BlogCRM functionalitiesCRM system with sales leads

CRM system with sales leads

The CRM system in most companies on the market is designed to organize requests, potential clients and customers into a single tool. What if the company is unable to generate new inquiries, service requests on its own? If the influx of customers from the company’s websites, phone calls, and meetings with salespeople is too small, it is worth considering the purchase of a CRM system together with a marketing campaign that will provide such potential customers. In this article you will learn more about the proposed solution, which will soon be available at

What is a sales lead?

Let’s start with the basic question – what basically is a sales lead? This is a person or company potentially interested in your company’s services or products who has approached you through various types of channels. Leads on the Internet can be acquired organically (through SEO, website), or with the use of advertising campaigns on services such as TikTok, Google Ads or Facebook Ads.

What data can a sales lead contain?

Leads are primarily contact information for a potential customer – his or her name, phone, email, organization name. If you care about additional parameters of the lead, you can solicit such data as the product the contact is interested in, preferred contact hours, description of the problem (message) the customer wants to solve. The extent of the information contained in the funnel will significantly affect its quality. The less information it contains, the lower the potential customer’s intention of wanting to buy your service/product. If a contact has spent more time filling out a more advanced form, we can assume that he or she is realistically interested in your offer.

How do you increase the number of leads your company receives?

The answer to this question involves a number of steps and tasks that need to be performed in order to receive an application from a potential customer. You can get leads to your business organically, which means a sizable investment in website content and SEO, acquiring external links, product or service reviews, reviews on independent sites. You can also get leads through marketing activities – advertising your services or products on services for this purpose. Currently, the main platform for acquiring leads is Google’s search engine in the advertising section (Google Ads) and Facebook. If you are unfamiliar with online marketing and campaigning, you will need to hire a professional interactive agency or freelancer who can create, optimize and run your company’s marketing campaign.

How do you manage leads to capitalize on a sales opportunity?

Acquiring leads is just the beginning of the journey in converting them into customers. The team handling the leads should be professional, well-prepared for the call, have appropriate call scripts, and know the answers to the most frequently asked questions. The second issue is the tools the sales team works on and how it handles leads. Even a well-parameterized campaign, acquiring dozens of leads for the company, can fail if the service team does not have a lead management tool.

Is a spreadsheet the solution?

Definitely not. The spreadsheet will, of course, allow us to annotate important information, even status queries. With cloud solutions such as Google Docs and Google Sheets, multiple vendors can work on a single sheet. However, Excel, Open Office Calc or other such programs, will not remind us of the task, will not allow us to automate some sales activities, quoting, sending SMS or emails. Your company will need an advanced CRM system.

Combining a CRM system with lead generation

SalesWizard CRM is prepared to import and handle leads/contacts, accept requests from external services like Google Ads or Facebook. If you don’t want to run an online campaign yourself or outsource it to a third party, check out our offer – a CRM system with leads. As an additional service, you will receive a fully functional CRM system along with leads that will go straight into your system. You will receive leads specific to your industry in the quantity you order.

Specjalista ds. marketingu prawniczego, systemów CRM, generowania leadów dla firm i kancelarii prawnych.

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