Lead Management

Optimize Lead Flow from Capture to Close

Managing leads effectively and optimizing lead flow across sales and marketing are critical to achieving sales success. With Salesforce you can track prospect inquiries and seamlessly route qualified leads to the right people so sales reps get instant access to the latest prospects and leads are never dropped or lost.

Online Lead Capture

Easily create forms to capture leads from your Web site directly into Salesforce and automatically send a personalized response based on information supplied by the customer.

Import Wizards

Quickly import leads from offline sources, such as trade shows, seminars, and direct mail, and eliminate manual data entry.

Lead Search and Merge

Ensure that reps can easily identify prior interactions with a lead before following up. Easily merge duplicate leads with existing leads, contacts, and accounts.

Automatic Lead Routing

Set up lead queues and lead assignment rules to automatically route leads to the right sales organization or rep based on customized business rules.

Security Controls

Allow reps to access leads in their own territories only and to manually share specific leads with other users. Manage secure channel partner lead assignment.


Lead History Tracking

Monitor every change made to a lead — from creation to conversion — to create a complete audit trail of changes made to standard and custom lead fields over time to ensure legal compliance and effectiveness.

Lead Qualification

Establish lead qualification processes to make sure all sales reps use the same consistent methodology. Easily customize Salesforce to design distinct qualification processes and page displays for different business units or product lines.

Lead Conversion

Convert qualified leads to sales opportunities with a single click. Notify field sales reps when deals are assigned to them.

Email Prospecting and Tracking

Empower reps to send personalized, high-impact, template-based email messages to prospects in large numbers and to easily track responses.