In simply CRM, Lead is an unqualified customer; with systematic follow ups and earnest efforts, you can identify potential prospects. Generating Leads is supposedly the first step of Sales Process in simply CRM. A Lead record maintains information about a person, and the company he is associated with. You might generate leads from Trade shows, Purchase Lists, Advertisements, Website, Business Cards or through a referral. The responsibility of sales agents is to introduce Leads into the system, organize, filter and qualify the prospects. In the B2B model lead represents a company, whereas in B2C model lead represents a person.

Capturing Leads

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Simply CRM offers different methods of generating leads. If you have information in the form of a .csv or .vcf files, you can be able to import records within just a few clicks. Capturing leads from website is said to be one of the easiest and inexpensive techniques to generate leads. If you would like to create leads individually, you can go for manual filling or quick create.

Lead generation methods in Simply CRM

Entering Leads Manually

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You can enter lead details manually from Leads Module. This might come handy if you will have to enter Lead details individually.

Follow few simple steps to create Leads manually

1. Click All drop-down
2. Click Leads
3. Click Add Record button
4. In the create lead view, fill necessary fields
5. Click Save

Quick Create

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Quick create helps you to create lead records with basic details. This might be helpful if you are running out of time.

Follow few simple steps to create lead records through Quick create

1. Click plus icon in top right corner
2. Click Lead
3. In the create lead view, fill necessary fields
4. Click Save

Importing Leads From Existing Files

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simply CRM supports importing leads from external sources such as .csv and vcf files. You can import lead records in bulk if you’ve purchased lead lists, gather leads from different Sources etc. As it saves lots of time and efforts, it might come in really helpful to your sales team to import thousands of records instantly. Learn more

Capturing Leads From Website(s)

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Capture leads right from your website! You need not have to have any technical knowledge to do this. Create a web-form and copy the html content to your website. Your website visitors are no strangers anymore. Instead, they will be captured as lead records in your simply CRM. Learn more

Creating a lead record of your email

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Mail Manager is an integrated email client that allows users to perform CRM related actions on incoming email. It helps you create Leads, Contacts, Organizations, Trouble Tickets and To Dos from the emails that you receive in your Inbox. Learn more

Qualifying Leads

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Simply CRM provides an intuitive platform to track and manage leads. Not all Leads will bring in revenues. Classify leads, distinguish leads that hold potential to become sales, and follow up accordingly. This will enormously reduce efforts and saves time of your Sales team members; As a result, they can spend time only on set of leads that are very likely to purchase your product.

Creating Filters

Filters play an important role in classifying records. This helps your sales team members to filter lead records with desired criteria. You can be able to limit your search to selected columns and search criteria. You might categorize Leads upon the Sales Stage, Lead Source, Rating etc. You can also create Custom Fields and filter with Custom details. Learn More

Scheduling Events and To dos

Customers, they really like timely follow ups. This could be the best way to capture attention or to create an impression. You can schedule meetings, calls, and to-dos to follow up prospects. Follow ups will bridge the gap between your sales team and Customers. With simply CRM, hopefully, you will not miss one. Learn More

Sending Emails

Sending emails could be the best way to market your product. You can automate sending emails or you can send them manually. With simply CRM, you can send customized News letters and predefined templates. Interestingly, you could also see the statistics of the emails sent and emails read by your customers.Learn More

Converting Leads

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Once a Lead is qualified and determined to be a potential sale, the Lead can be converted to an Opportunity. A Contact record and Organization record will be created simultaneously to store the personal information and company information.

Steps to convert a Lead

1. Click on the Lead record you intend to convert
2. In the detail view, Click Convert Lead Button
3. In the convert Lead pop-up, you can modify the existing values and transfer related records.
4. If there is a chance of an immediate sale, un-check Opportunity check-box.
5. Click Save

B2C Model

If you are dealing business only with a Contact, you can remove the mandatory status of Company field in Leads Module and un-check Organization check-box in Lead Conversion pop-up; As a result, only a contact record will be created upon Lead conversion.

Mapping Fields

Simply CRM helps you to map Standard fields and Custom fields before converting a lead to Contact and Organization, or an Opportunity. The field values will be transmitted to the selected target fields. This will ensure that the data will not be lost upon Lead conversion.

List of standard fields that are mapped by-default in Simply CRM

Lead Field	Field Type	Contacts Field	Organizations Field	Opportunities Field
Annual Revenue	Currency	Annual Revenue
City	Text	Shipping City
City	Text	Billing City	Mailing City
Company		Organization Name		Opportunity Name
Country	Text	Billing Country	Mailing Country
Country	Text	Shipping Country
Description	Text Area	Description	Description	Description
Email	Email	Email	Email
First Name	Text		First Name
Industry	Pick List	Industry
Last Name	Text		Last Name
Lead Source	Pick List		Lead Source	Lead Source
No Of Employees	Integer	Employees
Phone	Phone	Phone	Office Phone
PO Box	Text	Shipping PO Box
PO Box	Text	Billing PO Box	Mailing PO Box
Postal Code	Text	Billing Postal Code
Postal Code	Text	Shipping Postal Code
Rating	Pick List	Rating
Salutation	Text		Salutation
Secondary Email	Email		Secondary Email
State	Text	Shipping State
State	Text	Billing State	Mailing State
Street	Text Area	Billing Address	Mailing Street
Street	Text Area	Shipping Address
Website	URL	Website

Standard fields will be automatically mapped but the custom fields should be mapped manually. With only few clicks, you’ll be able to map fields in the lead record to fields in Contacts, Organizations and Opportunities. However, auto-generated fields such as Created Time, Modified Time and Lead Number cannot be mapped

Steps to modify the existing fields or map custom fields

1. Click All drop-down
2. Click Leads tab
3. Click wrench icon in the top right
4. Click Edit Field Mapping
5. Click Edit button modify existing field settings or map custom fields
6. Click Add Mapping button; Consequently, new set of fields (place holders) will be added to map custom fields.
7. Select the source field and map it to the target field accordingly.
8. Click Save