Leads in Salesforce are standard objects where people or entities have shown a level of interest in your business’s products or services but isn’t considered a potential customer just yet. Leads should provide some personal information such as their contact information so you can follow up with them at a later stage.
Considered the initial point of entry for potential customers into a sales pipeline, your Sales representatives and marketing teams will be able to track and manage leads through the sales process using the world-leading CRM software, Salesforce.
Using Salesforce you can customize the sales process to match your specific company workflow. The Sales workflow typically includes stages such as: unqualified leads which means details have been captured but no evaluation has been conducted to see the lead’s potential as a customer; contacted leads have been contacted by your sales team to gather more information about whether the lead is a good candidate as a customer; leads that show genuine interest in your offering can be considered as qualified and are moved into the next stage in the sales process; leads that have good potential to be customers are now considered opportunities and more details are captured; now that the lead has progressed through the sales process it can be considered won or lost, if the lead has made a purchase it is considered a won o[opportunity but if the lead does not convert into a customer it is considered lost.
Salesforce is your top tool when it comes to creating and managing leads effectively. You can easily track the stage your lead is in and move to the next step using the powerful Salesforce tools and features.
How to Boost Your Leads in Salesforce
Boosting leads in your Salesforce should involve strategies to generate more leads in combination with optimization of your lead management process to convert those leads into a won opportunity.
To help improve your lead generation you can focus on creating high-quality marketing content that can draw potential leads to your company website, increase your efforts on social media by interacting with your followers directly and driving them to your website, utilize paid advertising such as Google Ads to make sure you are reaching the right audience, and most importantly you will need to optimize your website to ensure your website has a strong online presence.
Salesforce offers Web-to-Lead forms that your business can implement to capture lead details directly, there are also a number of trusted user-friendly third-party tools you can use. Your forms should be user-friendly and only ask for necessary information to ensure that the data captured is meaningful. Once you have captured the details of a lead, make sure you follow up with them. This can be done via lead assignment so a sales representative can reach out or create automation to send the lead information as soon as their information is captured.
Make sure you score your leads to identify the qualified leads, your team should only focus on leads with potential. This can ensure you aren’t wasting time following up on an unqualified lead that probably won’t ever make a purchase from your business.
Your lead integration should also be integrated with your CRM platform. Salesforce offers powerful analytics and reporting tools so you can track trends when it comes to generating leads and turning them into customers. Make sure you use this data to make continuous improvements to your lead generation processes.
It is important to focus on quality marketing strategies to get your message to the right audience, make sure you pay special attention to SEO so your website is seen by the masses. By targeting specific audiences and providing them with a tailored product or service offering you can help turn those leads into paying customers.
Alternatives to Grow Your Leads
If you want the benefits of Salesforce web-to-lead solutions with no steep learning curve then you can search on the Salesforce AppExchange for a trusted third-party solution. These platforms are designed to integrate with Salesforce to enhance your experience. One great choice is Titan Web, this no-code tool offers multi-patented bi-directional integration with Salesforce. Titan offers features such as conditional logic, a drag-and-drop form builder, populated lookup fields with your Salesforce data, and extensive customization options so you can match the look and feel of your business with no need for extensive coding.
How Salesforce Leads Can Generate Profit
Leads can generate profit for your business if they are managed correctly. You will need to track and nurture your lead throughout the entire sales process which includes segmenting your leads into audience types and creating marketing content designed specifically for each audience segment.
Using Salesforce you can gather information about a lead’s past purchases to gain better insights into what specific products and services the lead would be interested in. Leads that you convert into customers should still be tracked in your Salesforce, this can help track trends in purchasing trends as well as preferences, and a large database of loyal and satisfied customers can help to ensure long-term financial success.
Satisfied customers can often be your best marketing tool and they can refer their friends and family to your company. Referral business is highly profitable as you do not need to sell these customers your goods and services because your satisfied customers have already done that for you.
Salesforce does offer strong tools for data analysis so you can see what’s working for you and what needs to change. By taking customer feedback into account and making changes to your business you can show customers that you care about their opinion.
Your Salesforce leads can help generate profit through lead conversion, segmenting your audiences, and continuously making improvements.
The Takeaway
Generating leads and converting them to won opportunities is vital for ensuring your business’s long-term success. We recommend using the world-leading CRM software combined with an easy-to-use no-code tool to make your conversion process a breeze. if you want to learn more about Titan, reach out today.