LEAD MANAGEMENT LIFE FLOW

摘要

Embodiments of the invention provide for lead management life flow. A lead management life flow method includes storing lead records in a database coupled to a CRM system, each record storing an identity of a lead, a telephone number for the lead, and a counter indicating a number of attempts to contact the lead. Each lead record is assigned to one or more lead development representatives registered with the CRM system. Thereafter, a number of attempts to contact the leads by the representatives is periodically tracked and the counter for each lead incremented in response to a failed attempt to contact the lead. Finally, the counter is compared to a pre-determined value. If too many attempts to contact the lead resulting in failure are determined to have transpired based upon the comparison of the counter to the value, the lead is reclassified in the database as a dead prospect.

主权项

1. In a customer relationship management (CRM) system, a lead management life flow method comprising:
storing a multiplicity of lead records in a database coupled to the CRM system, each lead record comprising an identity of a lead, a telephone number for the lead, and a counter indicating a number of attempts to contact the lead; assigning each lead record to one or more of a multiplicity of lead development representatives registered with the CRM system; periodically tracking a number of attempts by the lead development representatives to contact each lead and incrementing the counter for each lead in response to a failed attempt to contact the lead by an assigned one of the lead development representatives; comparing in the CRM system the counter to a pre-determined value; and, responsive to a determination that too many attempts to contact the lead have transpired resulting in failure based upon the comparison of the counter to the value, re-classifying the lead in the database as a dead prospect.