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Efficient Lead Generation and Management Process for Sales Representatives

This document outlines the process for lead generation from various sources like websites and direct mail. Once generated, the information is sent to JFD and entered into SalesForce. An automatic email notification is dispatched to the corresponding sales representative, who is expected to contact the lead within 24 hours. The sales rep logs all communications, updates lead details, and manages tasks directly within SalesForce to maintain accurate lead status and streamline follow-up actions.

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Efficient Lead Generation and Management Process for Sales Representatives

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  1. Lead Generated • 1. Leads are generated from the different sources (website, Direct Mail, etc.) • 2. This information is sent to JFD • JFD inputs the information into SalesForce which automatically sends email notification to the sales representative JFD • 3. JFD then sends the information to the relevant Sales representative via email/phone • 4. Sales representative contacts lead within 24 hours of receiving lead SalesForce Sales Rep Customer 6. The Sale Representative then conducts the following steps on SalesForce. 5.Once contact has been attempted by the sales representative any information is then updated on SalesForce within ---. Changes Lead Area from Location To Sales Representative Logs Communication Activity Adds a New Task Update Any relevant Information Obtained From Contact Updates Lead Status

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