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Microsoft Dynamics CRM (Archived)

How do you handle leads correctly ?

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Dear all,

I have a wierd issue that I have no idea how can I properly handle it.
It is all concern about Leads which can comes from anywhere and any lead is a potential customer. So so far each time we have a contact we record is as a lead in our CRM.

But the problem we have is the next step which is define as below :

1 - We try to recontact leads by sending an email

2- If the lead as not respond or read our email after a week or 2, then we considéré is as a not anymore lead and we close it or delete it.

The problem is that it could happen, that in 6 month a closed lead suddenly happen again and ask you something.

Q1 : So basically how to you consider a Lead as a not interrested in your experience ? after no reply to certain amount of mail ? what is the good rule

Q2 : How to you correctly qualify a non interesting lead at this moment bu which could raise up again in future ?

Today I have to say that my Lead section is spoiled with a lot of simple email adress and have no idea our to organise them correctly. I have understood that a Lead should be qulify fast as a good or not good in order to concentrate on something else.

Thanks for sharing your rules and the way you organise them in order for me to be more productive in that lead qualification

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  • Suggested answer
    JohnAnonymous Profile Picture
    5,241 on at

    You could do two things in my opinion:

    1. Deactivate / disqualify a lead when it's not interested. You can activate it again when it show interest.

    2. Give the lead a status and use that in your views. E.g. use status cold when it's not interested, and warm or hot when you are communicating with a lead.

    I would never delete a lead when it show no interest.

  • Community Member Profile Picture
    on at

    ok will try to proceed that way.

    In which way in your process you are following a lead whenit has been enter the first time in CRm ?

    1 Are you calling him and propose right away your service ?

    2 Are you sending a first email and ask him to contact you

    3 Are you sending a last email to see if any reply

    4 or are you calling

    Do you have a kind of step by step guide processing for lead?

    Then at this time only you are decinding to close it ?

    What is the rule your sales or marketting apply internally for leads ? experience from other could help me may be to correct my rules or my process as we are a small company and may be we are not doing things correctly

  • Verified answer
    JohnAnonymous Profile Picture
    5,241 on at

    These questions are very dependent on culture, product, company, type of customers etc. There's no good answer. The best i could advice you is to test different scenario's, gather data en analyze what's best for you.

  • Community Member Profile Picture
    on at

    Hello! Tenfold offers seamless MS Dynamics integration to help your agents close leads faster. Here's a list of the functions you will get when you integrate with Tenfold: www.tenfold.com/.../dynamics

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