CRM WORK FLOW for managing leads efficiently

CRM Lead Management

1. Enquiry received
Source of enquiry
No of Branches
Existing POS used
POC
Call
Get maximum
information about
the business
,decission maker
and time line.
Preferebally share
prices after
demo,ask current
service provider to
understand the
budget and
hassles.
Full fledged demo
and make sure to
include all the
influencers and
decisiion makers on
the call
Create Urgency
Give prices valid until some date
Fake offers
Regular follow up
with the client
Multiple Follow up ‘s
Revised proposal on
agreed discounts but
put a condition
towards the client to
close it with a
stipulated time
Lead Source
Referral partner details
Duplicate check
Multiple contacts
Branches
New or existing business
Type of restaurant
emirate
Scheduled time of opening
Sales person
Qualification
Demo Scheduled
Proposal
Follow up
Follow up alerts
Lead Closed and
schedule
installation. Plan
training and
make sure all
attendees
present