Watch how we strengthened the connection between Marketing and Sales with one simple enhancement.
In today’s digital landscape, effective lead qualification is crucial for converting prospects into loyal customers. In this video, we explore how one of our clients leverages a customized version of the Lead Qualification Process we developed to streamline their operations.
A Unique Setup
Interestingly, this client doesn’t utilize the Opportunities feature of Dynamics 365—nor do they use Dynamics 365 at all. Instead, they have opted for a tailored Power App called CRMPlus365 that suits their specific needs. Despite this unconventional setup, the client successfully tracks and qualifies leads, recognizing that each lead holds the potential to evolve into a Customer.
The Importance of Tracking
Marketing plays a significant role in this firm’s strategy. Every account entered into their system is assigned a source code, which is critical for tracking marketing efforts. The thoroughness of their tracking extends all the way through to their ERP system, where source codes are applied to orders. This meticulous approach underscores the necessity of accurate data entry from the outset.
The Qualification Process in Action
Let’s take a closer look at how the process works. We begin with a lead named John Smith. As we qualify this lead, our Custom Lead Qualification Process activates, guiding us seamlessly through the necessary steps.
- Creating Accounts and Contacts: The system allows for the creation of a new account and a contact, mirroring the functionality found in our Custom Lead Qualification Process. Users can either establish a new record or link to an existing one.
- Filling in Essential Information: As we proceed, the system prompts for the source code. This is a non-negotiable step for our client; without this information, they cannot move forward.
- Effortless Data Entry: Filling in the source code is made simple with a search feature. Users can click on a magnifying glass icon, search for the relevant name, select it, and continue the process.
With these steps completed, we have successfully created an account for John Smith and his company, complete with the necessary source code filled in.
Conclusion
This customized Lead Qualification Process not only enhances our client’s ability to manage leads effectively but also integrates seamlessly with their marketing tracking requirements. By focusing on their unique needs, we’ve created a solution that fosters growth and ensures that every lead is qualified accurately. Through innovative tools like CRMPlus365, businesses can optimize their lead management processes and ultimately drive better results.
