Automate Lead Creation
You can Automate Lead Creation from a variety of various locations, such as emails, websites, online stores, and even data that isn’t online. It’s crucial to automatically and precisely record every lead so that you can keep track of sales, follow up on time, and get more People to buy.
Email, Web Forms, CRM, E-Commerce, Assignments, and Workflows all have lead automation built into ERPNext v16. This makes sure that no chance is missed and that leads are always available to be sent to someone and cared for.
1. Turn Emails into Leads
Many companies use a public email address, such as sales@yourcompany.com or info@yourcompany.com, on their website, in ads, and in other marketing materials. People who want to buy often submit questions directly to these addresses.
In ERPNext, you may create an Email Account that will automatically turn emails that come in into Leads.
How it works:
- Create an email address for the sales inbox, such as sales@yourcompany.com.
- Set the Append To box to Lead.
- For emails that don’t match, let “Create New Documents” happen.
With this setup:
- Every email that comes in creates a new Lead.
- The sender’s email address is used as the Lead’s email ID.
- The title and body of the email are saved as part of the Lead communication.
- Attachments are kept and connected to the Lead.
Advantages:
- You don’t have to enter data by hand.
- Faster response time
- Complete email history linked to the Lead
2. Get leads from web forms
You can utilize the Lead DocType in ERPNext to generate Web Forms and put them on your website.
You can:
- Connect the Lead fields to a form on the web
- Change the layout, labels, and validations.
- You can either put the form directly on ERPNext or add it to your website.
When someone fills out the form:
- A new Lead is made automatically by ERPNext.
- We keep the information you supplied right away.
- You can initiate notifications, automatic assignment, or workflows.
Some common usage are:
- Ways to get in touch
- Forms to Ask for a Quote
- Forms for asking about products
- Forms for requesting a demo
3. Get leads from orders that aren’t finished in the e-commerce module
You can utilize the E-Commerce Module in ERPNext to establish an online store for your products.
When someone visits your site:
- Looks at things for sale
- Adds stuff to the cart
- Starts the checkout process but doesn’t finish the order.
This information can automatically create a Lead in ERPNext.
This lets you:
- Watch out for carts that are left behind.
- Get in touch with people who might buy from you
- Make sure that those who are only interested in part of your product buy it.
For instance, a customer adds $500 worth of things to their cart but leaves before paying. You can collect their contact information and follow up with them as a sales lead.
4. Get leads by importing a spreadsheet
ERPNext offers a Data Import function that helps you produce Leads in bulk if you already have lead data in a spreadsheet or another system.
You can do the following with Data Import:
- You can import leads from CSV or Excel files.
- Connect the columns in the spreadsheet to the Lead fields.
- Before importing, check the data
- Bring in a lot of leads at once
This is the best way for:
- Moving leads from outdated systems
- Putting up the outcomes of a marketing campaign
- Importing lists of leads that you bought or made yourself
The best ways are:
- Clean up and get rid of duplicate data before importing.
- Make sure that phone numbers and email addresses are correct.
- After you import leads, use Assignment Rules to automatically give them to the right people.
