Every lead has its lifecycle. Also buyers’ leads are blood for the company. So every stance of a lead must be captured. LMSBaba's Lead Management Solution captures all activities happening on a lead and display on lead board so that sales person may recall the history of the lead for future communication with the buyer. Also it is very helpful tool for managers to review the sales person’s way of handling a lead and take appropriate actions.
Lead history in a CRM (Customer Relationship Management) system refers to a complete record of all interactions and activities that have taken place with a lead over time. This information is stored in the CRM and can be used to track the progress of leads as they move through the sales pipeline.
Lead History of a CRM includes:
Contact Information: Basic information about the lead such as name, email, phone number, and address.
Interactions: A record of all calls, emails, meetings, and other interactions with the lead, including notes and follow-up tasks.
Marketing Activities: A record of all marketing campaigns and activities that have been targeted at the lead, including the response to each campaign.
Sales Opportunities: A record of all sales opportunities that have been associated with the lead, including the stage, expected close date, and value.
Notes and Attachments: Any notes or attachments related to the lead, such as contracts, proposals, or presentations.
Having a complete and accurate Lead History in a CRM is essential for sales teams to better understand their leads and make informed decisions about their next steps. It also helps to ensure that all team members have access to the same information and can collaborate effectively.