Category Archives: lead management

Field CRM and Lead Management

  The ‘lead info’ clearly travels a lot of steps before it reaches the sales rep, who actually becomes the face of your company. For any other industry, it might be an area which can be slightly neglected, but when Banking Finance, or Insurance companies are taken into consideration, the most important lever of winning a client is a face to face meeting. Sales reps are the ones who do these meetings and are responsible for converting a lead to a customer. So, are you ready to risk your potential customer? Just imagine the scenarios that could go wrong when Continue Reading →