Managing sales leads in SharePoint involves creating a dedicated list that serves as a central repository for all lead-related information. This list can be structured with key fields such as ‘Lead Name’, ‘Contact Information’ (including email and phone number), ‘Lead Source’ (to track where the lead originated from), ‘Assigned To’ (indicating the sales representative responsible for the lead), ‘Status’ (to monitor the lead’s stage in the sales process, such as ‘New’, ‘In Contact’, ‘Qualified’, ‘Converted’, or ‘Lost’), ‘Priority’ (to indicate the urgency or importance of the lead), ‘Estimated Value’ (for potential revenue from the lead), ‘Last Contact Date’ (to track the most recent interaction), and ‘Next Steps’ (to outline planned follow-up actions). This SharePoint list not only ensures organized and accessible storage of lead data but also enables the sales team to efficiently track and manage their progress through the sales pipeline, enhancing overall productivity and effectiveness in lead management.
Custom Development
If the out-of-the-box features are not sufficient, we have templates that can be customized for your organization’s specific needs. These are developed with SharePoint SPFX for the best user experience within SharePoint.
- Lead Dashboard: A centralized dashboard displaying key metrics such as the number of new leads, lead sources, lead status (new, in progress, won, lost), and conversion rates. This can provide a quick overview of the sales pipeline.
- Lead Management List: A detailed list or table view to manage individual leads. This could include information like contact details, lead source, assigned salesperson, current stage in the sales pipeline, and next steps.
- Interactive Sales Pipeline: A visual representation of the sales pipeline where leads can be dragged and dropped between stages (e.g., from qualification to proposal). This helps in easily visualizing the movement of leads through the pipeline.
- Task and Activity Tracker: A web part for tracking follow-up tasks, appointments, and activities related to each lead. It can integrate with Outlook for calendar and email functionalities.
- Lead Scoring Tool: A tool to assign scores to leads based on various criteria such as engagement level, demographic information, or behavior. This helps in prioritizing leads that are more likely to convert.
- Reports and Analytics: Customizable reports and analytics tools for deeper insights into the sales pipeline, like lead conversion rates over time, performance by salesperson, or lead source effectiveness.
- Document Management for Leads: A web part to manage and store documents related to each lead, such as proposals, contracts, and communication history.
- Integration with CRM and Other Tools: Web parts that integrate SharePoint with CRM systems or other external tools used in the sales process for seamless data flow and access.
- Notification and Alerts System: A system to send notifications or alerts to salespeople about important lead updates, upcoming tasks, or deadlines.
- Custom Forms for Lead Entry and Update: Customizable forms to enter new leads or update existing ones, ensuring data consistency and easing data entry processes.
Sales Leads Web Part
