Custom Dispositions

At AIMcrm we think you’ll agree that all sales lead fall into one of four mutually exclusive groups:

• Open Leads These leads are being worked by one of your sales representatives, and no conclusion has been made as to whether the sale will happen or not.
• Closed and Won These leads have turned into paying customers; the deal has been closed.
• Closed and Lost A sale could have been made, but for some reason the potential customer chose not to purchase your products or services.
• Not Qualified This sales lead was never really in the market for your products or services. There was never a need, the means, or the desire to purchase your offering.

Assign a Sub-Status to Each Lead

Under each status, choose from a customizable list of sub-statuses which categorizes them within each of the four statuses. This allows you to pull reports on exactly where each lead is within the sales cycle, providing you with data to quickly make crucial business decisions. For example, you may want to keep track of why sales are lost that could have been won. To report on this, create sub-statuses of: "Chose Competing Product" or "Too Expensive". Then, when you look back at your reports you will see exactly which of your sales were lost to the competition which were lost due to price.

Custom Sub-Statuses

With AIMcrm, set up custom sub-statuses for each of the four basic statuses (open, closed-won, closed-lost, or non-qualified) These help set the stage of the lead. Some common custom sub-statuses are:

• Status: Open Custom Substatus: left message, made 1st contact or pending loan pre-qualify
• Status: Closed-lost Custom Substatus: went with competition, didn’t qualify for loan, or couldn’t contact
• Status: Non-qual Custom Substatus: Non-financially viable, or not appropriate for services.

Sub-statuses can even be color-coded so you can easily distinguish between your leads in the lead list. Custom sub-statuses pinpoints the progress of a lead through your sales cycle. They’re a great way to further divide leads and refine your lead list with precision.

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