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Marketing Automation: Lead Management

More Info

Sugar's Lead Management gives marketing professionals the tools to manage prospects and existing customers. Qualify and track leads from multiple campaigns and hand them off to the correct sales representative. Ensure prospects lists are valid and marketing offers are coordinated. With Sugar lead management, companies have the tools to populate the pipeline with more qualified leads.

Impact

  • Segment leads based on the attributes that drive your business
  • Automatically capture and assign leads across multiple channels
  • Convert leads to opportunities and ensure appropriate follow-up
*Next: Marketing Analytics
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Marketing Automation: Lead Management

Lead Segmentation

Segment leads based on industry, channel, lead source, geography or other attributes to build offers that address prospect needs

Automated Lead Capture and Handling

Define the information flow for the campaign so that the appropriate stakeholders can view and test the campaign before launch.

Lead Conversion

Close-the-loop between marketing and sales by automating the lead hand-off process. Design business rules to route the lead to the correct salesperson based on territory, team or specialty.