Lead Management

Optimize Lead Flow from Capture to Close

Managing sales leads effectively and optimizing lead flow across sales and marketing are critical to achieving sales success. With Salesforce you can track prospect inquiries and seamlessly route qualified leads to the right people enabling sales reps to get instant access to the latest prospects so business opportunities are never lost.

Online Lead Capture

Automate lead generation by capturing leads from your Web site directly into Salesforce and automatically send a personalized response based on information supplied by the customer.

Import Wizards

Quickly import sales leads from offline sources, such as trade shows, seminars, and direct mail, eliminating manual data entry.

Lead Search and Merge

Ensure that reps can easily identify prior interactions with a lead before following up. Easily merge duplicate leads with existing leads, contacts, and accounts for efficient lead management.

Automatic Lead Routing

Make lead management easy by setting up queues and assignment rules to automatically route leads to the right sales organization or rep based on customized business rules.

Security Controls

Allow reps to access sales leads in their own territories only and to manually share specific sales leads with other users to maximize business opportunity. Manage secure channel partner lead assignment.


Lead Tracking

Monitor leads end-to-end — from creation to conversion — with capabilities that include automatic date/time stamping, campaign or lead source tracking, lead status changes, and lead activity management. Marketing campaigns are easier to track and analyze with Salesforce lead management capabilities.

Lead Qualification

Establish lead qualification processes to make sure all sales reps use the same consistent methodology. Easily customize Salesforce to design distinct qualification processes and page displays for different business units or product lines.

Lead Conversion

Convert qualified leads to sales opportunities with a single click. Notify field sales reps when deals are assigned to them.

Email Prospecting and Tracking

Empower reps to send personalized, high-impact, template-based email messages to prospects in large numbers and to easily track responses all from one centralized Salesforce lead management system.