Sales Force Lead CRM





A CRM Software system makes online marketing easy. The system records leads and sales procedures. CRM is supreme in digital business because it controls several marketing actions, clients, and outputs. The CRM helps to develop new business plans, handle customers, and expand the business market. Automation helps the software in many ways. Business standards increase with such a smart system.

What was the Problem?
  • The internal team uses many platforms to store data. The data includes project and customer information. The group usually communicates mainly through email. Their duties include updating sales calls and coordinating surveys. They uploaded reports and reviews of designs. The team spent plenty of time to track and coordinate the activities.
  • Sales cycles take a long time, and systematic management was difficult. Following up was not adequate, and closing deals became a problem.
  • Deals go through several stages like reports, surveys, and designs. Clients did not understand which agreement had reached what stage. The result was the inability to forecast sales or understand the cash flows.
What we did?

Softqube planned an answer to the problem. The leads and contacts could be merged into a single, united view. A dashboard would show the details of the business. The team now worked positively, coordinating well, and handling many duties well.

Based on leads and opportunities, the team organized tasks and events. The automation provided some solutions like forecasting the expected revenues and managing the related documents. Analytics could measure business gains. Available data helped reach wise business decisions like investments in new resources.

Processing improved in the new system, and customer engagement got better.The dashboard improved the focus on leads and deal closing. Clear vision and specific goals help build an excellent sales dashboard. Think carefully about what goes into the panel like its purpose. Further, who checks the reports and how often?

Hosting Architecture


What is lead

Leads need to be followed up toward a purchase. Lead management goes through the process of educating and guiding the points towards the purchase.

Lead capturing

Automated lead capturing may come from several sources like email and web forms, live chats too. The team can quickly follow up with suitable actions and lose no chances. Automated feeding of leads into the system provides accessible opportunities.

Lead qualification

Knowing the characteristics of leads is essential. Lead profile information and levels of engagement help to rank lead in terms of scoring or qualification. Sales and marketing teams can develop suitable sales tactics based on such data.

Lead enrichment and tracking

Customized sales programs need to research and track leading behavior. Understanding leads comes by studying their browsing habits and the links they click. What resources are they downloading and emails responded to? Appreciation of points and their interests will help attract them better with personalized sales plans.

Lead distribution

Automation helps with lead management software that delegates work well. Leading delivery gives the task of managing leads to the most suitable person or department.

Lead nurturing

The leads need guidance until they are prepared for sales. Lead nurturing provides such help. Points need to have trust and understanding before they can make decisions. Educational materials, along with promotional offers and product demos, would convince them. Lead management software plays a vital role in organizing and automating such functions.





A well-organized digital platform shows the sales activities at a glance. Many details may be included in the software. The administration can understand all the happenings in the business market from this system.

Benefit: This software system easily understands sales information



Online financial situations are continually changing each minute. The company has to follow all the changes and take action. CRM dashboard shows all the changes in the rates that are updated continuously graphically.

Benefit: CRM Dashboard shows the moment to moment changes in the company’s financial position.


Contact management

CRM helps to link the company and social connections. The internet contains a great variety of organizations and businesses like websites. Civil society is also present along with with virtual accounts and software devices. The contact management feature helps to connect many different organizations in one platform.

Benefit: Contact management helps many people to know about the brand.


Lead management

With the help of Lead management, it will be possible to contact civil societies in many different places. The company account will receive many kinds of businesses from numerous locations across the world.

Benefit: The Company and the user will continuously increase the list of categories.


Sales Pipeline

Company sales depend upon many factors. Some of them are the customers and the company dealings with them. The status of the leads is another. Sales Pipeline prepares a visual report that contains every detail connected with the sales.

Benefit: The company account gets all the information regarding the sales process.


Reports and Analytics

The last chapter in the SalesForce Lead prepares a complete description. Information is gathered from leads and deals, customers, and sales to make the final report.

Benefit: With the complete report, the company gains an understanding of the present market situation and what action to take in the future.

1. CRM dashboard

A CRM dashboard that says so much!
Everything about the company, like customers and sales, is shown in the CRM dashboard. Study of the data would reveal the truth of the company standard. Observe the previous data to understand the present market status.


2. Lead management

This feature informs of the company leads continuously. Find here the details of customers and growth figures. Gains or losses of clients are reflected here. Sales pipeline contains all the market reports and features of new leads.


3. Accounts management

Compact information about the company is found in this feature. Details of contacts like phone numbers and email IDs are securely recorded. Details of sales are also get registered under account management.

4. Contact management

Plenty of data connected with clients is recorded in this secure place. The contact information like phone numbers and email IDs, accounts, and other information are stored here.


5. Deals management

Many questions arise with regard to new customers and lead. Has a new deal affected the market? Has an old client been lost? Answers to such questions help to understand the financial condition of the company after the deal. This feature finds precise answers and updates the information.


6. Tasks management

Duties are recorded here, and users can find live information. The name and type of work, time is given and duration, and who is in charge of the work. Updated data show work status and dates. Users can make changes like adding, updating, and deleting the tasks. Downloading of the task lists would be possible here.

7. Territory management

Online platforms have no geographical boundaries. Products and services may be launched worldwide by companies. Such a feature is handy, and sales figures are calculated precisely.

8. Sales management

Well-organized sales reports help the managers understand company performance at a glance. Salesforce automation service gathers data about the employee activities also.

9. Reports and analytics

The last step is the Report and analysis feature. Sales figures are shown accurately, and progress and present status reflected. Sales results would be available on a daily/weekly/monthly basis. The program also provides analytics tips that help plan further marketing steps.

10. Product management

When the company launches a product, all the data is collected here concerning customer acceptance and sales figures. CRM software’s product management feature contains all the detailed information.

11. Invoice management

Invoice refers to prices and payments. The document shows details like MRP and the discounts offered. Additional charges and total costs for a product or service are shown here. This CRM software feature makes it easy for profit scaling.

12. User management

Information about the users is found here like the new users of the software. How the sales staff are performing is also shown here. Find here an updated graph of the market. Management of users would be comfortable with this feature. Using these user status reports, the company develops new policies for better performance.

13. Admin Control Panel

A person who can manage the online system settings could become an Admin, according to this feature. An Admin has certain powers like changing the API settings. Admin can also edit, add, and delete the digital activities that concern the administration. The company can show creativity.

Let’s make something awesome together!
Drop us a line, or give us a heads up if you’re interested in visiting us.
  • Accepted file types: docx, xlsx, ppt, pdf, jpg, gif, png.
  • 12 − 1 =
  • This field is for validation purposes and should be left unchanged.
100% secure and private