What is lead conversion criteria in borg sales crm ?
In Borg Desk ERP’s Sales CRM, Lead Conversion Criteria determine when a lead is qualified and ready to be converted into an Opportunity or Customer.
What is Lead Conversion?
Lead conversion is the process of qualifying a lead and moving it forward in the sales funnel, either as:
✅ Opportunity – A potential lead that still requires follow-up
✅ Customer – A fully converted lead ready for sales transactions
Lead Conversion Criteria is not part of Borg ERP however, Borg Desk recommend to include this to be part of Sales SOPs. This criteria is very versatile & can be different from one business to another business.
You can define lead conversion rules based on:
1️⃣ Lead Qualification Criteria
A lead is converted when it meets specific criteria, such as:
✅ Interest Level (Hot/Warm Leads)
✅ Budget Approval from Lead
✅ Decision-Maker Engaged
✅ Product Demo Completed
✅ Positive Response from Customer
2️⃣ Lead Engagement & Follow-ups
✅ Minimum number of follow-ups completed
✅ Lead has responded positively via email, call, or meeting
✅ Lead has requested a quotation or proposal
3️⃣ Lead Stage Progression
✅ Lead has moved past Initial Contact and is now in Negotiation
✅ Lead is tagged as Interested/Finalizing in the lead funnel
4️⃣ Document Submission / Order Request
✅ Lead has submitted necessary documents (if required)
✅ Lead has placed a trial order/sample request
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