Leads are critical to any financial firm—or for that matter, any sales-oriented organization. Leads are expensive, so it’s critically important that your business works and nurtures each lead effectively to create solid opportunities and closes.
Pipeliner CRM allows you to rapidly analyze a lead, assign it, then track it through the entire sales process to close and beyond.
Once a lead is qualified, it moves to the first stage and will continue from there. With Pipeliner you have the option to require mandatory tasks and activities within process steps—and an opportunity cannot be moved to the next stage until they are completed.
Once an opportunity has been won, it can move to a new process (such as customer maintenance, for example). Lost opportunities, like lost leads, can be moved to the Archive. If at any time the opportunities come alive again, it can be instantly reactivated.