All activities, such as e-mail,
phone calls, and meetings, are logged, so that a running history of every communication
activity with the lead is kept. You can use Microsoft CRM to import contact and lead lists
into the database, perform the common qualifying activities, and convert names to
opportunities if they qualify. Names that do not work out are disqualified, but retained
in the database for business reporting purposes, for instance to analyze the success of
different list sources or to assess how much time the sales force spends prospecting leads.
Working with Leads
Because most customers start at the lead stage and progress from there to opportunities and then
accounts, Microsoft CRM provides administrative features for importing leads from lists and
disqualifying them as potential customers or converting them into opportunities and accounts.
These features include performing basic actions (add, edit, and delete leads), viewing lead
information and all the activities associated with that lead, and assigning and qualifying leads.
Track lead source
Determine which marketing and lead generation tactics are the most effective by tracking the source of each lead.
Bulk list import
Import .CSV or .TXT files purchased from 3rd party list brokers or other sources.
Next Steps
Contact us for a personalized software demonstration
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