Lead Management Best Practices

Effective lead management is crucial for sales success. Follow these best practices to maximize your conversion rates.

Lead Qualification

Not all leads are created equal. Use the BANT criteria:

• Budget - Does the prospect have budget?
• Authority - Are you speaking with a decision maker?
• Need - Is there a genuine need for your solution?
• Timeline - When do they need to make a decision?

Follow-up Strategy

Consistent follow-up is key:

1. Respond to new leads within 5 minutes
2. Set up automated follow-up sequences
3. Use multiple communication channels
4. Track all interactions in the CRM