Automate workflows throughout the sales cycle
From capture to conversion, automate workflows at every stage of the sales cycle. Watch leads flow in to your CRM and the deal status change to "closed-win" guided by automation.
Accelerate lead movement
Monitor lead activities, statuses, and interactions across the entire sales pipeline. Follow up with leads on appropriate channels to move them over to the next stage.
Align sales and marketing
Ensure that sales and marketing teams are always on the same page. By automating key workflows and approvals across various touchpoints, you can make sure that both teams are aligned on lead management, optimizing processes, and revenue goals.
Automate every aspect of lead management
- Lead capture
- Lead Qualification
- Lead Nurturing
- Lead analytics and reporting
Lead capture
Automate lead capture
Capture leads from multiple sources, such as web forms, landing pages, and marketing campaigns. Send them to your CRM automatically and set them up for nurturing based on the source.
Intelligent lead routing
Assign leads to the appropriate sales team member based on criteria like territory, industry, or lead source, and ensure that leads are always assigned to the right salesperson.
Avoid duplicate leads
While pushing leads from CRM, set up verification criteria to ensure there are no duplicate entries.
Lead Qualification
Automate lead scoring
Score leads based on behaviors like engaging with your drip campaigns, signing up for a free trial, or adding items to their cart. Couple that with demographic data to assign the right scores to leads for sales to follow up on.
Dynamic lead segmentation
Segment leads based on criteria like industry, company size, or purchase intent. Assign leads to the right salesperson based on experience and expertise in a specific segment.
Lead profile enrichment
Enrich lead profiles with data from different sources, such as social media mentions, support interactions, and other touchpoints. The more data a lead profile has, the more effectively it can get segmented and handed over to the right salesperson.
Lead Nurturing
Personalized nurturing sequences
Create personalized email sequences for leads based on source, territory, industry, or business size. Assure prospects receive tailored information about how your product or service can be of help.
Automate follow-up reminders
Deliver reminders to the right salesperson whenever a lead crosses a specified stage in the sales cycle. Ensure that interested leads don't slip through the cracks.
Streamline lead handoff
Create workflows in your CRM that automatically assign MQLs from different sources to the right salesperson, based on lead scores or other custom parameters. Make certain smooth lead handoff from marketing to sales.
Lead analytics and reporting
Get lead insights
Find out what type of leads convert the most and which lead source is most effective. Gather data from your CRM to generate reports that analyze both the best and worst performance leads.
Track sales-rep performance
Evaluate the performance of sales reps by pulling up key metrics like average deal size, conversation rate, and deal slippage. Create comprehensive reports that provide a clear picture of their performance.
Improve campaign performance
Gather key campaign metrics like engagement, conversion rates, and MQLs from various marketing apps. Automate the creation of campaign reports using reports from different apps to clearly see which aspect of the campaign needs attention.
Discover how SHARC Energy uses Zoho Flow to automate its lead management operations
Read case studyUsing Zoho Flow, we're able to tie together different Zoho applications into a cohesive and sophisticated system. It has also enabled SHARC to avoid messy external solutions, like Zapier, that can be a struggle to maintain and create more costs. Zoho Flow directly saved staff from having to input or interact with the system unnecessarily and improved accuracy by reducing human error.
Mike Tanyi
Director of Marketing and IT, SHARC Energy
Connect your lead management apps to Zoho Flow
Create custom integrations with the apps you use every day for managing your leads.
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