Oasis CRM

Qualifying & Classifying Leads

One of the crucial aspects of any CRM is the ability to keep the data as relevant and clean as possible.  One of the key cornerstones within the Oasis CRM platform is the ability to qualify & classify leads by a multitude of fields.  The first of many is the Classification drop down field.  This allows you to designate a custom status or one that is out of the box such as “Warm Lead,” “Dead Lead,” etc.  The second field is the Role of the contact that you have as a lead:

Within the context of selecting the role (again a custom field that can be modeled around your processes), you can fill out the required fields accordingly.  The importance of this data becomes evident when trying to filter the leads within the Oasis CRM user interface.  While under the Lead Database section of Oasis CRM, you will be provided a multitude of search/filtering options.

The grouping features of Oasis CRM are another critical element of the solution.  The ability to to search data within the native user interface without the requirement to run a report to find the information becomes apparent when running almost any search.  Another key element of lead management is the ability to import the relevant leads that you gather through proactive campaigning.

For example, tradeshows continue to be a popular venue for most any small to medium sized organization.  With that being said, one of the burdens of attending such an event is insuring you contact ever opportunity and follow up accordingly.  Additionally, classifying those opportunities that represent the highest probability for close assists with insuring that hot opportunities do not get overlooked.

Within the next series of posts, we will explore the auto-responder features of the Oasis CRM platform.  Insuring that all new/existing opportunities are provided with key information about new/existing products will further insure that your brand is always front and center for any potential sales.  Please let us know how you currently categorize/organize/prioritize your leads.