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Leads are considered as raw details of company, person
or business opportunity. These are unqualified sales
opportunities gathered at various situations, viz.
websites, trade shows, seminars, advertisements,
purchases from external sources and other marketing
campaigns for the purpose of sales.
Lead management is an important business process
that combines tools with techniques to enable effective
leads generation, management and tracking of new
sales opportunities. Lead management is a powerful
solution to automate and enhance the most
inconsistent, disorganized and error-prone processes
involved in acquiring and tracking leads through their
Teckinfo’s Lead Management System (Galaxy CRM) can
be a powerful business ally and can help at each stage
of lead management to do better and profitable
The different stages in Lead management
Lead Allocation or Distribution
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,
viz., websites, campaigns, exhibitions, referrals, phone calls,
branding, etc. Galaxy Lead Management System provides you
with different methods to generate leads: Form Filling, Quick
Create, Importing, Web Forms and Developer API.
With the scope for further follow ups, the lead qualification
process is essential to lead generation. This stage separates the
sales ready leads from the general inquiries that are entered into
Lead Assignment or Distribution
Manually assigning new leads to specific individual (owner)
can be tedious. Galaxy CRM allows you to create a workflow
rule to assign new leads to sales persons based on specific
criteria, such as geographic region, activity, source based, skill
based, product based etc.
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.
• Manage a 360 degree view of the leads' life cycle(from
creating leads to converting them into business
• Capture leads online using Web-to-lead form and
manage effectively in Galaxy CRM
• Import leads from external sources, such as Web
downloads, trade shows, seminars, direct mail, and other
types of campaigns
• Facilitate faster sales Lead Distribution through the lead
• Convert more leads into actual opportunities
• Qualify leads to next stage based on the information
captured in lead details
• Customize lead management process ( B2B and B2C
business scenarios ) as per your organization sales
• Standard reports and dashboards bundled for a fast
• Export leads data to spreadsheet software for further
• Track marketing campaigns across all channels
Key Capabilities of Galaxy CRM - Lead Management System