Your CRM can help you optimize your lead generation process, but first, you have to know that lead generation poses a whole new set of challenges in today’s tech-driven world.

Without high-quality information and focused insights, reaching out to every target user who visits your website or expresses interest in your offerings can be a Herculean task. Both of these cannot be accomplished without a system for collecting, storing, and sorting huge amounts of visitor data. It’s for this reason that your CRM system plays such an important role in lead generation.

In order to add momentum to your lead generation efforts, here’s how to leverage it the right way:

1. Determine your needs

Understanding and determining the role that CRM software will play in your lead generation initiatives is essential before investing in one. By defining your needs and goals in advance, you can choose a CRM that best fits your email marketing needs based on its features.

Are all departments likely to adopt the CRM, or only a few? How will the CRM automate your processes? How much user data do you expect to collect? Will it be segmented and analyzed?

If you can answer these – or similar – questions, you will be able to identify the best software for your immediate and future needs.

2. Centralize your data

Business’ efforts to use the right insights at different stages of the marketing and sales funnel have been stymied by siloed information. As a result, conversions are compromised.

Because CRM solutions are effective at collecting, storing, and retrieving information when necessary, centralizing all customer and visitor information should be your first priority. Thus, you will be able to meticulously document and track the concerns and inhibitions of your potential customers. Having this knowledge, in turn, allows you to identify pain points and offer concrete solutions through email.

3. Examine your data

One of the greatest strengths of CRM is its ability to process large amounts of data and present it as valuable insights. Your lead generation efforts should be built on these data insights. In terms of real-time analysis of lead generation marketing efforts in generating sales and profits, this is perhaps the most important.

An analysis of CRM data insights and marketing efforts, for example, can help you distinguish between campaigns that result in high sales but low profit margins from those that generate high profits but fewer sales.

4. Manage the pipeline of leads

It’s one thing to get leads, but it’s another to turn them into customers. Marketing and sales executives often have a long, arduous road to conversion from lead generation. However, your CRM software can streamline the process of making a lead in the pipeline become a paying customer (preferably a repeat customer).

The ability to track interactions allows you to prioritize leads with a higher chance of conversion at every stage of the marketing and sales funnel. Moreover, CRM platforms offer analytics that can also help you identify which sales opportunities offer the highest value.

By managing leads in the sales pipeline consistently and consistently, the CRM software leads management feature ensures no opportunities are missed for conversion. Increasing revenue requires more effective lead generation. You can convert any form on your website that is filled out by a potential customer into a lead by simply using the form-to-lead features.

CRM Runner allows you to view comprehensive company reports, complete sales activities, and view communications records all in one place, so you can handle leads with ease.

We can show you how CRM Runner’s CRM software can transform your small business! Contact us today!