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Lead to Cash Template

The Lead to Cash Template focuses on the process of identifying, qualifying, and nurturing potential customers.
Business Service
Operation Management
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Lead management is a subset of CRM projects, focusing specifically on the process of identifying, qualifying, and nurturing potential customers. When integrated into CRM implementation, lead management becomes a seamless part of the broader strategy to manage and enhance relationships with customers throughout their lifecycle.
Suitable for Teams / Roles
  • Sales Teams: A Lead to Cash template helps them manage customer interactions, follow-ups, and sales conversions effectively.
  • Marketing Teams: Marketing experts would use the template to quantify how their lead generation efforts contribute to final sales and revenue.
  • Customer Success Teams: This team uses the template to ensure that the customer's journey from prospect to paying client is smooth and well-documented.
  • Finance Departments: They might track the actual revenue generated and how it syncs with sales forecasts.
Meegle Work Items
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  • Client Pool: The database of historical clients and customers without ongoing follow-ups.
  • Lead Management: Capturing, tracking, qualifying, and nurturing potential customers throughout their journey from initial interest to becoming paying customers.
How do I start using this template?
  1. Client Profile
Create client profiles in the Client Pool.
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  1. Lead Management
Create a new lead ticket in Leads, and select the client in the Associate Client Pool field.
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Lead Qualification and Nurturing
Start the process in Meego standard lead management workflow.
The workflow will automatically display nodes that match the scenario based on the customer's different situations.
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  1. Manage the entire customer acquisition and sales lifecycle
  • Record lead follow-up information
  • Manage contract repository
  • Process client's requirements
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  1. Full visibility
Know every detail of every customer on one page.
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