In Salesforce, the lead process typically involves the following stages:
Lead Capture: This is the first stage of the lead process, where leads are generated through various channels such as web forms, trade shows, and social media.
Lead Qualification: In this stage, the lead is evaluated to determine if it is a good fit for the company's products or services. This may involve verifying contact information and assessing the lead's needs and budget.
Lead Nurturing: If the lead is not ready to make a purchase, it may be entered into a lead nurturing program to keep the company top-of-mind until the lead is ready to buy. This may involve sending targeted emails or other forms of communication.
Lead Conversion: When a lead is ready to make a purchase, it can be converted into an opportunity in Salesforce. This typically involves assigning the lead to a sales representative and setting up a sales process to close the deal.
Customer: If the sale is successful, the lead is converted into a customer in Salesforce and becomes part of the company's customer database.