article thumbnail

How to create a successful lead management process in 5 steps

PandaDoc

An effective lead management process is one of the most critical factors driving sales through your funnel. When you capture the attention of a potential customer, this is the moment a lead is born. However, how that lead plays out, whether that person becomes a paying customer or client, is another matter.

article thumbnail

Mobile Tools to Sell More

Score More Sales

Bring-your-own-device (BYOD) policies are growing at mid-sized companies with many organizations giving new sales reps a tablet rather than a desktop or laptop now. This conversation continues with more about other mobile tools in a future post. The post Mobile Tools to Sell More appeared first on Score More Sales.

Tools 214
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

How to boost your sales performance with opportunity management

PandaDoc

Key takeaways Opportunity management is not exactly the same as lead management, although the two processes are similar. Lead management focuses on achieving sales goals in the short to medium term, while opportunity management is more about leveraging strategic relationships to achieve long-term growth goals.

article thumbnail

Should I Use a Consulting-Specific CRM? Find the Right CRM for Your Consultancy

Nutshell

However, CRM is a helpful tool for businesses of all sizes. If you make sales, whether you sell products or services, an efficient sales pipeline will help you stay on track and manage your time and resources effectively. These CRMs typically come equipped with universal tools and features that any business can easily use.

CRM 71
article thumbnail

Sales software for small business: 10 of the best options on the market today

PandaDoc

Key takeaways: Sales software options offer a diverse range of features, from lead management and CRM to analytics and automation. Each of these solutions will integrate seamlessly with other essential tools to create a unified ecosystem for your business operations. Features include: Lead and contact management.

article thumbnail

Why Sales Leads are an Asset With a Declining Value…for Some

Pointclear

James Obermayer, Executive Director and CEO of the Sales Lead Management Association and President of Sales Leakage Consulting is a regular guest blogger with ViewPoint. Salespeople often complain about receiving enough new leads, but are short on answers about the leads you gave them, now aging and becoming potentially less valuable.

Lead Rank 170
article thumbnail

Avoiding Cascading Zipper Failures between Marketing and Sales

Pointclear

James Obermayer, Executive Director and CEO of the Sales Lead Management Association and President of Sales Leakage Consulting is a regular guest blogger with ViewPoint. No business rule which mandates measuring the ROI for lead generation. No lead management system. No marketing automation system.

Marketing 168