Frequently Asked Questions
Every business has an end customer, whether it’s a B2B or B2C operation. Managing your sales prospects or leads is crucial for your small business’s daily operations. Each lead generated, through any channel, needs to be processed and organized to maximize your return on investment from marketing and lead generation efforts. With LeadNXT, you can easily visualize real-time sales data, track your leads through the sales pipeline, and ensure no opportunities are missed.
Lead Management software helps you effectively track, manage, and guide leads through a predefined process. Once a lead enters the LeadNXT system, all relevant details, such as location, contact information, source, and more, are captured. The lead then follows a specific process you define—whether it’s passed to a pre-qualified agent who hands it to a senior representative for closing, or placed in an incubation phase for a set period. LeadNXT is designed to help you manage your leads in the best possible way. Currently, we offer lead management solutions for telemarketing, automotive, and trade shows. Let our product work for you!
Leads can be entered into LeadNXT through various methods. As one of the most in-demand tools (see details below), LeadNXT allows you to mass-import leads from spreadsheets, manually generate leads within the system, and capture leads from campaigns, emails, and more!
The LeadNXT product enables you to create a custom form for your corporate website, allowing potential customers to submit pre-set information, which is securely stored in your account. It automatically assigns leads to a representative based on your Lead Management routing rules and operates 24/7, even when you’re not around.
LeadNXT (Sales Tracking Software) can significantly boost your revenue by working seamlessly with our LeadNXT On-Demand hosted CRM and web-based SFA system. The Lead Management features enhance your sales team’s productivity by automating the sales process and organizing leads effectively, allowing them to focus on closing more deals. With LeadNXT, no lead is ever lost—every lead is captured and tracked, ensuring none slip through the cracks.
Transforming a lead is crucial for advancing it in your sales process. It breaks the lead into a Contact (person) and an Account (company), allowing you to manage and track multiple contacts within the same company. This also links sales activities to the account, aiding in revenue forecasting. Typically, this step is completed when a sale can be quantified, either by a closing date or dollar amount.
Absolutely! LeadNXT is flexible and can adapt to any changes in your sales process. Whether you need to store specific information, set unique incubation periods for prospects, or customize it for other needs, LeadNXT can align with your workflow. If you need help figuring out how LeadNXT can work for you or require any assistance, don’t hesitate to reach out!
It’s simple! Start your 30-day free trial of our CRM software today and empower your business with LeadNXT Lead Management (Sales Tracking Software). It’s completely risk-free. What are you waiting for? Sign up now or contact us for more details!