A unified platform for demand generation
Automate your lead management activities in a unified environment. The system allows access to the maximum amount of information regarding existing and potential customers’ needs and preferences, while at the same time tracking lead sources.
Manage all your leads and the landing pages used to generate them in Marketing Creatio. You can easily build custom registration form and use data from the form to automatically fill in the relevant fields of the lead page. Let the system automatically verify the data, create a new contact and guide you through the process of lead management.
Tracking leads sources
Track lead sources to evaluate the effectiveness of communication channels used in your marketing campaigns and focus your efforts on the best performing channels. The system helps to trace the entire history of site visits by lead generation channels and sources. All information is collected in the lead record and is also available in dashboards for convenient analysis.
Thoroughly qualify each lead to save time by working only with sales-ready leads. Use Sales Creatio for merging lead duplicates, link a lead to the relevant account, enrich lead data with insightful intelligence to get it fully prepared for a sales follow up.
Once the qualification process has been completed, it is important to assign leads to the right people and teams. Marketing Creatio can help distribute the leads based on the prospect’s needs or profile (geography, industry, financial status). If the lead was not qualified for sales, it can be assigned to lead nurturing campaigns.
Hand-off to sales
Contact a lead to analyze the needs of the prospect before creating an opportunity. Capture the history of communication with the lead. If the prospect is sales ready, it can be sent directly into the opportunity management process.
Lead generation effectiveness
Analyze the effectiveness of marketing activities at each stage of lead lifecycle and identify "bottlenecks" in marketing performance. The end-to-end lead pipeline will help you assess conversion from lead generation to hand-off to sales and compare the effectiveness of different channels.
Analytics on leads
Approach prospects in a smart way with Creatio analytics tools for lead management. Use the dashboards to analyze statistics on leads, such as the number and quality of the new leads, conversion rate, etc. All this will help to increase the conversion of prospects into sales ready opportunities.