Sales Manager

Role of Sales Manager

• Create Booking Order

• Assign the Booking order to the Operation Team by clicking the Action button inside Assign to Operation Button.

  
  

  Tutorial video For CRM Module

  1. Start by identifying a lead.

  2. Determine if the lead is valid. If the lead is not valid, the process ends.

  
  

  3. If the lead is valid, create an opportunity in the CRM module.

  4. Determine if the opportunity is converted. If the opportunity is not converted, the process ends.

  
  

  5. If the opportunity is converted, create a quotation.

  6. Negotiations will then take place.

  7. Determine if the negotiations are successful. If the negotiations are not successful, the process ends.

  8. If the negotiations are successful, a booking order is created.

  
  

  
  

  9. The booking order is then assigned to the operations team.

  
  

  
  

Fig. Sales Manager

What is a Lead?

Leads are typically identified through various marketing efforts and are the first step in the sales funnel.

Key Characteristics of a Lead

1. Interest: The lead has expressed some level of interest in the company's offerings.

2. Contact Information: The lead has provided contact details and allowing the company to follow up.

3. Potential Fit: The lead possess attributes that align with the company's target market

Types of Leads

1. Marketing Qualified Lead (MQL):

   A lead that has been identified by the marketing team as having a higher likelihood of becoming a customer, based on specific engagement criteria.

2. Sales Qualified Lead (SQL):

   These leads have demonstrated clear intent to purchase and fit the ideal customer profile.

3. Product Qualified Lead (PQL):

   A lead that has experienced the product firsthand and shown interest through actions such as signing up for a free trial or using a freemium version of the product.

The Lead Lifecycle

In the lead management process within a CRM system, leads are generated from multiple sources. When a lead shows interest in the services offered, an opportunity is created. A quotation is then prepared and shared with the lead. If the lead accepts the quotation, they are converted into a customer.

1. Lead Generation: Attracting and capturing the interest of potential customers through marketing efforts.

2. Lead Nurturing: Engaging leads with targeted content and personalized communication to build relationships and guide them through the sales funnel.

3. Lead Qualification: Assessing the lead's readiness and fit for the product/service to prioritize sales efforts.

4. Lead Conversion: Turning the lead into a paying customer through effective sales interactions and closing strategies.