Leads Import and Management

The sales process in Taino Solutions begins with the import or creation of leads. These leads serve as the foundation for your marketing campaigns and sales efforts. Once imported, agents can engage with these leads through targeted marketing campaigns. Depending on the level of engagement, leads can then be promoted to prospects, allowing them to enter the sales funnel.

How and When to Import Leads

Agents can import leads by navigating to the Sales Manager section of the platform. Under the Leads section, you will find an option to import your lead data directly. This feature allows for easy bulk imports of potential clients or prospects.

Using the Lead Import Wizard

Once you click on the import option, the Lead Import Wizard guides you through a simple step-by-step process to upload your lead data. The wizard allows agents to map fields to ensure that all imported data is correctly aligned with the system's customer records. This feature makes it easy to upload a large volume of leads in one go, ensuring accuracy and minimizing errors.

Managing and Promoting Leads

After importing your leads, the real management process begins. Agents can select one or multiple leads to manage based on their engagement. When a lead shows enough interest or interaction, agents can promote them to prospects. Once a lead is promoted to a prospect, they enter the sales process and begin moving through the sales funnel, ultimately leading to a closed deal.

Sales Funnel and Beyond

Once leads are promoted to prospects, the system helps you track them throughout the entire sales funnel. Automated campaigns, tasks, and reminders are triggered to guide the prospect through each stage of the sales process until the deal is successfully closed.

Conclusion

Taino Solutions makes lead management simple and effective. By streamlining the process from lead import to prospect promotion and eventual sale, agents can maximize their engagement and close deals faster. Watch the demo below to see how you can start importing and managing your leads today.