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      3. Handle CRM

      Lead Management

      How to handle leads in Handle CRM.

      Questions You’re Likely Asking About Lead Management

      How can we…

      1. Centralize and organize our leads? 
      2. Increase accountability and improve follow-up? 
      3. Provide clear direction and drive behavioral change?
      4. Eliminate miscommunication with leads and sales team?
      5. Reduce manual data entry, manual checks and human error? 
      6. Maximize our marketing budget?

      Handle’s Solutions and What You Will Learn

      Best practices for…

      1. Automatically centralizing and assigning leads
      2. Streamlining communication with leads and staff
      3. Increasing conversion of leads to Quoted Opportunities
      4. Evaluating the cost and quality of lead sources
      5. Minimizing data entry with Handle’s API and integrations 
      6. Increasing Accountability, productivity and efficiency

      Lead Input and Assignment

      Common Problem: 

      Disorganized and decentralized leads contained in various systems, with countless duplicate accounts, and manually checking if a new lead is already a current customer.

      Handle’s Solution and Best Practice: 

      Once a lead enters the Handle system via automatic integration, or through manual entry, Handle can cross-reference with your company’s ERP to check whether the information matches a current customer, a prospect profile, or is entirely new. 

      After the status of a new lead is determined, Handle will automatically assign it to a specific salesperson, or notify the person in charge of lead distribution that a new lead is available for assignment.


      What Handle Customers Have to Say:

      “Before Handle, our leads were coming in from random emails, phone calls, and walk in… we had no way to track if people were calling them back or if they were even being contacted… But with Handle’s sales call entity, we can quickly see if a sales guy has made contact with a lead within 24 hours, or made a sale…”

      Automatic Communication and Activity Tracking

      Common Problem: 

      Not communicating with new leads in a timely manner, and understanding where a salesperson is in the lead qualification process.

      Handle’s Solution and Best Practice: 

      Handle can communicate automatically with the lead via text or email, and inform them that their information has been received and that someone will be in touch with them shortly.

      Once a lead is assigned to a salesperson, Handle can begin a series of automated communications with the lead, and automatically inform the salesperson via the dashboard, text, or email.

      Automatic status updates remind the salesperson to contact the lead based on follow-up thresholds.

      What Handle Customers Have to Say:

      “Handle has been a phenomenal help to us for customer service and sales because it takes down all our communication “barriers,” creates accountability for everybody and allows us to have each other’s backs.”

      Qualification to Quoted Opportunity

      Common Problem: 

      Repetitive manual data entry and trying to find and compile all information collected throughout the lead qualification process.

      Handle’s Solution and Best Practice: 

      After the salesperson qualifies the lead, by creating a quote, starting an assessment, or creating a search for equipment not currently available at the dealership, with a click of a button it becomes an Opportunity. All activity data is automatically passed on to the opportunity phase in the sales flow process.

      Resources for Management – Smart Reporting

      Common Problem:

      Not understanding the quality, cost, and success of leads from all of your sources.

      Handle’s Solution and Best Practice:

      As Handle collects all vital lead data, including lead source, manner of entry, conversion ratios, and more, management and leadership will be able to run in-depth analyses on lead source cost and quality, as well as salesperson performance during the lead conversion phase. 

      One of Handle’s newest features is the Formula Tile (available January 2021). This solution allows you to easily compare any data you are already collecting and reporting on in your Handle.

      What Handle Customers Have to Say:

      “My favorite thing about Handle is that you can create a search to pull pretty much any information you want. For example, each month I pull a lead report and a sales report. These reports let us track how much money we’re spending on advertising in certain spots and see how much each is paying off.”

      Tools and Solutions that Can Help Improve Your Lead Management Workflow:

      • The Handle Agent
      • Mobile Configuration
      • Automations and Imports
      • Zapier Integration
      • FMiD and EDA
      • ZipWhip