Sales CRM
Last updated
Last updated
Table of Content
Deals
Q. What are leads in the sales CRM process? A. Leads are individuals or companies who have shown interest in your products or services but have not yet made a purchase.
Q. How are leads generated? A. Leads may be generated through various channels such as website inquiries, social media engagement, trade shows, or referrals.
Q. What is the goal of managing leads? A. The goal is to qualify and nurture leads to eventually convert them into paying customers.
Q. What are deals in the sales CRM process? A. Deals, also known as opportunities, represent potential sales transactions with qualified leads.
Q. How are leads converted into deals? A. Leads progress through the sales process and are converted into deals when they express serious intent to purchase.
Q. What is the purpose of managing deals? A. Managing deals involves tracking the progress of potential sales and ultimately securing them as paying customers.
Q. What are clients in the sales CRM process? A. Clients, also referred to as customers or accounts, are individuals or organizations that have completed a purchase and have an ongoing relationship with your business.
Q. How are leads converted into clients? A. Once a deal is successfully closed and the customer makes a purchase, the lead is converted into a client.
Q. What is the focus of managing clients? Managing clients involves providing ongoing support, nurturing relationships, and potentially upselling or cross-selling additional products or services.
In summary, the sales CRM process begins with generating and nurturing leads, progresses to managing potential sales opportunities as deals, and culminates in building and maintaining relationships with clients as paying customers.