trial today, or contact us directly for more information: 1.855.229.2043 (1.855.229.2043) or via e-mail at sales@salesboom.com.

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Cloud CRM application and Back Office ERP solution integrated across your enterprise in real-time providing your company with the best workflow automation possible. The Enterprise Edition includes Cloud CRM, Sales management software, Inventory Management, Product Management, Project Management, Quickbooks CRM Integration, Accounting and Human Resources Management solutions. Compared to most Web Based Customer Relationship Management Cloud CRM Sales management software vendors, Salesboom is the only to offer a complete Back Office solution integrated across your entire Cloud CRM platform, giving your company the advantage.

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Salesboom's Cloud Customer Relationship Management Cloud CRM outlook Integration software allows you to keep your existing MS email management software by using its Outlook CRM Solutions. Never mind managing multiple programs for contacts and e-mail; within a single integrated cloud CRM Sales management software platform, Salesboom allows all your Microsoft Outlook data to be easily managed with a single login.

QuickBooks CRM Solutions

Salesboom's QuickBooks Cloud CRM Integration from Salesboom gives you one wide view of your company, customers and data all in one place. Salesboom CRM for QuickBooks gives you a seamless two-way synchronization between your Cloud CRM suite including the CRM Sales management software solution and QuickBooks accounting software, with a 100% data accuracy guarantee.

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