
The reason I'm writing down this is that we hardly know how to use "Lead" Tab.
So, We wanna understand how to apply "Lead" Tab clearly
Even though we've already read it on Help Tab of Salesforce, it's still difficult to how to apply it.
Could you give some useful examples of it for us, please?
And also what is the advantage of applying "Lead" Tab?
Thanks you.
Looking forward to hearing your answer.
답변 2개
The Lead Tab/Object is very useful to submit your new "potential clients" to your specific/internal cualification criteria:
Example: Imagine you get an e-mail from a "potential client" from Europe (and you are in Korea!). This new Lead kindly ask you to please go to visit him/her to Europe in order to talk about a potential business.
Would you inmediately book an intercontinental flight and visite this new Lead to Europe, without first making some verifications? (you do not know this Lead, it may just end up being a waist of time and money).
Will you inmediately spend time and money with this new Leads without, first, gathering some relevant information about this new Lead.
By implementing a smart cualification process, you will avoid unecessary expenses and "time wasted" with Leads that do not cualify (according to your business model).
Your cualification criteria can be represented with relevant fields in your Lead.
Also, by mesuring the "degree of cualification" of your new Leads you will be able to mesure how good or bad (relevant) are your Marketing strategies. As you know, it makes no sense investing in marketing strategies that attracts a high volume of unrelevant Leads (example, Leads that have no budget to buy your products or services).
I hope this helps you to understand the strategic value of the Lead's Tab/Object.