Presentation

https://wiki.solvay.com/display/ISAPPSUP/FD+-+P22.+Lead+Management


 

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


Related articles


CRM Lead Management

Training Materials

Functional Design



Please find the detailed training here.



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

 

Learn more by using Lemon learning :