BlogCRM functionalitiesHow to manage leads and contacts acquired online

How to manage leads and contacts acquired online

Trade in products and services is moving you more and more to the Internet. No need for personal contact, signing a paper contract, freedom of purchase time and convenience make the e-commerce market steadily growing/ The customer does not waste time meeting with a sales representative or trips to the company’s headquarters. When looking for a company in an industry such as photovoltaic, construction, installation, tourism or many others, it does not have to use a local company that is on the ground. It can choose one with the best offer.

How to get contacts/leads on the Internet?

What steps should a company take to get as many people as possible to learn about its offerings? How do we get leads from customers interested in our services?

  • A company website that allows you to learn basic information, offerings and send a request for contact is a must. Consumers want to know the basic parameters of an offer or the opinions of other customers before making contact.
  • It’s a good idea to set up a Google account and add a Google My Business card, which will make your business more visible in the search engine and on Google Maps.
  • With a Google account, you can invest in Google Ads marketing campaigns to get requests from people interested in the service.
  • Facebook company page – allows you to build relationships with current and potential future customers. Those interested in the offer can send a message, call, or go to the website and submit an application.
  • Investing in a Facebook Ads campaign that generates company ads to a targeted group of Facebook users allows you to acquire contact leads.
  • Acquiring customers by receiving leads through Google Ads and Facebook Ads is only the first step to success. You need to properly manage the requests and contacts you receive in order to achieve your goal of getting a deal done. SalesWizard’s CRM system will be helpful in managing leads.

What is the SalesWizard system?

SalesWizard is an online quoting system developed by software company 4B Systems. It is a CRM (Customer Relationship Management) system. The acronym translated means customer relationship management. Such a system is designed to automate, streamline and support the entire process of contacting a customer, starting with receiving a request through telephone contact, generating a quote, signing a contract, seeing to the completion of an order, and ending with a satisfied customer.

Why implement SalesWizard in your company?

  • The CRM system allows you to systematize information. All key information, customer data, contracts, offers, contact history and other data are in one place. There is no need to create dozens of reports in Excel or record meetings in a notebook. SalesWizard thus allows more efficient management of the entire sales and quoting process.
  • A fixed annual or monthly subscription provides certainty of system costs for the future. Even with the growth of the company and the systematic increase in the number of employees and customer base.
  • Ability to generate an offer and send it to customers.
  • Sending SMS and emails from the system. These functions allow significant time savings and control of the communication thread with the potential customer.
  • By integrating SalesWizard with Autenti’s electronic signature, contracts can be easily concluded. The agreement can be signed by both parties in a few minutes without the need for a meeting or sending documents by mail.
  • SalesWizard can be integrated with ongoing online marketing campaigns, so that requests from people interested in an offer will be imported directly into the system, awaiting further processing by users.

SalesWizard features to help manage leads

SalesWizard has a lot of functionality to help manage the leads that will be added to the system.

We have a contact for the customer initially interested in the service. How will SalesWizard help you handle the lead? What features of the system will be helpful?

  • Set service statuses – the ability to create different statuses for contacting a customer, e.g. application, submission of a bid, sending a contract, contract signed, order completed. Case statusing will allow segregation, providing better management and control of the effects of work on contacts/leads.
  • Set tasks – each user can create tasks for a given due date for each contact. This ensures that the user will not skip any service step or forget to call the customer. With so much competition in the market, it is important to be on time and in constant contact with the customer.
  • Create notes – each customer has a separate thread in the system. The threads show the history of the contact, and you can also add notes with information, for example, after a phone contact with a customer.
  • Web offer generator with photos, logos and the most important information so you can easily and quickly prepare an offer for a client and send it to him through the system.
  • Automatic reminders – the administrator can set a deadline reminder for each service status. For example, with the status of the contract sent for signature, you can indicate a 5-day period – if the user does not change the status of the customer for these few days – he will be informed that the deadline has passed.
  • Integration to allow SMS and e-mail from the system – users can send messages to customers while getting feedback with confirmation of delivery or opening.
  • The contract template generator will allow you to quickly and automatically complete the contract and send it for signature.

Example of online lead management in SalesWizard

Let’s assume that a photovoltaic panel installation company, thanks to a Facebook Ads campaign, receives a lead with contact information for a person who is initially interested in the service. The request is imported into the SalesWizard system. How to properly manage the notification received?

  • The user contacts the customer by phone, introduces the product and service, and obtains the information needed to prepare an offer.
  • The user adds a note to the contact’s thread with a summary of the conversation and, based on the collected information, prepares and generates an offer for the customer.
  • Once the above steps are completed, the contact is dragged (on a drag and drop basis) to the next handling status (e.g. Offer sent).
  • The user schedules work by creating tasks at the contact, such as scheduling a phone call or conversation discussing an offer.
  • If the customer has opted for the company’s service, the user generates a contract in the system and sends it for the customer’s signature.
  • The sales management user has the ability to sort the applications and see how many of the applications received were rejected (and for what reason) and how many have a chance of being signed. Your sales opportunities are subject to easy scrutiny.
  • Set a task for the next date to remind you to sign the contract, or possibly answer questions that have arisen or drum up objections.
  • Once the customer signed the contract, the effect was achieved – all that is left to do is to complete the order!

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