Presentation

What you can do inside Leads :

Create a New Lead Identify duplicates Convert into Account/Contact Convert into Sample, Customer Request or Quote Clone the Lead

Definitions & Objectives
A Lead is a potential interest identified at or expressed by a company, for which one of Solvay’s products/services could provide a solution. The lead could be created manually or from the Web (Solvay.com).

Lead Types
General Question Product Inquiry Document Request Sample Request Quotation Request

Global Process Overview

Lead Creation	The process of stimulating and capturing a potential interest of a company in a Solvay solution.
Lead Assignment	There are 2 cases (depending on the information selected/registered by the Visitor/Prospect on Solvay.com, or depending on the information completed during manual creation) If the GBU is identified, it is assigned to the GBU queues If the GBU and/or Product are not identified, the Customer Information team will check the case and transmit the lead to the GBU contacts
Lead Qualification	Sales qualification : The process of evaluating, nurturing and scoring a lead in the preparation of a potential conversion
Lead Closure	A closed lead can be : Treated : reply sent to the customer but the lead is not converted, OR, lead has been assigned to the GBU Specialty Polymers and was sent to iCare Abandoned : poor interest of the lead, which is abandoned Converted : answer is sent to the customer, and lead is converted into an account, contact and/or : quote OR sample OR customer request

Conversion process by Lead Type
The Lead can be converted onto an other CRM object: Account, Contact, Sample Request, Customer Request or Quote by clicking the "Convert" button (the button appears only once the lead is scored). General Question conversion process Product Inquiry conversion process Document Request conversion process Sample Request conversion process Quote Request conversion process