Roles & Responsibilities:

Converting to Contact:

• Data Entry:

Once a lead is qualified, their information (name, contact details, company, etc.) is added to the CRM as a contact.

• Engagement:

The CRM is then used to engage with the new contact through targeted marketing, sales outreach, and ongoing communication.

CRM‘s Role:

• Centralized Database:

CRM systems act as a central repository for all lead and contact information, making it easy to track interactions and manage relationships.

• Automation:

CRM platforms automate tasks like lead assignment, follow-up emails, and activity logging, streamlining the lead-to-contact process.

Excel knowledge is must .