5 Useful Ways to Leverage Optimiser's Lead Management Suite | optimiser

Lead Management

Five ways to leverage Optimisers Lead Management suite

What does lead management encompass?

The stages of lead management

How could I be managing my leads better?

Optimiser’s Lead Management Suite

5 powerful uses for your Lead Management subscription



Lead Management refers to the way in which businesses handle prospective customers in the funnel between brand discovery and retention. A key part of the customer cycle; Lead Management optimisation is an essential part of converting leads to deal with the digital sales toolkit for any business; which is looking to boost sales and improve customer retention.

What does Lead Management encompass?

Lead management makes up part of the customer cycle, sitting in between the acquisition and sales portion of a business’s onboarding funnel. Referring to the method by which businesses capture and keep a prospective customer’s interest in their product or service, it is important that businesses consider the following when planning their lead handling process:

  • Customer experience
  • Personalisation
  • Follow-ups
  • Lead demographics
  • Value forecasting

In essence, lead management encompasses every interaction between a lead and your brand.




The stages of lead management

Because Lead Management is such a wide-spanning part of the sales cycle, it is often split into four stages:

  1. Lead generation

Lead management begins with lead generation: the activity from your marketing team that generates interest and engagement on your bottom line. 

  1. Lead handling

Lead handling is the sorting and assessing of prospects, which often includes ‘predictive lead scoring’: the process of analysing how likely a lead is to become a sale, assigning a percentage score, and the prioritising nurturing accordingly.

  1. Lead nurturing

Lead nurturing is the stage of lead management that can take the longest, where your sales reps build a relationship with the prospect using audience analytics and personalised messaging to persuade the lead to go ahead with the sale.

  1. Lead conversion

Finally, the lead is either converted into Closed Won or Closed Lost. From this stage Lead Management process moves on to focus on retention, and simultaneously your collected lead data is analysed to inform strategies for new incoming prospects in the lead generation stage.


How could I be managing my leads better?

Lead management, while possible for a micro business to do manually, should always be automated using Lead Management software where possible. As your business expands, the velocity of prospects and audience data expands at an even more rapid rate. In order to be able to capture and utilise this valuable information about your audience, your business should be prepared with the necessary tools to capture sales from lead generation onwards. Therefore, analysing your sales data with lead management insights are imperitive for any business.

Lead management software has a number of benefits when compared to manual lead management:

  • Automations
  • Data collection
  • Time resource saving
  • Leak patching
  • Greater business intelligence
  • More leads end as Closed Won 

In contrast, without lead management software, these are some of the challenges you can expect to face:

  • No insight into audience activity
  • Missed opportunities with prospects
  • Mistakes resulting from poor data management
  • Less consistency in lead handling
  • Lack of understanding about which lead generation techniques work best
  • Fewer leads end in Closed Won status




Optimiser’s Lead Management Suite

Optimiser’s Lead Management suite is an additional solution suite that integrates with the core CRM module. From a single platform, you can:

  • Manage multiple ongoing leads
  • Monitor the full customer journey from acquisition to retention
  • Integrate all touchpoint data onto a single database from your omnichannel communications
  • Move data and analytics between your team, third parties and software modules
  • Use lead management insights to inform decisions about your Pipeline and Email Marketing
  • Create comprehensive lead profiles in your Contacts and Accounts

Optimiser’s Lead Management is right for businesses of any size. Outgoing spending on your subscription is surpassed by the elimination of resources being drained on low-intent clients and cold leads. No matter the industry you work in, your business will benefit from the increase of high-quality leads and their effective management while using fewer time and financial resources.



5 powerful uses for your Lead Management subscription

  • CRM integrations allow data on your audience and leads to be shared and utilised easily across the other departments in your business: from marketing to finance
  • Create tailored targeting strategies
    • By understanding who your interest demographic are and designing a specific funnel, businesses can identify and convert potential customers into clients; adding value to the bottom line of your business.
  • Automations save time on manual repetitive tasks:
    • Follow-up emails
    • Invoice generation
    • Subscription renewal reminders
    • Report creation
    • Data cleaning
  • Predictive lead scoring allows you to save time and pass more high-quality leads along the funnel to your onboarding and retention teams
  • Discover the roots of every lead to understand which customer demographic originates from, allocate relevant resources to the areas of highest interest, and track contextual data for personalisation purposes

Optimiser is a comprehensive CRM software company, providing businesses a customisable solution to their personal goals for sales, productivity, and growth. Powerful integrated modules include lead management software, a B2B sales toolkit, automated marketing suite and more for sale under a single subscription. Try Optimiser’s CRM software demo with access to the full Enterprise Licence FREE for 30 days, and find out how you can skyrocket productivity in just one month!


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