How CRM is Supporting Modern Competitive Businesses?


Offering a superior product or service is not enough to keep you ahead of the competition in today's fiercely competitive business world. It involves establishing and preserving deep connections with clients, learning about their needs, and providing tailored experiences. Systems for customer relationship management software (CRM) are useful in this situation. In this blog post, we'll look at how CRM helps modern, competitive firms achieve their objectives and succeed by acting as a strategic asset rather than merely a tool.

Enhanced Customer Insights:

Providing insightful data on customer behavior, preferences, and trends is one of the main ways CRM helps contemporary, competitive firms. CRM systems allow firms to obtain a 360-degree view of their operations by gathering and evaluating data from a variety of touchpoints, such as sales transactions, marketing efforts, and customer support contacts. of their customers. This deeper understanding allows businesses to anticipate needs, identify opportunities, and tailor their offerings to meet customer expectations more effectively.

Streamlined Communication and Collaboration:

CBS-CRM system functions as a primary point of contact and coordination for departmental collaboration and communication. CRM makes it easier for teams to collaborate in real-time and share information easily, whether they are working on product development, sales, marketing, or customer care. Ensuring that all parties are in agreement on customer encounters, sales possibilities, and service concerns, improves customer outcomes and streamlines operations.

Tailored customer experiences:

Customers want businesses to understand their unique requirements and preferences and provide experiences that are suited to them in this era of hyperpersonalization. CRM systems are essential for providing individualized customer experiences since they let companies segment their clientele, develop focused marketing campaigns, and provide offers and material that are pertinent to them. Businesses can use CRM data to deliver customized communications and recommendations that resonate with each customer, fostering stronger relationships and driving loyalty.

Improved Sales Performance:

CRM systems give sales teams the resources and knowledge they need to increase output and spur revenue development. CRM gives salespeople a full toolkit to improve workflow efficiency and complete transactions faster, from handling leads and prospects to projecting sales and evaluating pipeline KPIs. CRM helps sales teams focus on actions that yield results, identify the most promising possibilities, and prioritize their efforts with tools like lead scoring, automated follow-ups, and sales analytics.

Adaptability and Agility:

Staying competitive in the fast-paced corporate world of today requires agility and adaptation. CRM solutions give companies the scalability and flexibility they need to adjust to shifting consumer tastes, market dynamics, and organizational needs. Whether expanding business operations, introducing new goods, or breaking into, CRM systems can be customized and configured to support evolving business needs, ensuring that businesses can stay agile and responsive in the face of uncertainty.


In summary, CRM is a strategic asset that helps modern, competitive firms achieve their objectives and achieve success, much beyond its use as a software tool. CRM systems are essential for organizations to prosper in the fast-paced market of today. They may facilitate individualized experiences, improve sales effectiveness, and improve customer insights. Businesses may outperform the competition, forge closer bonds with their clients, and seize fresh chances for expansion and innovation by utilizing CRM.

Nurturing lead Success: The Importance of CRM in Small and Medium Businesses


In the fast-paced world of business, lead nurturing and cultivation are essential to long-term success and growth. An efficient lead nurturing approach may make a big impact on small and medium-sized businesses (SMBs), where every interaction matters. Systems for customer relationship management (CRM) are useful in this situation. In this blog post, we'll examine the reasons CRM is essential for SMBs to nurture and how it enables companies to forge enduring connections with prospective clients.

Understanding Lead Nurturing:

Comprehending Lead Nurturing: Lead nurturing refers to the procedure of fostering connections with prospective clients throughout the entirety of the buyer's journey. To effectively nurture leads from the point of initial awareness to the point of final purchase decision, it is necessary to provide them with relevant material, personalized communication, and timely follow-ups in the sales funnel. By nurturing leads using CBS-CRM, businesses can build trust, address concerns, and ultimately, convert prospects into loyal customers.

The Role of CRM in Lead Nurturing:

CRM solutions, which offer a centralized platform to manage and track interactions with leads throughout the sales cycle, are the foundation of SMBs' lead nurturing initiatives. CRM is crucial for SMB lead nurturing for the following reasons:

Centralized Lead Management:

SMBs can create a single database containing all lead-related data, such as contact details, communication history, and lead status, by utilizing CRM tools. Businesses may obtain a thorough understanding of every lead's journey with this centralized approach, which facilitates the personalization of communications and the customization of marketing campaigns to suit each lead's unique requirements and preferences.

Automated Follow-Up:

CRM systems automate follow-up emails, appointment scheduling, task delegation to sales professionals, and other regular duties to streamline the lead nurturing process. SMBs can make sure by automating these procedures that leads receive timely and relevant communication without requiring manual intervention, thereby increasing efficiency and productivity.

Personalized Communication:

Effective lead nurturing relies heavily on personalization, and CRM systems are essential for facilitating large-scale, customized contacts. SMBs may segment leads based on demographics, behavior, and interests by utilizing data contained in the CRM. This enables extremely relevant and targeted messaging. CRM enables SMBs to meaningfully engage leads in ways that speak to their unique needs and preferences, whether that means delivering individualized email campaigns or making customized product recommendations.

Lead Scoring and Qualification:

SMBs can use CRM systems to set up lead scoring and qualification procedures that rank leads according to how likely they are to become customers. CRM assists sales teams in concentrating their efforts on high-value prospects by scoring leads according to variables including engagement level, purchase intent, and demographic data. Additionally, CRM allows businesses to track lead progression through the sales funnel, ensuring that no opportunity falls through the cracks.

Performance Tracking and Analytics:

CRM systems give you the ability to measure the efficacy of lead nurturing initiatives and track performance, both of which are necessary for effective lead nurturing. CRM analytics provide useful insights into what's working and what needs to be improved, from monitoring email open rates and click-through rates to examining conversion rates and sales funnel velocity. Equipped with this information, small and medium-sized businesses can improve their lead nurturing tactics over time.


In today's competitive business landscape, effective lead nurturing is essential for SMBs looking to thrive and grow. CRM systems play a pivotal role in nurturing leads by providing a centralized platform for lead management, automating follow-up tasks, enabling personalized communication, facilitating lead scoring and qualification, and offering insights through performance tracking and analytics. By harnessing the power of CRM, SMBs can build stronger relationships with potential customers, increase sales effectiveness, and ultimately, drive business success in the long term.

The Crucial Role of CRM in Today's Competitive Business Environment

Competitive business environment

In the current dynamic and intensely competitive business environment, organizations from many sectors are continuously looking for methods to obtain a competitive advantage, draw in and keep clients, and promote long-term expansion. Software for customer relationship management (CRM) has become a vital instrument in this pursuit of success. However, what precisely is CRM's function in the current, intensely competitive business landscape, and how does it enable organizations to prosper in the face of these challenges?

CRM is a systematic approach to managing connections and interactions with customers over the course of their whole lifetime, not just a software program. From the first point of contact to after-sale support, CRM helps companies build deep relationships, provide individualized experiences, and encourage steadfast loyalty. CBS-CRM essentially enables organizations to comprehend to understand their customers better, anticipate their needs, and deliver value at every touchpoint.

In today's cutthroat business world, one of CRM's main functions is to act as a single repository for customer data and insights. CRM acts as the central repository for important data regarding customer preferences, past purchases, communication methods, and feedback in a time when data is king. CRM gives companies a 360-degree perspective of their consumers by combining all of this data into a single platform. This perspective helps them make better decisions and focus their marketing efforts.

Changing Industry scenario

CRM is also essential for keeping companies flexible and adaptable to the ever-changing nature of the industry. Organizations can immediately notice opportunities and trends and modify their plans with real-time access to customer data and analytics. Whether the task involves introducing a new product, improving marketing initiatives, or streamlining sales procedures, CRM provides the insights and tools needed to stay ahead of the competition and seize growth opportunities.

Customer expectations are higher than ever in the digital age, and CRM helps you create seamless and personalized customer experiences. Businesses can customize their interactions with customers across several channels, such as email, social media, and mobile apps, by utilizing CRM data and automation capabilities. CRM helps businesses to interact with customers in a way that speaks to their unique needs and preferences, from proactive customer service to personalized marketing communications.

CRM is also essential for increasing productivity and efficiency throughout the entire company. CRM makes teams work more efficiently and cooperatively by automating repetitive tasks, optimizing workflows, and giving visibility into sales pipelines. Customer support personnel can quickly address questions and assist, while sales representatives may prioritize prospects, monitor interactions, and anticipate income more accurately. This increased efficiency not only enhances customer satisfaction but also enables businesses to operate more cost-effectively and scale their operations as needed.

Importance of CRM 

In conclusion, it is impossible to overestimate the importance of CRM in the cutthroat corporate world of today. CRM is the cornerstone that enables businesses to prosper in the face of intense competition, providing them with useful consumer insights, personalized experiences, and increased operational efficiency. Businesses that prioritize their CRM initiatives and make the most of CRM technology will surely become tomorrow's leaders as the business landscape changes.

Understanding the Role of CRM in Small and Medium Businesses (SMBs)

Role of CRM in Small and Medium Businesses (SMBs) 

Small and medium-sized businesses (SMBs) are continuously looking for methods to improve customer interactions, streamline operations, and spur growth in the current competitive market environment. CRM software is one important technology that has become a game-changer for small and medium-sized businesses. However, what precisely is CRM's function in the context of SMBs, and how does it support their growth?

CBS-CRM solutions are made to assist companies in managing their relationships with both existing and new clients. These exchanges may involve everything from advertising efforts and sales endeavors to customer service and support. CRM is a centralized platform that helps SMBs, who sometimes have fewer resources and employees than larger companies, organize and automate several parts of customer relationship management.

CRM functions

CRM's main function in SMBs is to increase productivity and efficiency. CRM helps SMBs decrease manual processes, minimize duplication of effort, and improve workflows by combining customer data, communication history, and sales pipeline information into a single database. As a result, workers are free to devote more of their time and effort to higher-value activities like interacting with clients and closing sales as opposed to administrative duties.

CRM solutions also give SMBs insightful knowledge about the preferences and behavior of their customers. CRM helps SMBs better understand their target market by tracking interactions across different touchpoints, analyzing purchasing patterns, and segmenting consumer data. This ultimately results in increased customer satisfaction and loyalty. It also makes it possible for more specialized product offerings, focused sales campaigns, and marketing campaigns to be made.

Facilitating internal collaboration and communication is one of CRM's most important functions in SMBs. CRM enables smooth cooperation between sales, marketing, and customer care teams with capabilities like shared calendars, task assignments, and real-time updates on client interactions. This permits a coordinated approach to efficiently serving consumers and guarantees that everyone agrees with regards to customer connections.

Furthermore, CRM is essential for SMBs' revenue growth. CRM helps SMBs close more deals and optimize revenue potential by giving visibility into the sales pipeline, spotting upsell and cross-sell opportunities, and automating lead nurturing procedures. Additionally, CRM promotes long-term revenue growth through recommendations and repeat business by raising customer satisfaction and retention.

role of CRM in business sucess

In essence, the role of CRM in SMBs is multifaceted and instrumental in driving business success. From improving operational efficiency and fostering collaboration to providing valuable customer insights and driving revenue growth, CRM serves as a strategic tool for SMBs to compete effectively in today's dynamic marketplace. As SMBs continue to recognize the importance of building strong customer relationships, investing in a robust CRM system has become not just a choice but a necessity for sustainable growth and profitability.

Maximizing Connectivity: Harnessing WhatsApp Features in CRM

WhatsApp Features in CRM

With billions of users connected globally, WhatsApp has become a ubiquitous instrument in the world of modern corporate communication. Its adaptability, simplicity, and real-time messaging features are what make it so popular. Many Customer Relationship Management (CRM) platforms have included WhatsApp features into their systems after realizing the platform's potential as a formidable communication tool. This gives companies an easy way to interact with their clientele, improve relationship management, and expedite communication. Let's examine how utilizing WhatsApp capabilities in CRM can transform client relationships and improve business processes.

1. Elevated Real-Time Engagement

The fundamental attraction of WhatsApp is in its capacity to enable instantaneous contact between businesses and customers through real-time conversation facilitation. Through direct WhatsApp integration with CRM platforms, companies may take use of this real-time feature to deliver prompt responses, offer personalized assistance, and address customer concerns promptly. Whether it's answering product queries, scheduling appointments, or providing order updates, the immediacy of WhatsApp communication enhances customer satisfaction and builds trust.

2. Seamless Integration, Enhanced Efficiency

The days of switching between many platforms and communication channels are long gone. Businesses may combine their communication efforts under a single interface, optimizing efficiency and streamlining workflows, by integrating WhatsApp functionalities into CRM systems. From starting chats to viewing customer profiles and previous exchanges, WhatsApp's easy integration with CRM makes communication management simpler and equips teams to provide great customer support.

3. Customized Experiences, Personalized Interactions

Customers no longer respond well to generic messaging in the hyper-personalized world of today. Businesses can provide individualized interactions based on individual preferences and behaviors by CBS-CRM WhatsApp capabilities integrated into CRM. Businesses can segment their audience, develop targeted message campaigns, and provide content that directly addresses the requirements and interests of their target audience by utilizing customer data housed in the CRM system of each customer. Whether it's sending personalized offers, product recommendations, or exclusive updates, WhatsApp empowers businesses to forge deeper connections and drive engagement.

4. Multimedia Features, Improved Interaction

 Often, a message cannot be fully understood by words alone. That's where the multi-media features of WhatsApp are useful. Businesses can enhance their communication efforts by utilizing tools like document, video, and image sharing that are integrated into CRM platforms. Multimedia messaging improves clarity and comprehension for a variety of purposes, including distributing pertinent papers, demonstrating product demos, and giving visual instructions. This leads to more efficient communication and happier customers.

5. Communication that is Secure and Compliant

 Maintaining the privacy of customer communications is a non-negotiable in an era where data security and privacy are critical. End-to-end encryption is provided by WhatsApp features in CRM, giving businesses peace of mind while communicating critical data in a safe environment. Additionally, by following guidelines for regulatory compliance like as GDPR, businesses can maintain trust and credibility while leveraging WhatsApp as a communication channel within their CRM strategy.

In conclusion, a paradigm shift in customer communication and relationship management is represented by the integration of WhatsApp functionalities into CRM platforms. Businesses may improve customer connections, expedite workflows, and promote sustainable growth by utilizing WhatsApp's real-time engagement, seamless integration, personalized interactions, multimedia capabilities, and secure communication. Accept WhatsApp's potential in CRM to open up new avenues for communication, productivity, and client happiness in your company's operations.

Unlocking Seamless Communication: Sending SMS through CRM

 Sending SMS through CRM:

Successful corporate operations in today's fast-paced digital landscape are largely dependent on effective communication. Being able to respond swiftly and effectively is critical when managing client relationships, nurturing prospects, or interacting with consumers. Customer Relationship Management (CRM) systems come into play here, providing a feature set intended to simplify lines of contact. The capability of sending SMS straight through CRM platforms is one of these capabilities that is very effective in increasing engagement and developing deep connections. Let's examine the characteristics and advantages of SMS through CRM and delve into its realm.

1. Instant Communication, Seamless Integration

The smooth integration that sending SMS through CBS-CRM provides is one of its main benefits. Users can utilize their CRM system as a central location for all of their communication needs, saving them the trouble of hopping between different platforms or applications. You can compose, schedule, and send SMS messages right from your CRM dashboard with a few clicks, guaranteeing a seamless and efficient workflow.

2. Personalized Messaging at Scale

Generic messaging are just not effective in the personalized marketing climate of today. Thankfully, organizations can now customize their communication tactics to individual tastes and behaviors with CRM-enabled SMS. Through the use of consumer information included in the CRM system, businesses are able to create highly focused communications that personally connect with the recipients. Whether sending a personalized SMS to remind someone of an appointment, make a promotional offer, or provide customer support, it strengthens relationships and increases engagement.


3. Streamlined Processes for Effectiveness

Automation is the key to maximizing the efficiency of company processes. By using CRM-enabled SMS to automate various processes in their communication pipeline, organizations may save time and money. Automation features enable firms to maintain audience engagement without constant manual intervention. Examples of this include scheduling follow-up messages at opportune times or triggering SMS notifications depending on specified events or milestones.

4. Monitoring and Analysis to Gain Knowledge

Understanding the impact and efficacy of messages is just as important to effective communication as sending them. SMS-capable CRM systems include extensive tracking and analytics features that give useful information about the effectiveness of campaigns. These data, which range from click-through rates and conversion metrics to delivery rates and open rates, help firms improve their messaging strategy and future for maximum impact.

5. Enhanced Customer Engagement and Satisfaction

Any communication strategy's ultimate objective is to increase client happiness and encourage engagement. Businesses may accomplish just that by using SMS in conjunction with CRM. SMS offers a direct and practical method for interacting with clients on their terms, whether it be through proactive updates, feedback requests, or prompt service. Businesses may improve consumer happiness, foster brand loyalty, and promote long-term success by sending out messages that are timely, relevant, and personalized.


In summary, SMS sending via CRM is a valuable tool for improving communication, increasing engagement, and developing deep relationships with clients. It is not merely a handy feature. By leveraging the seamless integration, personalized messaging capabilities, automation workflows, tracking and analytics tools, and enhanced customer engagement opportunities offered by CRM-enabled SMS, businesses can unlock new levels of efficiency and effectiveness in their communication strategies. Embrace the power of SMS through CRM and take your communication efforts to new heights.


Maximizing B2B Success: The Power of Email Marketing Campaigns and Master Lists

Significance of e-mail marketing:

The significance of proficient communication in the ever-changing realm of business-to-business (B2B) marketing cannot be emphasized. Email marketing is a dependable and effective approach among the several that are accessible for connecting with business-to-business (B2B) clients. This blog article will discuss the importance of email marketing to business-to-business (B2B) clients, the need to assemble an email master list, and the use of email campaigns to generate meaningful interaction and leads.

Utilizing Email to Reach B2B Clients

In business-to-business (B2B) marketing in CBS-CRM, building trusting connections with customers and prospects is critical. Businesses can interact directly and individually with their target audience by using email marketing. . In contrast to business-to-consumer (B2C) marketing, which prioritizes mass appeal and impulsive purchases, business-to-business (B2B) email marketing focuses on providing insightful, pertinent material that answers the unique requirements and pain points of industry experts.

The Value of a Master Email List

The creation and upkeep of an email master list is essential to every B2B email marketing campaign that is effective. The contact details of present and potential clients, industry influencers, and other pertinent stakeholders are all included in this extensive database. Careful consideration, data collecting, and permission-based opt-ins are necessary while building an email master list in order to maintain compliance with privacy laws and cultivate recipient confidence.

Creating a Master Email List


Segmentation: Using parameters like industry, firm size, region, or buyer's journey stage, divide your email master list into groups. As a result, communication can be more focused and individualized to meet the unique requirements and preferences of each group.


Optimization: Make constant improvements to your landing pages and email sign-up forms to entice users to join your mailing list. To encourage sign-ups, provide rewards like discounts, access to industry insights, or unique material.


Networking: To grow your email master list, take use of trade exhibits, webinars, social media platforms, and networking events. Interact with business leaders, take part in pertinent conversations, and provide your contact details to people who genuinely show interest in your goods or services.

Successful Email Marketing Techniques

It's time to unleash the power of targeted email marketing when you've established a strong email master list. Here are some tactics to think about:

Customization: Make sure the content of your emails speaks to each recipient's particular requirements and interests. Refer to them by name, mention their business or sector, and offer information that solves their problems and offers real value.

Content for Education: Share educational articles, case studies, whitepapers, and how-to manuals to establish your brand as a thought leader in your sector. Give them useful advice and workable answers to help them overcome obstacles and accomplish their goals.

Calls to Action (CTAs): Clearly define the desired action you want recipients to take and include compelling CTAs that prompt them to engage with your content. Whether it's registering for a webinar, downloading a resource, or requesting a product demo, make it easy for recipients to take the next step.

Strategies for Email Campaigns That Work

Now that you have a strong email master list, it's time to leverage personalized email marketing. The following tactics are some to think about:

Individualization Make sure the content of your emails speaks to the particular interests and requirements of each recipient. Say hello, make a connection to their business or sector, and supply them with material that solves their problems and adds real value.

Instructional Materials: Through the dissemination of educational articles, case studies, whitepapers, and how-to manuals, establish your brand as a thought leader in your sector. Provide recipients with useful information and doable solutions to help them overcome obstacles and accomplish their goals.



Why is CRM needed, and How is it used in small businesses?

CRM is mainly designed to help you maintain better relationships with the customers and drive higher customer satisfaction and loyalty. These things work well for all small, medium, and large businesses.

Customer Relationship Management (CRM) is software that should be the heart of your company's interactions with all of your current and future clients or leads. CRMs help manage the contacts, track sales, record activities, send emails, make calls, and do dozens of other functions. 

CRM for small businesses is the potential tool that helps you track and manage customer interactions in the cloud. The CRM for small businesses effectively manages customers' data in a centralized database, keeping all the information.

CRM allows you to access information easily wherever you need it around the clock.CRM Software helps you track the complete sales process from the lead generation, prospects' engagement, sales conversion, close deals, invoice management, customer support. Let us go through some of the benefits of CBS-CRM designed for SMB's and SME's.


Benefits of having CBS-CRM software in small business

There are several benefits of having CBS-CRM software in small businesses, such as

  • Client Management
  • Sales Strategy
  • Targeted Lead Generation
  • Easy Accessibility
  • Affordable cost


Client management

Client management is the first and the most vital part of every business, especially with the overwhelming information that we collect from our customers; every business knows the importance of customer relationship management. These days it's essential to keep track of all the customer information; to store the information, one must have CRM in place to be stressed free, and You won't need to do a stuffy filing cabinet anymore to save the information.

In CBS-CRM, we give options like Business to Business(B2B) and Business to Customer (B2C) in the setup wizard to get the data. Under each industry type, both leads and customer data are stored for effective targetting.

Sales Strategy

The sales strategy has become a vital part of every small business. Since the rise of digital marketing and online shopping, change is the only constant in any successful modern business. To survive, you need to adapt to innovation. Our CBS-CRM system allows you to track trends and change your sales strategy as needed.

Targeted lead Generation

For small businesses, it is crucial to generate more leads to grow your business effectively. It is done quickly through bulk email campaigns. You can send up to 10,000 emails to the targeted leads per day. Hence, CBS-CRM helps you automate and streamline your sales process.

It allows you to analyze and determine the correct lead for the business. Potential leads enable you to increase the productivity of the business. 


CBS-CRM is designed exclusively for small businesses that provide you with automation processes like email campaigns and easy integration. It will generate the right leads for your business at the right time to grow your business.

Easy Accessibility

CBS-CRM for small businesses is made for easy accessibility; it helps you access your customer data anytime around the clock with any device, laptop, mobile, or tablet. Etc, it allows you to store the information correctly.

Affordable cost 

Implementing CRM software for your business was highly expensive in the early days. With the emergence of cloud technology, CBS-CRM is cost-effective.

Small businesses need to manage their finance effectively. Managing and tracking sales performance is crucial for small businesses. It necessitates substantial human resources to get involved and sometimes leads to redundancy. 

Think of our CBS-CRM pricing, a cost-effective, simple to use, cloud-based CRM designed exclusively for SMB's users, best for small businesses.



What are the benefits of using email marketing in CRM Software?

In today's market, we can find many CRM software; the business has to be very sure to select the appropriate CRM software according to their business type, size, budget, and target audience.

For Small Medium Businesses (SMB), lifetime free CRM software is highly recommended. You can consider trying the CBS System's SLGT (Sales Lead Generation Tool) that requires no credit card at all. Under the free trial plan itself, you can manage up to 5 employees and send emails up to 200 with five different email templates.

What is automation in email marketing?

Email automation is sending triggered emails to customers/subscribers with relevant information. With email automation, you can generate leads, sales, and revenue, without missing an opportunity.

What are the benefits of email automation?

The benefits of email automation workflows:

  • Automatic and does not require intervention.
  • It helps in nurturing leads to make them more receptive.
  • It helps the sales team.
  • Increase brand awareness.
  • It provides better prospect personalization.
  • It paves the way for a planned email strategy.

Email Marketing Automation

By properly planning your subject lines and email main content, you can set up a marketing automation process that sends out your messages at specific times. It gives you the freedom to step away from the computer and enjoy your life. There is no need to watch and wait to ensure that your emails go out at the right time. Email automation done with the email marketing tool is a boon to a busy business.

During Email marketing campaigns, email automation can also play a key role. We know the importance of sending up a good follow-up email at the right time .when we have the best CRM, exclusively for email marketing with email automation features like CBS-CRM, then no need to worry about sending emails at the wrong time. 

Besides email automation, you can also assign other essential duties to the sales team to save time. These include call management, contacts management, Sales commission management, and ticketing. 

Bulk/Mass Email-Sending

Another benefit of using CBS-CRM software for email marketing is sending bulk emails with a single click. It is not just talking about one email to everyone on your contact details list. It is about sending emails in Single Drip and Multi / Group Drip emails to the potential customers that will enhance the visibility of emails. 

By hyper-segmenting the audience /master data, we can easily send customized email templates. Based on the Email Analytics report, we can prepare a sales marketing strategy to help the sales team focus on the interests /potential customers without wasting time. Also for sending announcements, and discounts, we can make use of this.


The role and benefits of Lead Management in CRM


No matter how small or big, the leads are the lifeblood of any business. Leads are high-intent customers who have shown an interest in your products /services but have not made a purchase yet. While starting a new business, a handful of leads is needed, to begin with, to grow and scale.


What is lead management?


Lead management is defined as the process of capturing, tracking, qualifying, and engaging leads until they are ready to be passed to sales executives.


Why do we need lead management?


Though different methods for lead generation are available today via multiple sources and channels such as websites, ads, cold calls, emails, events, etc., it’s critical to have an effective system to manage leads. To get a centralized process to manage lead information, score leads, maintain communication and even nurture them continually, we need to implement the lead management system.


Lead management process


Let’s take a look into the process involved in lead management.

Step 1:

Lead capture


The first and the foremost important step in lead management is lead capture which is carried out through various online and offline sources such as email, social media, webinars, paid ads, trade shows, and more. Adding lead data from these sources into your CRM software is not feasible, especially when high volume. Hence CBS-CRM system ensures that every lead is automatically fed into the system from web forms, emails, and chat, preventing loss of leads.


Drip Email Marketing in CBS-CRM helps you to send bulk emails without leaving the CRM. It also helps you to track emails, create and customize email templates according to your business and brand requirements and then embed them within your emails to capture high-intent leads. We can select the master data according to the business category and set the number of drips required for the concerned email campaign in your CBS-CRM, all in a single click.


Step 2:

Lead tracking


We can visualize what leads are looking at on your email campaign by tracking email visitors. We can learn the leads’ buying intentions that help us communicate better with them by providing the necessary context. CBS-CRM tracks the lead’s activities on website-email viewed, links clicked, resources downloaded, etc. These Email Analytics provide insights into leads’ behavior, allowing sales reps to understand their interests and personalize sales efforts.


Step 3: 

Lead qualification


Lead scoring is an effective way to qualify among leads. It is a methodology for ranking leads using terms such as ‘High,’ ‘Medium,’ or ‘Low’ to determine a prospect’s sales readiness. Whenever a lead is engaged with your business, their lead score gets updated by the sales representatives. CBS-CRM tracks customer/ score in the lead score and sales analytics that can help us effectively align your follow-up to the lead’s activity.

Step 4: 

Lead distribution

Manually assigning leads to the right sales reps is easy when your business is small, and you know them inside out. But when the sales team and number of leads get increased, it is tedious to handle and will also delay the lead response.


With CBS-CRM, we can create a rights management to assign leads to sales representatives and limit access, and more.

Step 5: 

Lead nurturing

To educate and demonstrate the value of your products/services, sending relevant content, promotional offers, etc., to your leads nurtures them forward in their decision-making process.


In CBS-CRM, you can use email campaigns to create, send, and track these personalized nurture campaigns.


Benefits of lead management


• Identify the right leads

• Engage with context

• Improve response time

• Improve productivity and maximize ROI

• Be more accountable


Signup for forever free CBS-CRM and start generating leads now!