Lead Management Lead Management is the ability to track and manage a company record to the point where they become an opportunity being managed by a sales person. How hard can that be? For Gold-Vision CRM it’s easy, for other CRM Software packages, not so much?

The reason is simple. Other CRM Software Solutions talk about a suspect database, when you make initial contact you move them to the Prospect Database, then when marketing have converted it to an opportunity it goes into the Opportunity Database, then eventually it will hopefully get to the Customer Database.

How many databases do we need? This is Lead Management not Rocket Science!

Gold-Vision CRM needs just the one. The reason for this is that Gold-Vision CRM makes it very easy to separate records depending on their status and the relationship you have with them. Other CRM Solutions talk about separate databases because their filtering tools make this a difficult thing to do.

Lead Management with Gold-Vision CRM involves creating an Activity to convert a prospect to a lead. In the process of achieving this goal, the marketing team gather information, send and receive e-mails, make notes and include the prospect in marketing campaigns. All this information is tracked against the record, so when it’s time to pass them onto sales, sales already have all the information available to them.

No need for moving the record to a different database and passing everything you learned on, giving them a summary of e-mails and printing off or transferring documents. Your marketing staff simply classify the record as an Opportunity, workflow tells the sales person they have a new opportunity and the marketing person moves onto the next prospect. Like everything else in Gold-Vision CRM, Lead Management is designed to be quick and simple, just like it should be.