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Here’s, how we can capture lead using MS Dynamics CRM

By Yogesh Kumar / September 8, 2016

June 2, 2020
Here’s, how we can capture lead using MS Dynamics CRM

A lead is any potential contact that has shown interest in your company, product or service and initiated interest in by inquiring about the products. This can be seen as the new customer who has shown interest in availing your B2B Company’s product or services and made contact with you. This lead can be in the form of visitors browsing your website and filling out details as part of the call to action on your website through inbound online marketing or making contact via the contact details provided on the website. Ideally, the lead management process and strategies are transformed in follow-up call or meeting.

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What are the different ways we can capture lead in CRM?

Lead generation Methods: The process of finding complete new prospects and capturing the new lead start from the already existing customer or account when the sales representative focus on the same regular customer by working  on multiple opportunities for the same Contact or Account.

Telemarketing

This traditional approach prompts the sales rep to ask the right questions from prospect to identify and qualify new sales opportunity. In this way, the lead database is added into the centralized MS dynamics CRM database as part of Dynamics CRM integration services. Telemarketing has not been used as much in recent times, but it can potentially still be of benefit to your company.

Website inbound marketing or online lead generation

All new lead capturing forms that employ Gravity Forms is another way to generate leads via Blog engagements of WordPress. In addition, Gravity Forms facilitates tracking the contact details of the organic website visitor’s by downloading any of the case studies, white papers, and newsletter published by the company and opts in for email communication. People viewing your website are most likely interested in your product or service and they are the people you want to target for potential business.

Event management

This way the sales person have multiple options to show that they have attended the event or made contact with the prospect as this campaign responses enables them to convert contact into the lead and directing the regular customer to follow-up and placed in the contact history. Only the refined lead goes into the CRM centralized database, whereas the junk ones are filtered out.

Email marketing

Sales professionals send email messages to clients and prospects to generate lead and convert into opportunity and update database records in real time. Based on relevant CRM data from MS dynamics CRM automated, centralized database, the sales person can send more personalized emails to the prospect by including details such as demographics, the latest promotions, newsletter subscription, and previous purchase. The CRM automated sales software facilitates effective sales and marketing campaign via Dynamics CRM support services by increasing efficiency, ROI, and reach of the targeted user - base.

Social listening

With the majority of people using social media this method is of high importance. All new methodology of adhering to social insights, data, and figures that effectively determines the buying behavior of the customer with their active social media interaction. Customers rely on various social media platforms to study the product through descriptions, reviews, and testimonials that can be traced with Social CRM integrated into the Dynamics CRM customization services. Read further on this here

Role of MS Dynamics CRM in lead capturing

In addition to this, another effective effort to lead capturing depends on Campaign Responses. Whenever a sales professional is attending a conference or an event or leverage on the website for lead and receives surplus inquiries then the Campaign Responses comes into the picture.

Moreover, the Campaign Responses take four modes for conversion of lead into the opportunity. A Sales rep can effectively manage this straight from the dashboard or from the functional area of the CRM.

The Campaign Responses can be said to be the filter funnel of the entire lead database and works consisting Dynamics CRM customization in the below-mentioned ways.

  • The best part of this updated database is that it facilitates easy tracking of the information related to the inquiries from the source and data from the conversion of all the lead into opportunity over a given specified period.
  • This links the follow-up activity with already existing Contact or Lead
  • The Campaign Responses effectively convert the follow-up to an Opportunity for a regular customer
  • This utilizes the contact information and converts them into subsequent follow-up activity to Lead
  • The Campaign Responses ends the follow-up activity without the person interference into your database.

Consequently, all the above methods initiate successful lead capturing endeavors of a sales rep by the fair use of automated MS dynamics CRM sales software in entirety.

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A lead is any potential contact that has shown interest in your company, product or service and initiated interest in by inquiring about the products. This can be seen as the new customer who has shown interest in availing your B2B Company’s product or services and made contact with you. This lead can be in the form of visitors browsing your website and filling out details as part of the call to action on your website through inbound online marketing or making contact via the contact details provided on the website. Ideally, the lead management process and strategies are transformed in follow-up call or meeting.

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What are the different ways we can capture lead in CRM?

Lead generation Methods: The process of finding complete new prospects and capturing the new lead start from the already existing customer or account when the sales representative focus on the same regular customer by working  on multiple opportunities for the same Contact or Account.

Telemarketing

This traditional approach prompts the sales rep to ask the right questions from prospect to identify and qualify new sales opportunity. In this way, the lead database is added into the centralized MS dynamics CRM database as part of Dynamics CRM integration services. Telemarketing has not been used as much in recent times, but it can potentially still be of benefit to your company.

Website inbound marketing or online lead generation

All new lead capturing forms that employ Gravity Forms is another way to generate leads via Blog engagements of WordPress. In addition, Gravity Forms facilitates tracking the contact details of the organic website visitor’s by downloading any of the case studies, white papers, and newsletter published by the company and opts in for email communication. People viewing your website are most likely interested in your product or service and they are the people you want to target for potential business.

Event management

This way the sales person have multiple options to show that they have attended the event or made contact with the prospect as this campaign responses enables them to convert contact into the lead and directing the regular customer to follow-up and placed in the contact history. Only the refined lead goes into the CRM centralized database, whereas the junk ones are filtered out.

Email marketing

Sales professionals send email messages to clients and prospects to generate lead and convert into opportunity and update database records in real time. Based on relevant CRM data from MS dynamics CRM automated, centralized database, the sales person can send more personalized emails to the prospect by including details such as demographics, the latest promotions, newsletter subscription, and previous purchase. The CRM automated sales software facilitates effective sales and marketing campaign via Dynamics CRM support services by increasing efficiency, ROI, and reach of the targeted user – base.

Social listening

With the majority of people using social media this method is of high importance. All new methodology of adhering to social insights, data, and figures that effectively determines the buying behavior of the customer with their active social media interaction. Customers rely on various social media platforms to study the product through descriptions, reviews, and testimonials that can be traced with Social CRM integrated into the Dynamics CRM customization services. Read further on this here

Role of MS Dynamics CRM in lead capturing

In addition to this, another effective effort to lead capturing depends on Campaign Responses. Whenever a sales professional is attending a conference or an event or leverage on the website for lead and receives surplus inquiries then the Campaign Responses comes into the picture.

Moreover, the Campaign Responses take four modes for conversion of lead into the opportunity. A Sales rep can effectively manage this straight from the dashboard or from the functional area of the CRM.

The Campaign Responses can be said to be the filter funnel of the entire lead database and works consisting Dynamics CRM customization in the below-mentioned ways.

  • The best part of this updated database is that it facilitates easy tracking of the information related to the inquiries from the source and data from the conversion of all the lead into opportunity over a given specified period.
  • This links the follow-up activity with already existing Contact or Lead
  • The Campaign Responses effectively convert the follow-up to an Opportunity for a regular customer
  • This utilizes the contact information and converts them into subsequent follow-up activity to Lead
  • The Campaign Responses ends the follow-up activity without the person interference into your database.

Consequently, all the above methods initiate successful lead capturing endeavors of a sales rep by the fair use of automated MS dynamics CRM sales software in entirety.

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