Knowledge Guides

A CRM is a software tool that is useful in maintaining and managing customer relationships, track leads and sales. It delivers actionable data for managers to improve profitability and productivity.

A prospect is a member in your addressable market, who could become a potential customer. A prospect is someone who hasn’t engaged with your business yet.

A lead is a potential customer who shows some interest in the product offering. It is the first stage of the sales pipeline.

When a lead has communicated with a sales agent and is warmed up to make a sale, it becomes a contact.

After becoming a contact, the sales team evaluates and determines the fit of the lead to become an active customer. A qualified lead is a prospective customer further down the pipeline. The sales-approved lead can quickly become an active customer by the efforts of the sales team.

Dashboard is a landing page of the CRM software where users can view essential information and performance overview. Metrics are often presented in a visual format for easy understanding.

UI refers to the overall design of the CRM software including layout and navigation.

A deal is an activity in the sales pipeline that represents a product that your sales team is intent on selling with a money value attached to it. In the initial stage, the deal will be open and at the final stage of the pipeline, the deal will be closed.

Pipeline is a sequence of steps of a process that a sales agent takes to turn a prospective lead to a loyal customer. A pipeline will have many stages determined based on the customer readiness to close the deal. At each stage of the pipeline, the sales agent will take different activities to encourage leads to move further down the sales pipeline, getting them closer to a sale.

A pipeline stage is the process that the sales agent has to complete to move the lead to the next stage in the pipeline. Common stages in a sales pipeline are prospecting, lead qualification, demo, proposal, negotiation, opportunity won, and post-purchase.

Deal status is the temporary status of the deal that was initiated. When the deal status is open it means that negotiations are ongoing with the customer. Won or closed means that the sales process is complete and the customer has purchased the product. Lost status means that the customer has rejected the product.

Reminders are marketing messages sent to customers to persuade them to complete the sales. Generally, email reminders are sent when the prospects have not yet completed the purchase.

A proposal is a document created by a sales agent to explain the value of the service or product to the customer. It highlights the USPs of the product and also explains the value the customer receives.

Invoice is a document sent to the customer post purchase detailing the products or services purchased, the cost, tax amount, total amount, and the last due date for completing the payment.

The main tabs on the Leadforce CRM such as Dashboard, Deals, Activities, Organisations, Person, Sales, Email, Leads and Reports provide a single click access to essential sales team activities and metrics.

The Activities tab provides quick access to all the tasks that are assigned to sales team members. Manager can switch between list view and Kan Ban view to get visual view of the scheduled activities. Managers can assign activities in bulk to any team member.

Organisations tab in Leadforce CRM helps you enter information about organisations that you are doing business with. You can add organisation information and assign them to groups according to your needs.

Person tab provides streamlined access to information about all the members of the sales team. Manager or admin can add, edit, or delete sales agent information. Add deals and set status to be active or inactive from the dashboard. Merge contact option is useful to remove duplicate entries and merge contact information of agents.

Sales tab enables manager to keep track of all sales items and associated documents such as invoices and proposals to check their status. Manager can also set sales target for sales deals or sales activities.

Items submenu under the Sales tab provides access to all the items that the sales team is responsible for selling. Manager can add, edit or delete items at any time. Items can be imported and exported with a single click. Bulk action to mass delete all details option is also available.

Target submenu under the Sales tab helps manager to set target for any specific deal or activity. The manager can enter the start date and end date for the target and associate value or count.

Anyone from the sales team can send emails directly from Leadforce to quickly send different types of emails. While composing email, you can choose from one of the preloaded email templates and customise for specific customers.

Leads tab enables managers to add lead information for the sales team to track. You can add, edit, or delete leads, their contact information, and source to manage leads under a single platform. Leads can be filtered by sales agent, source, or other additional filters. You can export leads to Excel, CSV, or PDF format. You can also setup bulk actions to delete leads or change their status.

Once you login to the Leadforce CRM, the dashboard straightaway shows a calendar with scheduled activities. You can choose a daily view or monthly view in the calendar. You can also use the filter option to filter between various pipelines for scheduled activities.

The stages of deals are presented to you in a pie chart format at the right hand side of the dashboard. It provides a quick overview of various deals in various stages so that the sales team can prioritise their daily activities. Clicking on the pie chart will take you directly to the deals tab for a granular view. In the deals tab, you can also click and drag deals to various stages in the pipeline according to the progress.

The activity tab provides an overview of all activities completed by a sales agent. The log of activities is useful in evaluating performance and identifying areas of improvement. You can also schedule new activities and add them to the calendar automatically.

Leadforce CRM has an exclusive tab Person to enable sales managers to monitor and manage his sales team members. Any person can be added to any task to expedite the sales process.

Leadforce CRM allows for maximum collaboration with clients directly from the CRM software using the Email tab. Once a contact is chosen, multiple fields are auto populated to compose and send emails quickly.