New Actionable opportunities for the spark lead manager
For those of you that are avid users of the spark system. we have added a new feature that puts some logic around the various statuses that you can set for your leads. the system alerts you of potential opportunities to move the customers through the buying process and keeps you on top of customers that could fall through the cracks.
This is only suggested activity and is not required but could add value and increase sales when following these suggestions.
The spark system is a lead management system more than a CRM. Sometimes these terms are intermingled. this tool is primarily designed to capture lead details and report on marketing activities. We have added feature to the lead manager to help sales people move the lead through a process defined by your team.
The main theory behind these opportunities is
- that a lead in the NEW status older than 2 days could be a lost opportunity.
- that a lead in the ACTIVE status older than 15 days could be a lost opportunity.
- that a lead in the PENDING status older than 30 days could be a lost opportunity.by reviewing the notes, contacting the customer and updating the status of these leads you can clear the opportunity board and not loose and opportunity to Sell More Countertop!
Most leads should move to in-process which means they are buying countertops from you!!!
Management now can see where the team can be more active and ensure that we are connecting with customers.
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