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Addressing Over Due Leads in CRM

When this happens :

It is expected that the sales representative is confident they have been working with a potential customer, who will follow through with entire sales cycle to win the leads. Many times due to un-availability at either ends or due to poor followups leads enter into over due cycle.

How it is impacting business bottom line :

Not to be dramatic, but overdue and delinquent customer accounts are impacting to your company and your bottom line. It has direct impact on business closure, moving further into sales funnel.

What is best way out :

You need good software solution, which keeps track of potential customer’s entire details including their preferences like they need to be called over voice or texted by SMS or over email. Further, client’s deal value, deal closure date and interest in your product is very important. Keeping track of such information integrated along with your calendar helps sales representative to contact his leads in time.

Bsuite CRM has state of art calendar and scheduler to avoid creating any of such scenario.

 

We show the list of records with appropriate parameters which have passed its due date and also mention the time period (in days) that the user last communicated with the case.

About the author

Visionary CEO and entrepreneur with degree in Computer Engineering having more than 25 years of real industry experience.
6 Responses
  1. Dipang

    Addressing Over Due Leads in CRM
    so, here talk about to-do application here we update people daily life or maintaining or monitoring through the appliaction to collect user data and get notify their schedules and task as per the given time or date or day.so, here problem is get to remember client their work
    today calendar and to-do list most usage is in employee.

  2. Suchita Modi

    To drive the market and stay long in the business world, one must need this type of product that can keep them informed about their work in a timely manner!! So useful!!

  3. Suchita Modi

    To drive the market and stay long in the business world, one must need this type of product that can keep them informed about their work in a timely manner!! So useful!!

  4. Devarshi Patel

    Keeping dues in live project is very bad impact for company and as well as the clients of which the company work with, so this is a great thing to give message for pending due to complete.

  5. sneh shah

    it is very good to keep the information of the deal and needs of the customor for the business .it will be useful for the company as well client

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