Lead Management in Salesforce


Leads are the backbone of any business. Converting leads to clients is the thing that it takes to stay in business. By dealing with your leads in an organized way, you can build both the quantity of leads you create and what number of those leads you convert.

Most organizations utilize a three-stage process for handling leads: Marketing nurtures leads, inside sales qualifies the leads and sales eventually close opportunities. Others utilize only two steps: Marketing converts leads to opportunities when they meet agreed upon criteria, for example, a high lead score. Sales then takes over and work on opportunities.

Regardless which process your organization uses, Salesforce is flexible enough for both scenarios. There are few things you need to know about Lead Management in Salesforce.