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CRM process flow - Coggle Diagram
CRM process flow
Leads coming from marketing efforts
Saved in CRM - lead Module
Mandatory Fields
Company Names
Contact name
Email
Phone/ Mobile
Job title(Specialization)
Source Event or Source Webpage(anyone)
Campaign
Medium
Source
Process
User fills up the forms
Lead captured into the CRM with mandatory fields and Become MQL
AI Calls/ whatsapp messages
In case of attending the event/ webinar/ program
it will be targeted to receive the feedback and likeliness to be the buyer of our product
In Case of missing the event/webinar/ program
Target will be to know the reason behing absentism and likeliness to be the buyer of our product
Marks Sales Qualified leads
Assignment to the relevant salesperson
Salesperson convert his/her leads to opportunity
3 more items...
Leads coming from individual sales efforts.
Saved Directly into the Opportunity Pipeline