Empower your R&D team with the ultimate CRM sales lead management tool

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one thing that sometimes confusing to salespeople when using a CRM database is this question what is the lead well a lead can be many things and can come from a number of places it can be something that I generate myself by telephone it could come in via website or email maybe from a trade show or perhaps a referral from another customer or prospect but in terms of setting up the relationship in the crm the first question to consider is is this a lead for an existing account now remember an existing account could be many things also depending on your business it could be an existing customer or it might be a prospect somebody we've tried to get business with in the past but didn't succeed or it could be for a brand new company now in sharepoint crm if it's for a brand new company that we've never done business with before then the lead is actually a lead but if it's for a company that we have done business with pursued or have had some sort of previous contact with basically a company or customer that is already in our CRM then the lead is actually an opportunity in either case whether it's a lead or an opportunity I need to first look at my sharepoint CRM database and see whether that account exists already that's the first thing that should always be done because that way I will find out whether or not we have done business with or had some communication with that contact person in the past and look it seems we have done business with this company in the past and there is an existing opportunity now before I proceed I may want to drill down into this existing opportunity by clicking the hyperlink and finding some more information about it perhaps one of my colleagues has been busy trying to sell this company something else or is communicating with a different contact person at this same company but if I know for sure it is in fact a brand new opportunity based on the discussion I just had with the prospect I can just click this icon right here to go in and create a new opportunity now in this new opportunity I can see that it is related to this company doe Jones partners and I go through and fill in my sales revenue fields these fields of course can be configured to your business and then I would proceed on to either creating a follow-up task or maybe set up a meeting appointment on my calendar etc now let's back up and go back to when I did the check in the crm and let's say no search results matched then I know for sure the lead is for a brand new company that we never done business with before then I simply create a new lead if after the lead has been qualified we can then convert it to an account and create an opportunity at the case may be so there are many variables that can take place in business as we know that will direct me as a sales representative as to how to handle my leads I