CRM Lead Management in M1

Improve sales productivity, boost win rates, and grow your revenue. With M1 Lead Management you get all the Customer Relationship Management (CRM) capabilities you need to communicate with your prospects and customers and close bigger deals faster.

Lead management

Display critical details about the deals your sales staff is working on:

• How much each deal is worth
• Who you’re competing against
• What stage the deal is in
• Record the expected close date and potential revenue each lead should generate

Quickly and easily create quotes from within the Lead Management module:

• Automatically populate a quote with relevant customer data
• Generate PDF acknowledgement and email directly to customer or prospect
• Predict future potential revenue with sales forecasting reports, graphics, charts, and calendars

Milestones

Milestones show the age each lead is in:

• Assign a confidence factor to the milestone to record the likelihood of a lead converting to a sale
• Use milestones to develop a successful sales process flow and sales forecasting reports

Marketing campaigns

Create a campaign for each marketing activity you perform:

• Optimise campaigns from lead to close 
• Show the impact of your marketing activities on your company’s bottom line
• Assign campaign start and end dates, the cost of the marketing activity, and the revenue generated
• Make smarter decisions about where to invest marketing dollars
• Use this information to identify the most effective marketing strategy for your business

Analytics

The Lead Management module gives you a real-time, personalised view of your business through reports and Executive Dashboard information. Everyone from executives to sales reps is a click away from the information they need to answer key questions and manage their business success.

Resolutions

Track the reasons why leads are closing. Analyze their solutions to understand how your product or service fits in the marketplace.