WeCanDoCRM: manage sales leads with your Social CRM

07/09/2009 at 12:40 pm Leave a comment

Only a few days to go before we make WeCanDoCRM live and there’s more to reveal of what will be coming.

We’ve already shown how simple it will be to put all your offline and online contacts together in one place to help you build relationships with them.

WeCanDoCRM sales leads (click to enlarge)

WeCanDoCRM sales leads (click to enlarge)

Here we see how you can add a sales lead to the contacts you have, to identify and progress specific opportunities that you find within your list of contacts.

Adding a sales leads to a contact will enable you to watch a focused list of opportunities, progressing those specific contacts through the sales cycle.  Sales leads can have activities attached to them so you can set reminders to call them, for example.

WeCanDoCRMs powerful reporting will alos enables you to produce forecast reports on the basis of how your sales leads are progressing.

More later so make sure you come back!


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WeCanDoCRM: capture more information about your contacts WeCanDoCRM: going live tomorrow?

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