Streamline Your CRM Lead Qualification Process for Sport Organisations

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we're taking a look at Peter Houston I'm in my qualified state stage so first step here we're gonna qualify this lead again this could be a marketing qualified this can be sales qualified every group or every business organization has their own kind of process but you'll see when I cracked this stage open we have a number of steps underneath so is there an existing contact we can tack this on - is there an existing account to be able to set in this look up here now we talked about data quality and some of that noise this will if we if we set records here this will prevent new data from being spun up where existing data is already there for us to reference further down we can set a purchase timeframe so is this on you know a lot of times hey we actually don't have a good pulse on when this could potentially close I'm going to mark this as immediate Peter is in a in a mood to to lock in the business and there's some urgency on their side so it's an immediate purchase time for an estimated budget we have 16,000 set right here the purchase process you know is this an individual decision maker is there a board or is there a committee are doing on that not yet no this is just a checkbox so one of the steps hey we have to make sure that every time we're moving through this process we have to ID the decision maker and then a capture summary so just some slightly more verbose breakdown of the the effort of the work or some things to consider as we've been working this lead and as we close this out now again highly configurable this is really the out of the box baked in stuff that's served up in d 365 sales this you know really should be tailored to your organization your business your manufacturing you know the the lead process that you have for for your organization will it be reflected here now to close this business we have some required fields that are marked by a red asterisk we've got some recommended fields that are marked by a blue plus sign here but I'm gonna I'm just going to go ahead and qualify this lead now when I qualify this lead a couple of things happen we mentioned that noise so data quality if I don't select an existing account or contact in the system it will go ahead and generate that account record generate that primary contact record and tie everything together in an opportunity so now we're moving from a lead to an opportunity via this qualified button at the top if I click qualify here it'll spin for a second or two and then we get a just a short dialogue here convert this lead is qualified and create the following records and now this was way back in serum 2011 or or prior we did have the configurability of what we'd like to create it went away for a spell and now it's back much to end-users delight so we can decide hey I want to be creating an account I want to be creating a contact and I'd like to be creating an opportunity I'm gonna click YES across the board because I do want all of those relationships to be set with newly created records so I'll click OK so now we're on our opportunity having come from that associated lead and a few more things going on here we can associate product lines you know from a product catalog that's built out within the system and then go in our quoting processes there but you know for this opportunity here again we're in the develop stage so we have you know a couple of fields that we need to manage customer need and proposed solution and then identifying the stakeholders and competitors these are the out-of-the-box baked in fields to to manage and if we kick this down stream a little bit now we're in propose identifying the sales team developing the proposal for this prospect and then some internal review and and final presentation data capture going all the way to the closed stage did we execute the final proposal a couple of other fields that we really need in order to close this business out and as soon as that happens you know as soon as we've gone through our lead to opportunity process we have those fields we have the data that we need to be able to to capture you know the the overall estimated revenue enclosure dates and all the key information or this manufacturing opportunity this is where we can either close it as won or loss did we win the business or not there are some other options here but just to keep it high-level if we closed as one it will give us a prompt here for the opportunity closure process so the status reason that's one the actual Rev is 16,000 the closed date today's date or slide that around as needed and we're there any a competitor is identified and then a simple description and if we click OK we'll have closed out that opportunity as one