What is Lead Management?
Lead management in Salesforce Sales Cloud is a comprehensive process that encompasses the entire lifecycle of a lead, from initial capture to conversion into an opportunity. It is designed to streamline and automate the lead management process, ensuring that sales teams can efficiently manage potential customers, prioritize leads, and ultimately drive sales.
Several steps are involved in Lead Management. Here’s a detailed explanation of how lead management works in Salesforce Sales Cloud:
- Lead Capture
- Lead Assignment
- Lead Qualification
- Lead Nurturing
- Lead Conversion
- Lead Reporting and Analytics
- Automation and Workflow
- Data Quality and Duplication Management
- Integration with Third-Party Tools
- Mobile Lead Management
- Security and Permissions
Lead Capture
Lead capture is the first step in lead management, where potential customers’ information is collected from various sources.
Sources of Leads:
- Web-to-Lead Forms: Salesforce allows you to create forms that can be embedded on your website. When visitors fill out these forms, their information is automatically captured as a lead in Salesforce.
- Email-to-Lead: Inquiries sent to specific email addresses can be automatically converted into leads using email integration tools.
- Social Media: Leads can be captured from social media platforms like LinkedIn, Facebook, and Twitter using integration tools.
- Manual Entry: Sales reps can manually create leads by entering details directly into Salesforce.
Lead Fields:
Key fields include Name, Company, Email, Phone, Lead Source (where the lead came from), and Lead Status (indicating the stage of the lead in the sales process).