The importance of categorizing your leads
If you’re a sales rep, you know that keeping your leads organized is not only key to organizing your sales activities, but also to understanding your business and clients. It’s essential that you keep track of what you’re selling and to whom you’re selling. If you don’t do that on a daily basis, you’ll have to spend half a day or even an entire day doing it afterwards when you need to produce a report.
With no crm.io this becomes another easy task. Admins need to predefine Categories and Tags, then users only need to select from the appropriate ones when managing a lead. Easy!
For example: If your company sells Product A and Product B in NYC, Washington DC, Miami and Orlando, you need to have two categories: Products and Cities. Inside those categories you will have as tags, the name of the products and the different cities. The importance of using tags is to enable you to easily filter your leads and access specific statistics. If one day you only work on Product A, you only need to click once to activate that filter. If you wish to analyse the performance between different products you're selling, you only need to go to the Statistics section of your account and filter them by category of product.
When you create a category, you can specify if you want it to be mandatory or not. Thus, when you create a new lead manually sales people will have to select at least one of the tags of those mandatory categories. This sort of mechanism is very useful for a category such as "Origin", which should always be set for every lead if you want to know where your leads are coming from.
Basically, you don't want to be adding this information to hundreds of closing leads later in your process – get it set up straight away!