Lead management is a crucial process for companies to efficiently identify, acquire and nurture potential customers. With Abacus Lead Management, you record and log all activities aimed at persuading a prospective or existing customer to make a purchase.
Responsibilities and status also visible in CRM
The lead information is not only visible in Lead Management, but also in CRM at the level of the contact person or organisation. This prevents interested parties from being contacted twice and authorised persons in the company can view the status of the lead transparently.
Filter and evaluation options
The leads can be sorted according to the assigned phase in the sales process or according to the planned closing date. With the Abacus Data Analyzer, you can visualise open and closed leads and measure the success of your sales activities.
Your benefits with dunning in accounts receivable accounting
The functions in multi-level dunning offer many advantages for collecting open customer documents:
Integrated
The Abacus CRM serves as a central customer and address management system and is integrated into various Abacus applications.
High quality
Helpful functions such as access rights, duplicate control and usage purposes ensure high data quality.
Accessible
The CRM can be accessed via the Abacus ERP, MyAbacus and AbaClik, depending on requirements and the purpose of further processing
Process overview Lead Management
Generate leads
Generate leads, e.g. through Abacus CRM newsletters
Capture lead
Capture lead and link to customer or project
Record activities
- Record activities and lead progress
- Create offer from Lead Management in Order Processing
Create analyses
- Categorise into "won" or "lost" and close lead
- Create analyses with Abacus Data Analyzer
Other documents
Factsheet
Leadmanagement
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