Lead Management

Salesforce Opportunity Management and Lead Management

What are some of the key reasons for the decline of the lead conversion ratio?

Jeff Bezos, sales manager at a logistics company, is fed up with not having a proper track of the follow-ups to their leads. Often, he finds himself tallying the number of contacts made with the lead by a particular team member. He finds this task to be overly time-consuming and tedious.

The traditional CRM system that they use allows them to manage their data, but it does not automate the lead nurturing process. Hence, this affected the entire sales pipeline and the lead conversion ratio also declined.

dont miss out iconDon't forget to check out: Lead Conversion In Salesforce | Best Practices

How Salesforce Lead Management and Opportunity Management helps with seamless sales workflow?

Jeff Bezos ran a marketing campaign for the company’s latest product. They received several leads from the campaign which he assigned to his team members. Using Salesforce Lead Management, Jeff Bezos is now able to route and assign leads to the right people. His team is able to track all the information about their CRM leads. The activity timeline allows them to view and access up-to-date contact information and relevant documents.

With Opportunity Management, the sales team gets thorough insights into customer’s activity. This feature allows them to forecast the probability of sales closure. Jeff Bezos can now keep his team informed in real-time regarding the ongoing discussion with their customers using the Salesforce mobile app. The built-in quoting allows them to generate automated quotes and PDF from an approved template. It also enables the team to directly send the quotes to their customers via emails.


  • Sales forecasting
  • Share information that needs immediate actions in real-time
  • View inter-operational information like issues and lead journey
  • Streamline the sales process

dont miss out iconCheck out another amazing blog by Softweb here: 5 Reasons Why You Should Say ‘YES’ to Salesforce Mobile App

Automate your sales cycle and get insights on your lead with Salesforce Sales Cloud. It helps you to efficiently distribute and qualify leads as well as convert them into opportunities. With our Sales Cloud demo, you will be able to get insights on how to:

  • Get a 360-degree view of your sales process
  • Automate the prospect-lead-opportunity cycle
  • Address your customers’ requirements

See the demo here: https://bit.ly/3q3TDwv


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