Salesforce Features

Lead Management

Servlet_27Managing leads effectively and optimizing lead flow across sales and marketing are critical to achieving sales success. With Salesforce you can track prospect inquiries and seamlessly route qualified leads to the right people so sales reps get instant access to the latest prospects and leads are never dropped or lost.


This feature is available in group, professional, enterprise, and unlimited edition.

Training and Documentation

AppExchange Components

Application Quick Links


Leadmanagement

Feature Details

  • Online Lead Capture: Easily create forms to capture leads from your Web site directly into Salesforce and automatically send a personalized response that based on information supplied by the customer.
  • Automatic Lead Routing: Set up lead queues and lead assignment rules to automatically route leads to the right sales organization or rep based on customized business rules.
  • Lead Search and Merge: Ensure that reps can easily identify prior interactions with a lead before following up. Easily merge duplicate leads with existing leads, contacts, and accounts.
  • Email Prospecting: Empower reps to send personalized, high-impact, template-based email messages to prospects in large numbers and to easily track responses.
  • Lead Tracking: Monitor leads end-to-end - from creation to conversion - with capabilities that include automatic date/time stamping, campaign or lead source tracking, lead status changes, and lead activity management.
  • Security Controls: Allow reps to access leads in their own territories only and to manually share specific leads with other users. Manage secure channel partner lead assignment.
  • Lead Conversion: Convert qualified leads to sales opportunities with a single click. Notify field sales reps when deals are assigned to them.
  • Import Wizards: Quickly import leads from offline sources, such as trade shows, seminars, and direct mail, and eliminate manual data entry.

The product feature page on www.salesforce.com includes an overview of: online lead capture (web-to-lead), lead search, automatic lead routing, lead tracking, qualification and conversion. Find out more by visiting the Lead Management page.

4 Comments Bookmark

4 Comments

baltazar
August 31

after calling a prospect thay ask me to call them in 180 days what is the process to ensure the prospect is not called / seen until then.

Jamie
September 1

Your best bet is to assign yourself a follow up task for 180 days out.

Ann
May 3

When should I de-activate a campaign record? I'd like to limit the list that's accessible to the sales team to prevent associating to a past event, but I need to keep a full year or two of campaigns accessible for managment review.
Sebastien Lhomme
June 13

I would just like to let you know that there is an alternative solution to capture leads from your website online forms. The Application is called FormVester and allows you to easily generate leads form any of your existing online forms directly into salesforce. No need to reprogram, manipulate or even replace your existing form to activate the web-to-lead functionality! If you have several forms on your website, or complex forms that would be time and money consuming to recreate…this application is definitively made for you. You can find it for free on the AppExchange Directory.
I hope it would help many of you!