Leads (potential customers) are now managed differently to customers within Breww’s CRM to allow you to keep them separate from your customers and track their progress better through your sales pipeline
Entering a lead into Breww is really quick to do as they need less information than a full customer, and they come with all the same CRM activity logging, tasks and reporting as “Customers” have.
You can define your own “Lead statuses” and “Loss reasons” to make leads work best for you. All leads have a “Lead status” which allows you to track their stage in your sales pipeline. Some statuses count as a “loss”, and when updating a lead to a loss status, Breww will prompt you for one of your defined “Loss reasons”.
To help you move from managing your leads in Breww as customers with tags, we have built a conversion tool that can be found from the “Settings & tools” menu within the new leads section of Breww.
Leads also have an option for you to quickly raise a “free samples” order. There’s no payment required for these orders, and it makes it easy to send samples to a potential customer, with these transactions fully tracked through Breww as a zero value invoice - so they update your stock levels and can be scheduled into delivery runs like normal orders.
Leads can also be converted into customers with the click of a button to allow you to sell to them and report on them as a successful conversion. Their history of interactions as a lead will be maintained when a lead is converted to a customer, so you’ll always be able to see this information should you need to.
Please note that the reporting part of the leads project will be launching later this month (January 2022) and will allow you to see conversion rates of leads moving onto the next status (or stage) in the sales process and also report on the reasons for loss to allow you to make informed decisions. You’ll also be able to define targets for your CRM activities (calls, emails, etc) and report on if you’re hitting these targets.
We’d love to hear your feedback on this powerful new feature, so please drop us a comment below by using the “Reply” button.