Lead Management

Optimise Lead Flow from Capture to Close

Managing sales leads effectively and optimising 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 business opportunities are never lost.

Online Lead Capture

Automate lead generation by capturing leads from your Web site directly into Salesforce. Automatically send a personalised response based on information supplied by the customer.

Import Wizards

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

Lead Search and Merge

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

Automatic Lead Routing

Make lead management easy by setting up lead queues and lead assignment rules to automatically route sales leads to the right sales organisation or rep based on customised business rules.

Security Controls

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


Lead Tracking

Monitor leads end to end-from creation to conversion—with capabilities that include automatic date/time stamping, campaign or lead source tracking, lead status changes, and lead activity management. Marketing campaigns are easier to track and analyse with Salesforce lead management capabilities.

Lead Qualification

Establish lead qualification processes to make sure all sales reps use the same, consistent methodology. Easily customise 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 large numbers of personalised, high-impact, template-based emails and easily track responses-all from one centralised Salesforce lead-management system.

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With Salesforce Marketing you can also easily manage other processes: lead management, list management and workflow automation.

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