Qualifying Sales Leads for Routing in CRM

A significant number of your sales leads will be coming in from a web form on your corporate site.  In a typical system, these leads will be routed into a CRM system like salesforce.com or SugarCRM via a webToLead mechanism.

The problem is that most of these leads are routed via demographic information of some other qualifying information provided on the web form.

I have found that the addition of web behavior information can supplement the lead qualification information to enable the sales manager to route leads properly to the correct sales rep — automatically.

Posted under Sales Lead Management

This post was written by admin on October 5, 2008

1 Comment so far

  1. Jeffrey October 5, 2008 1:33 pm

    Looks promising. Please cover how to route inside of SugarCRM if you wern’t planning to already. Thanks.

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