#BiginnersTips- Filtering Leads vs Contacts in Bigin - Post 4

#BiginnersTips- Filtering Leads vs Contacts in Bigin - Post 4

Contacts and Leads are two important terms in any CRM. While they seem similar, they have distinct differences that can greatly impact the success of a business. Keep reading to know more:

 

Contacts are individuals or companies that you have established a connection with. These contacts can come from various sources such as trade shows, business cards, events etc. But the main characteristic of a contact is that they have not showed any interest towards your business. They may have simply provided their information to keep in hopes of staying in touch.

 

Leads are individuals or companies that have expressed interest in your business. They have taken some sort of action that hints to actively seeking solution to a problem they are facing. Leads are potential customers who generate revenue after nurturing them and converting them to become a loyal customer of your business.

 

In this post, we will see how Bigin lets you differentiate between contacts and leads so users can choose where to shift their focus, generate more sales and maintain customer relationships. Though Bigin doesn't have a separate Leads module, you can use the Contacts module more efficiently through a few workarounds to filter leads

 

Workaround 1: Contacts Without Pipelines

 

In the Contacts module, we have options such as Contacts with Open Pipelines and Without Pipelines as seen in the example below which helps you filter between Contacts and Leads. Here, you can categorize Contacts Without Pipelines as Leads.

 


 

 


What is Contacts Without Pipelines?

 

Contacts without pipelines refer to those contacts who are not currently engaged in a sales process with your business. These contacts may have expressed interest in your product or service in the past but have not entered into a sales process. Getting this information at the click of a button, can help sales representatives reach out to these contacts and convert them into leads to build a strong sales pipeline.

 

What is 'Contacts with Open Pipelines'?

 

Contacts with open pipelines refer to those prospects who are currently engaged in a sales process with your business. These contacts are typically at various stages in the sales cycle, ranging from initial lead qualification to deal closure. Users can also create custom fields to capture additional information about their contacts, such as their industry or interests, making it easier to segment their contacts.


 


 

 


WORKAROUND 2: Tags

 

Have you heard of Tags in Bigin? If not, you're about to.

 

Tags are labels that helps you organize and categorize contacts and records efficiently in Bigin. Users can add tags based on the certain characteristics, interests or attributes of a contact/ record. You can create custom tags according to your business such as "hot leads" in red, "follow-up" in orange, "prospect" in green. You can quickly filter or search records based on tags.

 

 

Thus, Bigin offers the flexibility and tools to manage and sort your contacts and leads efficiently providing you a streamlined user experience. I hope these workarounds can optimize your lead management process.

 

Let us know if you are using any other workaround to classify leads in your business. We're all ears!


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