Lead

Normally a lead represents  potential customer, or existing customer. when you have a customer, you will need to make a deal with him/her. So, it seems leads are related to profiles, but they are not the same. A profile can have any number of leads associated with it.

Managing leads is one of the most important things any business needs to learn, because that’s how you help interested parties find the products they need from you.

You can’t leave sales to chance, though miracles do happen every once in a while. Most leads need to be nurtured through a dedicated cycle that will help manage a relationship, provide necessary information and support, and will answer questions to resolve doubts about the product or service you have on offer.

Depending on the lead type, source, and background, you may have a different funnel for each. You should look at your data, use your CRM, and determine how to tackle each lead on a personal, one-on-one basis in order to help them get the answers they need as soon as possible.

Using Kademi platform leads can be maintain easily.

Funnel

Simply a funnel is a method that receives a large amount of leads that "funnel" down to identify those prospects who are ready to listen to what you have to say.  More simply, a funnel is a better sales process for a company.

To edit a funnel, click on the edit button or on the funnel name.

Now this is the inside of a funnel. Kademi provides a lots of features with a funnel. All features are integrated within 3 tabs:

Journey Builder

Simply, Journey Builder is a tool for designing a workflow for how we interact with customer. JB marketer-friendly interface makes it easy to illustrate and share the path of each customer’s journey with your brand. Whether your plans include online channels like email or mobile or an offline channel like direct mail, Journey Builder enables you to increase campaign performance and drive customer satisfaction with always-on, event-driven, lifecycle marketing.

Using Journey Builder’s drag-and-drop tools, you can effortlessly transform ideas into live journeys in a matter of minutes. Design and manage every detail of the lifecycle for real-time responsiveness, and manage how and when customers move from interaction to interaction.

In kademi we have a enormous nodes list. such as,

• Calendar Event
• Send Email
• Email Result Goal
• Event Goal
• Automation Goal
• Add to Group
• Remove Profile
• Group Goal
• Page View Goal
• Contact form Goal
• Create Data Series
• Grant rewards
• Shopping Cart Goal
• Send Sms
• Sms Result Goal
• Begin
• Decision
• Timer Goal
• Assign Lead
• Start Journey
• Split Test
• Creat Task
• Set Field
• task Complete Goal
• and many more..........

All of them have their own settings. Now, you would like to have a play, right?

Properties

Inside property tab there are handful options to work with. they are,

• Title - Simple title.
• Leads Group - Set leads group.
• Sources  - From where leads are coming.
• Stages - which stages to be assigned  with leads. (hot, cold, warm etc.).
• Extra Fields - Custom fields can be added to leads as notes.
• Lost Reasons - Set custom reason.
• Customer Activities - Specify the list of activities that can be added to leads as notes, eg "send documents", "give quote".
• Funnel Testers - Profiles with a matching email domain  can have their delays processed faster, to aid with funnel testing.

When you are done. Save things by a click on Save button.

Leads

This is inside leads tab. Here you see leads came so far. Also you can Upload  leads with a CSV file. But, before that make sure you are following the standart CSV format. For this you have to download standard CSV file by exporting one.