What is lead management? Why does it require ?


Lead management is the process in which leads are analyzed and converted into business opportunities. In the sales process leads from the different channels enter into the lead management system and the sales are converted into deals. Therefore you need lead management software for the whole process to occur.


Win ERP  is rated as the best lead management software by the customers and industry experts. It can be well suited to all the types and sizes of business and can convert the leads into sales within less time and less effort.


In business leads are generated through different sources like website, calls, emails, events etc.when leads are generated from different sources, it is very difficult to maintain and track leads manually and they end up missing an opportunity.

Implementing the lead management system will not only help in maintaining leads records, score leads and they also maintain communication and even nurture them continuously.

Lead management process includes :

1.Lead capture 

2.Lead Tracking 

3.Lead Qualification 

4.Lead distribution 

5.Lead nurturing 


Online Lead management system | Lead Management System | Lead Tracking software


What is lead management?

Leads are important for the business to run irrespective of the size, Lead management system is more crucial and we explain how leads are important for the business.

What are leads?

A lead is a person or organization showing interest in our product or services by sharing a phone number, email id, or social media handle.

Why leads are important?

Every individual who starts a business is to earn profits and these profits come from leads when leads successfully turn into a sale. It is like a cycle in which it states if there are no leads there is on sale and if there are no sales there is no profit.

Now we can understand why sales play a crucial role in business.

When the leads are less in number like 4 leads it is very easy to track 4 leads but when the business is growing fastly and the leads for the company increases, it becomes tough to manage leads. How will u do that? Through lead tracking software.

What is lead Tracking?

Lead Tracking is the process of documenting and categorizing customers based on individual actions and sales rep touches, Dividing leads according to their needs and desire, Tracking them whether they are willing to buy our products. Are they qualified enough to become our potential customers or not?? 

Distributing leads to the sales team according to their strength and abilities.

Lead Tracking plays important role in the Lead management system. There are different types of lead tracking systems in the market to track the leads and improve the business.




cloud Asset Management software- Fixed Assets management software-IT Asset Management Software

 Features of WIN ERP Fixed Assets:

1.Defining Fixed Assets

2.Asset tracking

3.Capitalization

4.Depreciation calculation

5.Asset Transfers

1.Defining Fixed Assets: Fixed assets data can be configured with general ledger and with payables and receivables. It provides a real-time, accurate overview of your financial status. It includes your book value and accumulated depreciation, without any manual updates. You can allocate depreciation percentage to different general ledger accounts.

2.Asset tracking: Fixed Assets Software provides easy and customizable tracking of assets. The assets can be tracked by description, location, or number.



Online Lead management system | Lead management system | online Lead Tracking software

 Features of WIN ERP Lead Management System:

1.List

2.sort 

3.Lead promotion 

1.List: The leads tab opens with a list view showcasing the basic information in chronological order starting from the most recent ones. When you use the system for the first time the list will be empty. It gives you the provision to start adding leads.

2.Sort: The list of leads displayed can be sorted chronologically or as per your choice. There could be a


few mandatory columns like:

    • 1.Priority (low/medium/high);
    • 2.Source (email/google/website/other);
    • 3.Stage (draft/in progress/qualified);
    • 4.Assigned to;
    • 5.Edited by
cloud Asset Management software- Fixed Assets management software-IT Asset Management Software

cloud Asset Management software- Fixed Assets management software-IT Asset Management Software

 

WIN ERP FIXED ASSETS SOFTWARE

Fixed Assets Software is designed to maintain a fixed assets catalog, classification of fixed assets, and for damping operations. A fixed asset location is defined along with persons responsible for them. From a financial and accounting point of view, this Software can be configured as per financial standards.

cloud warehouse management system | cloud warehouse management software | Online wms software

cloud warehouse management system | cloud warehouse management software | Online wms software

 

WIN ERP WAREHOUSE MANAGEMENT SOFTWARE

WIN ERP Warehouse Management Software is used to track physical inventory, plan inventory replenishment, perform picking strategies, and control shop floor stock. WIN Cloud ERP Warehouse management allows you to manage multi-level warehouse configurations with zone and bins and appropriate access controls. It enables ease of use by allocating default zones and bins in transactions, and account codes based on rules. This ensures usability without compromising on the quality of information.

Cloud ERP Warehouse Management solutions help you in executing warehouse operations in a smooth manner by ensuring activities like stock status conversion, stock transfers, creation of opening balances, stock inquiries at BU, determining stocking point, warehouse levels, inquiry of attribute for item information, and safety stocks.

Cloud HRM  Payroll software | Online Human Resource Software | Complete Payroll Solutions

Cloud HRM Payroll software | Online Human Resource Software | Complete Payroll Solutions

 

WIN ERP HR AND PAYROLL MANAGEMENT SOFTWARE

WIN ERP HR and Payroll Management Software are extremely user-friendly that enables an organization to easily and flawlessly accomplish the otherwise very difficult and mundane activity. The Cloud ERP HR & Payroll Software helps in managing employee information and assists in processing payroll. The HR & Payroll Software is further customizable based on specific requirements sought by the customers. It comes with HR Dashboards, Employee Tracking and Management, Payroll Management and Structuring, Leave Management, and Employee Self Service tabs. WIN ERP HR and Payroll Management Software integrates the HRD with all the other departments of an organization and unifies all employee and employee-related information that is scattered across the company.

Online Inventory Management software | Online inventory tracking software | online stock management software

Online Inventory Management software | Online inventory tracking software | online stock management software

 

WIN ERP INVENTORY MANAGEMENT SOFTWARE

WIN ERP Inventory Management Software is a standalone application however the software is bundled with warehouse management or supply chain management systems. This Cloud ERP inventory management software is used by retail, distribution, and manufacturing. It is clubbed with retail merchandising systems wherein users can also manage to price. Whether you are a manufacturer or a trader it is imperative that you need to track your inventory regularly, more so with the inventory that moves faster and sells briskly. WIN Cloud ERP Inventory Management Software has all the tools that are required by you. The solution has a set of pre-built components that automates and streamlines all the inventory activities of your organization along with providing real-time visibility of inventory.

Online Order Management System| sales Order Management Software | Purchasing Order Software

Online Order Management System| sales Order Management Software | Purchasing Order Software

 

WIN ERP PURCHASE AND PAYABLE SOFTWARE

WIN ERP Purchase and Payable Module helps you to manage purchases and accounts payable. The purchase & procurement Software is fully integrated with the General Ledger application area. Hence, whenever a transaction is posted such as an invoice, the program automatically posts all necessary transactions to all relevant accounts, like, the purchases account, the payables account, and the applicable discount and other accounts. Effective management of payables can create a direct impact on manufacturing, operations, and profitability. With different ERP controls such as scheduled payments, manufacturers can take advantage of supplier discounts. This act significantly lowers the purchasing costs.

Cloud accounting software | cloud Financial Accounting Software | online personal finance software

Cloud accounting software | cloud Financial Accounting Software | online personal finance software

 

WIN ERP ACCOUNTS AND FINANCE SOFTWARE

WIN ERP Accounts and Finance Software gathers financial data from various functional departments and generates valuable financial reports. The financial reports might include Balance Sheet, Trial balance, General Ledgers, Annual Financial Reports, Quarterly Financial Reports, Accounting Statements, Gross Profit Analysis, Branch wise Profit Analysis, Cost Centre wise Analysis, Tax Management, Asset and Depreciation Management, ABC Analysis, and many more. WIN Cloud ERP Finance Management Software has the capability of meeting all the accounting and financial needs of an organization. This Software provides critical business inputs to all related stakeholders of the organization. It helps in reviewing the financial position of the company in real-time allowing better decision-making and strategic planning.

WIN ERP Accounts and Finance Software provides companywide control and integration of financial information. This Software provides the ability to centrally track financial accounting data within a framework of multiple companies, languages, and currencies.

cloud sales management software | cloud stock control software | Online sales crm

cloud sales management software | cloud stock control software | Online sales crm

 


WIN ERP SALES MANAGEMENT SOFTWARE

ERP Sales Management Software covers the end-to-end sales cycle. The sales process, payment terms, payment method, shipment method, pricing, discounts, etc are covered in detail in the ERP Sales Management Software. This Sales Management Software of the ERP system allows a company to organize and reorganize the sales process in an efficient way. Multiple configuration options and sales channels covered. Sales divisions, distributors, commercial agents, key accounts, retail, online portals, etc are just some of the facilities which are integrated in ERP Sales Management Software. This Sales Management Software eliminates the bottlenecks and streamlines the sales process from sales quotes to approved orders, from successful orders to ordering fulfillment, and from timely invoicing to payment.

Online Lead management system | Online Lead Management System | online Lead  Tracking software

Online Lead management system | Online Lead Management System | online Lead Tracking software

 

WIN ERP LEAD MANAGEMENT SYSTEM

Lead management system is an integral part of ERP software. Leads come from various sources like direct on website, through email marketing, social media, personal references, etc. There should be a software solution to keep track of every detail concerning leads and managing them effectively. The main purpose of working with leads is to convert them into your customers. In a nutshell, we can say lead management system is the process of fetching customers and register their data, such as contact numbers, addresses, emails, and names so that they can be contacted in the future.

With the adoption of the state of the art technology WIN, ERP software boasts providing cost-effective yet smart solutions for managing this process.