Lead filtering in SIX ERP is a pivotal process for identifying and prioritizing potential customers. It allows businesses to sort through a vast array of leads based on specific criteria, ensuring that sales efforts are focused on the most promising prospects. This manual outlines the steps for effectively filtering leads within SIX ERP and explains the purpose of this process in enhancing sales and marketing strategies.
Targeting Efficiency: Lead filtering helps in identifying the most viable prospects, enabling sales teams to allocate their efforts and resources more effectively.
Customized Marketing: By understanding the characteristics of filtered leads, marketing strategies can be tailored to meet the specific needs and preferences of potential customers.
Sales Prioritization: It assists in prioritizing leads that are more likely to convert, optimizing the sales process and increasing the conversion rate.
Data Analysis: Filtering leads provides valuable insights into market trends and customer behavior, aiding in strategic decision-making.
Accessing the Lead Management Module:
Start by navigating to the Customer Management module within SIX ERP. This module is specifically designed for managing potential customer information and interactions. Navigate to Customers > Lead Filters found in the left navigation menu.
Applying Filter Criteria:
Select the filter criteria that align with your sales and marketing objectives. You can apply multiple filters to refine your search for potential customers further.
Reviewing Filtered Leads:
Once you've applied the desired filters, the system will display a list of leads that meet your specified criteria. Review this list to identify leads with the highest potential for conversion.
Saving Filtered Searches:
SIX ERP allows you to save your filter settings for future use. Saving filtered searches can streamline your lead management process, enabling quick access to updated lists of targeted leads.
Engaging with Filtered Leads:
With a refined list of potential customers, you can initiate targeted marketing campaigns or direct sales outreach. Personalize your communications based on the insights gained through the filtering process to increase engagement and conversion chances.
Regularly Update Filter Criteria: Market dynamics and business objectives evolve, so regularly revisiting and adjusting your filter criteria is crucial.
Analyze Lead Data: Utilize the data analytics features of SIX ERP to gain insights into the effectiveness of your lead filtering strategies and make data-driven adjustments.
Integrate with Marketing Campaigns: Ensure that your marketing campaigns are aligned with the insights derived from filtered leads for cohesive and effective marketing efforts.
Train Sales Teams: Educate your sales teams on the importance of lead filtering and how to effectively engage with filtered leads to maximize conversion opportunities.
Lead filtering in SIX ERP is an essential function for refining the focus on potential customers who are most likely to convert. By effectively utilizing the lead filtering capabilities of SIX ERP, businesses can enhance their targeting efficiency, tailor their marketing efforts, prioritize sales outreach, and ultimately, drive higher conversion rates. Implementing best practices and continuously optimizing your lead filtering process will ensure that your business remains competitive and responsive to market opportunities.