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    Leadsquared

    Uploaded by

    Sachin Bhandari
    Leadsquared is a CRM tool that helps companies track leads from various online and offline sources, manage lead stages and tasks, and convert leads into sales. It allows users to view lead details, change lead stages and owners, log lead activities, and set reminders on tasks. Various filters can help identify leads' potential based on activities, other factors like location and device used, and last activity date. Leadsquared aims to help build and maintain a strong sales pipeline through effective lead management.

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    © All Rights Reserved
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    Leadsquared

    Uploaded by

    Sachin Bhandari
    282 views7 pages
    Leadsquared is a CRM tool that helps companies track leads from various online and offline sources, manage lead stages and tasks, and convert leads into sales. It allows users to view lead details, change lead stages and owners, log lead activities, and set reminders on tasks. Various filters can help identify leads' potential based on activities, other factors like location and device used, and last activity date. Leadsquared aims to help build and maintain a strong sales pipeline through effective lead management.

    Original Description:

    This all about lead sqaured how its owrk and how you can get access to lead sqaured

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    Leadsquared is a CRM tool that helps companies track leads from various online and offline sources, manage lead stages and tasks, and convert leads into sales. It allows users to view lead details, change lead stages and owners, log lead activities, and set reminders on tasks. Various filters can help identify leads' potential based on activities, other factors like location and device used, and last activity date. Leadsquared aims to help build and maintain a strong sales pipeline through effective lead management.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Download as pptx, pdf, or txt
    282 views7 pages

    Leadsquared

    Uploaded by

    Sachin Bhandari
    Leadsquared is a CRM tool that helps companies track leads from various online and offline sources, manage lead stages and tasks, and convert leads into sales. It allows users to view lead details, change lead stages and owners, log lead activities, and set reminders on tasks. Various filters can help identify leads' potential based on activities, other factors like location and device used, and last activity date. Leadsquared aims to help build and maintain a strong sales pipeline through effective lead management.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Download as pptx, pdf, or txt
    of 7

    Leadsquared

    Leadsquared
     LEADS
    Sources of Leads
    A lead is Data of and individual or a business 1. OFFLINE SOURCE
    which can converted into sale.  Apartment Campaign
     School Campaign
     Mall & Corporate Campaign
     LEADSQUARED  News- Paper Campaign
    Leadsquared is an effective CRM (Customer
    Relationship Management), which are use in 2. ONLINE SOURCE
    order to keep a track of leads and manage them  DTA (Download the App.)
    properly.  Facebook/Instagram/YouTube
     Inbound Call
     Website Pop Up
    Which helps us to build and maintain a strong
    pipeline while selling over a phone call.
    Leadsquared

    Dashboard- Manage
    Task

    Lead Actions Leads Details

    Change Stages Change Owner Lead Activity Manage Task


     Manage Leads: (A/c Details, A/c Owners, Stages, etc.)
    e.g.- GPS Location, School Name, Device Model, DG, Class.

     Lead Stage: this can be used to filter our leads of a particular stage.

     Lead source: Helps to understand from which source the lead is generated from and this
    should be always be set default as all for e.g.- Google, Facebook, live chat, etc.
     Owner: this tells us who is the owner of the particular owner and particular it should be
    any.
     Date Range: Filter to segregate leads according to the date range.
    1. Last Activity

    2. Created On

    3. Modified on
     Lead Details: Page allow to view the lead information( Lead Stage, Lead
    Score and Lead Grade)

    Lead Activites: Manage Task:


     Outbound phone call activity  Follow up which needs to be added as a
     AAA first call done task.
     AAA follow up call done  Clearing of all task on time & Maintain
     AAA call but disconnected your manage task.
     AAA called but not picked  Task acts as bridge b/w a lead activity
     AAA called but language issue and lead stages.
     Order Successfully placed  Set Remainder to our email.
     Lead Actions:

    Change Owner:
     Get an lead with activity of “AAA called
    Lead/Change Stages: but language issue”.
     DTA: These leads needs to be pushed.
     Qualified: Belongs to K-12 Segment,  Manger Instructed to transfer this lead.
    must have in active task.
     Not able to Connect: AAA Called But  You can use this lead action to change the
    Not Picked (6+ times in 3 different days) lead owner to desired people in the team
     Not Interested in Full Course: Neat and
    precise pitch in first call.
     Interested to Buy
     Disqualified
     May Buy Later
     Positive
     Enrolled
    Lead Identification
     There are various filters to understand a leads potential
    1. Based on Lead activity
     User has completed journey node- to track leads after first call done/ Recently used.
     User has reached paywall limit- when user has reached paywall limit for the cycle and app get locked
     User has registered for secondary course – Gives you idea about siblings/second student using the same number
    2. Based on the other factors
     DG
     BFA – Bajaj Finserv (Yes/No)
     Device Model
     GPS Location
    3. Based on Last Activity
     Last Activity date

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