CRM lead management

How to Manage Your CRM Lead Management Process

If you want to generate more leads for your business, you need to know how to manage your CRM lead management process. Here are a few helpful tips. Prequalification, Scoring, and Auto-assignment rules are crucial components of CRM lead management. Learn about the importance of Leadpages and Pipedrive, too. With these tools, you can build a highly effective lead capture page and start converting visitors into customers.

Auto-assignment rules

Whether you have multiple salespeople or only a few, you need to assign leads to the appropriate salesperson. To make it easier, you can assign leads to the first available representative. There are several ways you can do this. Some of them are listed below. Below are some tips to help you make the best use of auto-assignment rules in CRM. Once you’ve set up the auto-assignment rules, you can begin to use them to help you manage your leads.

The first option involves assigning records to users based on criteria. For example, if you have two salespeople, you can assign a record to Jerusha if the lead came from USA and Steve from India. You can also assign records to each user based on their availability. You can assign leads based on online status or shift timing, and you can even add follow-up tasks after you assign a record to a user.

Using auto-assignment rules is a great way to improve your CRM lead management system. Assigning leads based on specific criteria allows you to make a more informed decision about which leads to contact next. You can assign leads by their location, interest area, or size of the deal. You can also create backup rules in case a representative is unable to respond to a lead.

Another option is to assign records based on a defined set of criteria. The assignment rules are available in the Setup section of the CRM system. Once you set up an assignment rule, you can assign records to a user based on the criteria that you specify. You can also assign records to individual users or create groups for a round-robin system. If you assign records to more than one user, you can change the order in which they are assigned.


In CRM lead management, prequalification is crucial for identifying qualified leads. Pre-qualifying leads is vital for avoiding mediocre ones. Without it, you could spend time and energy on leads that may not be right for your company. Pre-qualifying leads helps you focus on your best prospects, allowing you to move them along to the next stage of the sales funnel. Here are the steps for prequalifying leads:

To pre-qualify your leads, you can use Neil Rackham’s SPIN framework, developed in 1988. SPIN stands for situation, problem, implication, and need-payoff. When preparing your sales strategy, ask questions that help you identify a lead’s pain point and show them how the solution can solve that pain. Use the SPIN framework to filter your leads, as it helps you define their goals and prioritize their needs and priorities.

When pre-qualifying your leads, it’s essential to ask some basic questions that will help you make the most of your time. For example, do they have a need for your product or service? If they don’t, they have no reason to purchase. Don’t force your prospect into a decision. Instead, ask them about challenges they face in their daily lives, and what the consequences would be if they didn’t solve these problems. Only those prospects will be qualified, and your salespeople will be able to spend more time selling.

Whether a lead is pre-qualified or not, you can still use the information gathered through prequalification to better understand their buying behavior. For example, if a lead is not yet ready to buy a product or service, it might need more education and assistance to overcome their objections. In such cases, you should continue to nurture the leads until they’re ready to move on to the next stage of sales.


A common question from business managers is, “How to score leads in CRM?” The answer lies in the role of salespeople and the data they collect on their prospects. For example, event attendees are worth a lot of points while an email click is not. High-value companies and pages are routed faster and should be scored higher. It’s also important to remember that the process of lead scoring should be automated to save time for salespeople.

When creating a lead scoring formula, it is important to keep in mind that not every lead can be qualified. Besides demographic data, there are also other attributes to be considered. For example, if the lead is based in India, the ERP would immediately award negative points. Another attribute to consider is the business, organization, or country of the lead. These details can help the lead scoring process determine which types of leads are most likely to convert into customers.

To score leads in Salesforce, users can create as many scoring models as they want. Each model scores leads in different ways, so a customized scorer can create their own criteria. Scoring models can be viewed in the lead scoring section, as well as edited. To create new scoring models, you can click the “add tile” button on the canvas. In addition, scoring models can be saved as templates that can be used again.

To use a CRM lead scoring system, the sales team must align their efforts with those of the marketing team. The system must be set up correctly with the right metrics and be used consistently. The system should also help salespeople identify which leads are worth the most time and attention. For example, using CRM lead scoring, the sales team can use unsubscribe rates to evaluate the effectiveness of a marketing campaign and diagnose problems in targeting and content.


The CRM lead management solution, Pipedrive, offers several integrations and features that will make your work with Pipedrive easier. Its features include lead management, in-depth reporting, and custom reports. Besides generating quality leads, Pipedrive has many useful features that make it a great choice for lead management. And since the system is free to use, you can take advantage of a 14-day trial to see what it can do for your business.

With the help of Pipedrive, you can capture web visitor data and capitalize on this traffic to close more deals. You can track website behavior and use tools such as lead nurturing and lead scoring to increase conversions. Moreover, you can integrate your favorite tools like email, calendars, and data organization systems with Pipedrive. This makes it a powerful solution for lead management in small and large businesses. It can help you grow your business faster and boost the average deal value.

For sales teams and marketing agencies, Pipedrive CRM is an excellent choice. The platform offers a comprehensive dashboard with intuitive reporting and analytics. The smart in-platform sales assistant will deliver performance tips to your team. You can even choose to have a sales assistant who will provide recommendations on features and app integrations based on how your team uses the software. The system will also notify you when your account has changed. That way, you can adjust your CRM lead management to fit your business’s needs.

If you’re a German-speaking salesperson, you’ll be glad to know that Pipedrive has a mobile app. The app allows you to view all contacts, sales activities, and more. You can also make phone calls directly from the app. It offers a user-friendly interface for lead management. But what about its integration with other tools? The integrations are not as extensive as Pipedrive’s. It does, however, provide several other benefits that make it a good choice for a small business.


Whether you’re looking to automate your sales process or simply manage your leads, Keap’s lead management CRM software can help you do it all. It includes features like tags and scoring leads to automate the sales process and send personalized messages to your leads. You can get started today by using the 14-day free trial. Getting started is easy, too. The getting started page will walk you through the setup process.

The user interface is clean and intuitive, and Keap is best for intermediate-level users with some experience using CRM software. It also offers an intuitive drag-and-drop interface, making it easy to use even for those without extensive coding experience. The software’s onboarding and support package is excellent, with free video tutorials, community support, and self-help resources. You can start using Keap for free today, and learn why it’s the right CRM for you and your business.

Keap’s comprehensive email marketing and sales tools can help you close more deals and close more leads. Keap’s sales pipeline allows you to create as many as multiple customized pipelines. You can track and manage leads at any stage of the sales funnel. The software syncs with Keap CRM, so you can send automated follow-ups and nurture leads throughout your sales process. Once you’ve got them in your funnel, you can use Keap CRM’s built-in sales process to help them move through the sales funnel.

Infusionsoft (Keap CRM) has an intuitive campaign builder that allows you to customize tasks and change content at any time. This feature is probably the easiest to learn and is also the most intuitive. It also allows you to customize landing pages, autoresponders, and web forms for your sales process. Infusionsoft also offers great support and training. Customers can even use their support center 24/7. They don’t have to wait for a 30 minute response time, and you can often reach a live representative during the night.

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