There
are multiple ways in which leads are generated and one of the most
common methods is through webinars, trade shows, conferences etc. where
you get to meet interested customers face-to-face. Very often, they
would share their business cards for follow-up calls and meetings and
may sometimes prefer to be contacted at a specific time.
You
may want to store their information securely in a database and set
reminders for follow-up emails and calls. CRM is the best place to keep
your customer data safe, and organized, however, there are chances of
introducing errors inadvertently while
manually entering them into the database. To avoid such erroneous data
entry, loss of data, and compromising data security you can scan the
business card at the event and add them to the CRM account as leads or
contacts right away. This will automate the lead capturing process and
reduce the manual intervention of the reps.
Another
benefit of automating the process is, that the record will be readily
available for the other teams like pre-sales, marketing etc. to take
prompt actions as they will not have to wait till the record is manually
entered in CRM.