LEAD MANAGEMENT

Streamline lead management

LionO360 lead management allows you to set task reminders, maintain contact records, track lead activity, and optimize time spent. With AI-based lead scoring capability, you can get to know the lead quality and can prioritize the leads accordingly out of the bulk leads data.

With customizable lead funnel stages and bulk import/export of leads, converting qualified leads to prospects or customers becomes that much easier. With the LionO360 system, easily generate all of the leads' information by a simple email search.

Lead Automation - Automatic prioritization & personalization of customer interactions

With LionO360's Automated Lead Management, you can define automatic workflows when a lead is created, edited, and meets your defined criteria. Users can schedule time-dependent and instant actions for leads. Sending welcome or follow up emails automatically, updating any field of a lead in the CRM, or assigning tasks is just a one-time setup and a few clicks process to create.

Customizable Stages

Ensure regular outreach to continuing revenue from existing customers. For instance, customers who do not place orders continuously for 90- days can be marked as ‘inactive’ to prompt follow-up. Increase productivity and drive progress through the sales funnel to close more deals faster.

Our Lead module consists of different stages depending on where the contact is in your sales cycle. What makes this module extremely useful is that each stage is totally customizable wherein you can configure and keep stages that you need in your system indeed.

Check Duplicate Leads

To bring clarity and accuracy to your lead data, LionO360 CRM is equipped and allows you to check duplicate lead data. This functionality will strengthen your sales team with reliable data which in turn promotes efficiency and stimulates the processing of closing the leads.

With the help of audit reports, users can track and access the changes made in the leads data to be leveraged further accordingly. Get a unified view of all the existing and updated information in the leads data helping to better understand and optimize the lead information.

Leads Details

You can connect multiple contact people to a single lead record, set account types to include former customers, and add multiple opportunities to an account.

View charts and graphs to analyze what is and isn’t working in your lead generation so you can improve your business and help your salespeople achieve their goals.

Improved sales activities with Task Management

Powerful sales process automation enables you to analyze and optimize your lead generation and sales efforts. Increase your close rate by promptly following up on inbound leads and dedicating the most time to nurturing high-value opportunities through automated lead scoring. You can set a variety of tasks, goals, and reminders for your team as well as create a seamless workflow to drive improved efficiency and elevated productivity.

Business Card Reader

Users will now have the option to scan business cards and populate all the data from the business card to the lead field in the LionO360 system automatically.

This feature is going to greatly benefit field teams as well as those who are networking on the road or at a trade show, easily scan business cards of visitors one meets at a booth or in the field.

AI-Based Lead Scoring & Customer Grading

With AI-based lead scoring capability, you can get to know the lead quality and can prioritize the leads accordingly out of the bulk leads data.

Using AI-based customer grading, check your customer eligibility for your products or services based on geolocation, yearly turnover, number of employees in their company, etc.

In addition, track your prospects' missing information in just a single view helping your sales team to focus and prioritize the same to improve the sales funnel.

Revealing actionable insights enables you to improve the lead score and increase the potential of closing the leads.