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Best Practice for Lead Management After Conversion

John Kitsmiller

Historically we had not used Leads, only Contacts.

Now that we have deployed Sugar Market we are using Leads.

As Leads are converted, what do you guys do with them so they don't simply clutter up the Leads tab?

So much of the information in the Lead record doesn't make it over to the Contact record anyway, I just don't know what value the Lead record has after conversion.

You thoughts would be appreciated.

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    Even for b2b the answer depends on sales cycle specifics and the modules employed to support it - whether the company uses Opportunities to manage long-lasting sales or prefers to maintain an Interest-To-The-Product cycle - from the first appearance of the interest and till the contract or lost.
    For the last, the Lead-through-the-stages (LEad management) might work better than using Opportunities that may appear too complex structures (with numerous contacts, RLIs, QLIs, Purchases, etc) for managing Interest-To-The-Product cycle

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

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  • 0

    Even for b2b the answer depends on sales cycle specifics and the modules employed to support it - whether the company uses Opportunities to manage long-lasting sales or prefers to maintain an Interest-To-The-Product cycle - from the first appearance of the interest and till the contract or lost.
    For the last, the Lead-through-the-stages (LEad management) might work better than using Opportunities that may appear too complex structures (with numerous contacts, RLIs, QLIs, Purchases, etc) for managing Interest-To-The-Product cycle

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

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