SIMISE Manual
  • Introduction
  • CRM
    • CRM
    • CRM Workflow
    • Activities in CRM
    • Managing Lost Opportunities
    • Lead Acquirement
    • Operations on Leads
    • Sales Team Management
    • Scoring Rules
    • Generating from Emails
    • Generating from Website
  • Sales and Invoicing
    • Products
    • Product Variants
    • Customers
    • Coupons and Promotions
    • Shipping Costs
    • Sending Quotations by Email
    • Online Signature
    • Invoices
    • Sending Pro-Forma Invoice to Customer
    • Product and Taxes
  • Purchase
    • Purchase Management
    • Product Management
    • Product Category
    • Product Attributes
    • Vendor Management
    • Request for Quotation
    • Purchase Agreements
    • Purchase Orders
    • Receiving Products
    • Warning Messages
    • Vendor Bills
    • 3 Way Matching
    • Drop Shipping
    • Unit of Measure
    • Unit of Measure Categories
    • Reporting
  • Accounting and Finance
    • Accounting Dashboard
    • Configurations
    • Deferred Revenue
    • Asset Management
    • Analytical Accounting
    • Budget Management
    • Analytical Account
    • Customer Invoice to Payments
    • Vendor Bills to Payment
    • Reconciliation Models
    • Exchange Gain or Loss Journal
  • Inventory
    • Inventory
    • Product Configuration
    • Product Variants
    • Units of Measure
    • Product Packing
    • Product Traceability
    • Inventory Operations
    • Inventory Adjustments
    • Scrap Management
    • Landed Cost
    • Scheduler
    • Warehouse Management
    • Locations
    • Rules and Routes
    • Removal Strategies
    • Product Categorization
    • Delivery
    • Page 1
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  • Automated lead assignation
  • Lead mining
  • Lead enrichment
  • Outlook CRM extension
  • Lead scoring
  1. CRM

Lead Acquirement

Last updated 2 years ago

Lead recruitment in the SIMISE CRM is an aspect which is simplified to rescue the stress, and work of the managers and the employees of the sales team thus improving their productivity along with the company profits.

Automated lead assignation

The SIMISE ERP platform allows the users to enable the automated lead assignation of the various sales representatives of the teams which would simplify the operations for the sales managers and executives. This in turn is done based on the tag allocations done on each lead.

Lead mining

The functionality in SIMISE ERP allows the users to search and generate various leads based on the parameters such as country of operation, size of the customer company, technology used by the customer and the products produced.

Lead enrichment

The advanced feature in SIMISE CRM which would deliberate the leads for the help of a single contact address. This advanced functionality allows the users to generate contacts of the leads for the email ID available. The search is conducted in the social media platforms and eternal web to attain results.

Outlook CRM extension

The new feature will allow the user to turn the mils received in the user’s outlook inbox into internal leads for the reference. In addition, these could be turned into opportunities upon acting on them.

Lead scoring

This feature in SIMISE CRM allows the users to determine the analytical data on each opportunity available.