Understanding Leads and Accounts

In the dynamic world of sales, understanding the tools at your disposal is crucial. Today, we will delve into two key components of this CRM: leads and accounts.

Leads:

In ShareBuilder CRM, a lead represents a potential sales opportunity. It could be a person or an organization that has expressed interest in your product or service but has not yet entered the sales pipeline. One unique aspect of leads in ShareBuilder CRM is that they can be requested by any Account Executive (AE), fostering an environment of healthy competition and motivation.

Leads are essential elements of the CRM and are often generated from digital marketing efforts. ShareBuilder CRM simplifies lead management by integrating with platforms like HubSpot, breaking down barriers and enabling your team to manage existing accounts and new leads concurrently.

Accounts 

Accounts in ShareBuilder CRM, on the other hand, are more than just leads. They represent customers that have been qualified and have entered the sales pipeline. Account list management in ShareBuilder CRM is designed to help sales teams prioritize accounts with the most significant potential, keeping them focused on targets that can bring in and exceed budget.