Lead Management

Optimise Lead Flow from Capture to Close

Sales success hinges on optimising lead management across sales and marketing. Salesforce streamlines lead capture, lead qualification, and lead management. Sales lead management capabilities enable you to route qualified leads to the right people in the organisation and track prospect inquiries for a seamless process where leads are never dropped or lost.

Capture Leads Online

Capture leads directly from your Web site into Salesforce with easy-to-create online forms. Automatically send personalised responses to customers based on the information they enter.

Import Leads

Eliminate manual data entry with import wizards that allow you to quickly import leads from offline sources, such as trade shows, seminars, and direct mail.

Merge Duplicate Leads

Maintain up to date contact information by easily merging duplicate leads with existing leads, contacts, and accounts. Help sales reps identify all prior interactions with a lead before following up.

Automatically Route Leads

Create lead queues and lead assignment rules to automatically route leads to the right sales organisation or rep based on customised business rules.

Securely Assign Leads

Restrict access to leads within a reps territory only and allow reps to manually share specific leads with other users ensuring secure channel partner lead assignment.


Monitor Lead History

Ensure legal compliance by tracking any changes made to a lead, from creation to conversion. Create a complete audit trail of changes made to standard and custom lead fields over time.

Set-up Lead Qualification Processes

Standardised lead qualification processes ensure 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.

Single Click Lead Conversion

Convert qualified leads to sales opportunities with a single click. Sales reps are instantly notified when deals are assigned to them.

Email Prospecting and Tracking

Run email campaigns directly from Salesforce. Empower reps to send personalised, high-impact, template-based email messages to prospects in large numbers and to easily track responses.

Salesforce’s Sales Management capabilities include features to manage many other core sales activities alongside Lead Management:

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