LeadSquared is the number #1 EdTech CRM that businesses such as BYJU’s, Scaler, upGrad, have implemented to accelerate their sales process. It is a one-stop solution to mange student queries, improve student engagement, reach out to students, and boost sales outcomes. Here are a few drip campaign examples: 1. Customer engagement and delight – Zombies Run. Zombies Run is a running aide app that gamifies your daily running routine. It has a great backstory, running missions, great narration, life hacks on survival for people left in the aftermath of a Zombie Apocalypse, and much more.Managing sales leads is extremely important if you want to increase your chances of conversions. It involves lead capture, lead distribution, tracking lead activity, reporting, and a lot more. You can automate sales lead management using a CRM such as LeadSquared. Meenu Joshi.Capture inbound calls as leads: This integration can help you capture all phone calls and voicemails as leads within LeadSquared.2. Enable calling in just a click: MyOperator Click to call enables you to make calls directly from Leadsquared CRM.3. Pop-up notifications: Through live popup notifications on incoming calls, reply instantly to your ...A Definitive Guide to Enrollment Automation. Book a Personalized Demo Now! LeadSquared for Higher Education. Land more leads, fill more seats. Solutions for admissions teams, marketing teams, and IT teams.LeadSquared is the best CRM software for higher education that streamlines the admission process. It automatically captures student leads from sources such as social media, ads, websites, and education marketplaces. Further, it automatically distributes them to counselors, tracks student activities, and ensures follow-up with all prospective ...5.1 Form Settings. On the Create Form pop-up –. First, give your form a name. Then choose whether you want the form to contain lead fields, opportunity fields, activity fields, and/or task fields. If you choose to include opportunity, activity and/or task fields, you must select an opportunity, activity and/or task type.Feature Overview. Sales Intelligence and Efficiency through Reports and Analytics (SIERA) is LeadSquared's new-gen self-service reporting tool. Through SIERA, you can track leads, opportunities, organization revenue, user performance, and more. Additionally, SIERA helps you -. Customize reports and apply relevant filters to display crucial ...LeadSquared is known for Salary & Benefits which is rated at the top and given a rating of 3.2. However, Company culture is rated the lowest at 2.6 and can be improved. To know first hand how it is like to work at LeadSquared read detailed reviews based on various job profiles, departments and locations in the reviews section.With LeadSquared’s lead capture automation solution, collect leads in real time from various online sources. Import leads from lists in one click. Manage all client details, distribute leads instantly, and track interactions and conversion metrics—everything at one place. Phone calls and voicemails. No more discrepancies between sales and marketing teams. LeadSquared brings transparency. into the touch points and the sales statuses for all leads. 3. Workflow Automation. Tailor personalized journeys, drive individualized experiences – at scale – with absolutely zero code. 4. Marketing Analytics. Get prescriptive insights across lead ... The Calendly integration with LeadSquared automatically syncs customer meeting details ensuring teams always have access to real-time data. Every time a contact engages with a Calendly meeting, it automatically changes your sales CRM, enabling teams to boost sales velocity, complete more deals, and gather lead information. Note: Calendly paid subscription of type Professional/ Teams or ... 1. Feature Overview. LeadSquared’s Chatbot is a no-code, menu-driven bot builder through which you can create multiple chat flows to address lead queries swiftly and efficiently, while reducing your user’s efforts and workload. The chatbot is especially useful if you’re looking to automate answers to common enquiries, improve user ... Getting Started with LeadSquared Connectors. To develop your own connector on LeadSquared, you’ll need access to –. Two LeadSquared accounts with an …They can also enter transactions, change, or update information at the touch of a button. Ultimately, the CRM/ERP integration saves your company time and money in labor costs. It reduces data redundancy, thereby making life easier for you and your teams. 7. Boost customer relationships.Update only existing record – Leads that exist in both your WhatsApp Business and LeadSquared accounts will get updated in LeadSquared. 5.2.2 Mapping. On the Mapping screen, the WhatsApp Contact Capture system fields mapped to the corresponding LeadSquared lead fields are visible. This mapping is carried out by default.In a nutshell, the Lead Stages feature helps you create and track your sales funnel within LeadSquared. It gives the Sales User information about where a lead is in the funnel and helps them perform relevant activities and tasks to convert leads into customers. LeadSquared is configured with three default Lead Stages - Prospect; Opportunity ...In LeadSquared, you can track your lead’s journey from creation, through marketing and sales activities, all the way to conversion. The lead entity is highly customizable. In addition to system fields (first name, email, etc.), you can create custom lead fields (enrollment Id, passport number, etc.) to capture details specific to your ... LeadSquared is the best CRM software for higher education that streamlines the admission process. It automatically captures student leads from sources such as social media, ads, websites, and education marketplaces. Further, it automatically distributes them to counselors, tracks student activities, and ensures follow-up with all prospective ... LeadSquared (also known as MarketXpander Services) is a company developing a customer relationship management platform. It provides sales execution, field force automation, vendor onboarding, know-your-customer verification, and other services. The company caters to the healthcare, finance, real estate, education, and hospitality industries.Use signals to initiate calls proactively. Instead of running your call center processes reactively, build a proactive process. Capture live signals using lead behavior tracking, integrations with your other systems, and more. Recommend actions to call center agents automatically. For instance: If the product usage is low, the call center agent ...LeadSquared team has been exceptional in providing support and promptly resolving our queries in minutes. I strongly recommend LeadSquared. Pros. 1. Can be used even by Junior staff with minimal training - very intuitive product. 2. Has all the features that help us in our sales/marketing automation. 3. Landing page feature helps us creating ...The lead scoring mechanism was a part of the solution LeadSquared provided Uni to manage their sales process. They used lead and engagement scoring to prioritize high-intent leads. Further, they automated the lead distribution workflow, where high-priority leads were distributed to agents for follow-ups.With LeadSquared's lead capture automation solution, collect leads in real time from various online sources. Import leads from lists in one click. Manage all client details, distribute leads instantly, and track interactions and conversion metrics—everything at one place. Phone calls and voicemails.Geo-track them live from wherever you are, allow digital document upload, measure their performance and more. Lead Tracking | Lead Scoring | Geo Tracking | Attendance Capturing. Activity Management | Lead Management | Alerts & Notifications. Document Collection & Approval Process | Call Tracking. Get Customized Pricing. LeadSquared works best with Chrome and Firefox browsers. WARNING: This application ‘LeadSquared’ is available only for authorized users. If you are not an ... Getting Started with LeadSquared Connectors. To develop your own connector on LeadSquared, you’ll need access to –. Two LeadSquared accounts with an …Lead management systems are ideal for capturing and nurturing leads early in the sales funnel. They focus on converting leads into qualified opportunities. CRMs, on the other hand, manage the entire customer lifecycle, including sales, marketing, and customer service. If you're a growing business focused on lead generation and conversion, an ...Currently you can only share a lead with 3 = user. Pass 3 here. EntityId. Pass the ProspectAutoId (also known as LeadAutoId) here. You can get it by calling the Get Lead by Id API. You can also find it on the Manage Leads UI as ‘Lead Number’. ContextEntity. The context through which the lead is being shared. Currently only 1 = Activity is ...WARNING: This application 'LeadSquared' is available only for authorized users. If you are not an authorized user, please disconnect the session by closing the ...LeadSquared’s automotive CRM starts at a price of ₹1250/per month-per user. If you are looking for an end-to-end auto management platform with inquiry, inventory, partner, and field force management—this is a great price point to start with.Managing sales leads is extremely important if you want to increase your chances of conversions. It involves lead capture, lead distribution, tracking lead activity, reporting, and a lot more. You can automate sales lead management using a CRM such as LeadSquared. Meenu Joshi.LeadSquared has over 200+ integrations with multiple publisher panels and affiliates. Ever since SBU started its digital marketing initiatives, they had numerous lead inquiries from various sources. LeadSquared helped them integrate all channels and consolidate them. Currently, LeadSquared helps SBU with the following integrations: In LeadSquared, you can track your lead’s journey from creation, through marketing and sales activities, all the way to conversion. The lead entity is highly customizable. In addition to system fields (first name, email, etc.), you can create custom lead fields (enrollment Id, passport number, etc.) to capture details specific to your ... There are two main types of lead generation strategies: outbound ( cold calling, email marketing, attending events, and visiting prospects in-person) and inbound (SEO, social media marketing, PPC advertising, etc.). [ Also read: The expert strategy to improve B2C sales] Nidhi Agarwal.LeadSquared Healthcare CRM is a HIPAA-compliant patient management system that enables healthcare systems, hospitals, health tech companies, dental clinics, and other healthcare providers to track, manage, and communicate with patients. The end-to-end healthcare management system improves staff productivity and the patient journey.LeadSquared General Information Description. Developer of marketing and CRM software designed to increase sales execution, automation, and predictive analytics. The company's software helps to automate and streamline the complete marketing and lead generation process, right from lead capture to final conversions, increasing sales and … To install the Nudges Connector on your account –. From the main menu, navigate to Apps>Apps Marketplace. Search for Nudges Connector, and click Install. Alternatively, you can find the connector on the left panel, under Custom. Once the connector is installed, hover your cursor over , and click Configure. LeadSquared is a unified lead conversion and marketing automation platform that helps B2B & B2C businesses track, nurture, and manage their leads seamlessly. It includes services like sales CRM, mobile CRM, marketing automation, integrations, and conversion platform. LeadSquared enables its clients to manage their entire database on itsLearn. Sales. 9 Upselling Techniques That Work Like a Charm. Upselling is a tried and tested technique to offer your customers products or services of greater value than those they were first interested in. On average, upselling can increase your revenue by 10-30%. The probability of selling to a customer is 60-70%, while a prospect is 5-20%.Template 1: Patient onboarding SMS template. Hello [Name], thank you for visiting [Hospital/clinic name]. The last four digits of your MRN are [number]. For faster service, kindly fill out the form at [link] . 2. Regular checkups SMS template. You can intimate patients with chronic issues for regular checkups.Stage change automation. Set custom rules to change lead stages based on the lead scores. Notify sales reps automatically on stage change, allowing them to chase sales-ready leads faster. Example: Move a lead from 'Cold' to 'Warm' stage when the lead score crosses 100, and notify the respective sales person to follow-up.5.1 Form Settings. On the Create Form pop-up -. First, give your form a name. Then choose whether you want the form to contain lead fields, opportunity fields, activity fields, and/or task fields. If you choose to include opportunity, activity and/or task fields, you must select an opportunity, activity and/or task type.LeadSquared CRM is a SaaS platform that provides sales, marketing, and on-boarding automation solutions. It specialises in solving sales challenges for high lead-volume, high-velocity businesses that have multiple sales channels and teams. Currently, LeadSquared is helping 2000+ enterprises across 40 countries enhance their sales.LeadSquared CRM is a versatile mobile app that helps sales teams run their field operations without a glitch. It offers features such as customizable navigation, instant notifications, smart lead insights, location reports and more.4. Add or update leads in LeadSquared for new Zoom registrants. 5. Create LeadSquared leads from Unbounce form submissions. The Zapier connector allows you to connect your LeadSquared account with over 750+ apps to work together seamlessly. You can capture leads, update records, sync contacts, and more between your apps with ease.LeadSquared is a platform that helps you capture, nurture, and convert leads across multiple channels. You can create landing pages, emails, WhatsApp campaigns, and more with drag-and-drop tools, and track your campaign performance with marketing attribution.Authentication Models. There are 3 authentication models available with Lapp in order to call Lapp API securely. These are described below –. With the x-api-key in the Header. The most secure and suggested mode to call a Lapp API is by passing the x-api-key in the request header. The x-api-key is displayed when you publish/republish a Lapp.LeadSquared’s platform includes lead scoring, lead qualification, and lead distribution features to help sales organizations maximize their time. You can see at a glance where your leads are in the funnel, what makes them sales qualified or marketing qualified, and know where your best chances are at closing the sale. ...Who is LeadSquared. Founded in 2011, LeadSquared is a marketing and sales execution platform helping small and medium businesses drive revenue by aligning their market ing and sales activities. LeadSquared is headquartered in Bangalore, India with additional locations across the globe. Read more. LeadSquared's Social MediaCollecting all the leads in one place helps manage leads better and understand which channel is performing better. Typically, a CRM system allows you to capture leads from: Voicemails and inbound phone calls. Digital ads. Websites. Online marketplaces. Chatbots and live chats. Social media. Online portals.Stage change automation. Set custom rules to change lead stages based on the lead scores. Notify sales reps automatically on stage change, allowing them to chase sales-ready leads faster. Example: Move a lead from ‘Cold’ to ‘Warm’ stage when the lead score crosses 100, and notify the respective sales person to follow-up.Mavis Database. Mavis Database (Mavis DB) enables you to create databases right inside your LeadSquared account. Providing an easy-to-use UI, Mavis lets you define table structures, store and manage data including text, numbers, dates, JSON, coordinates, and more. You can directly import your spreadsheets (CSV format) to create and manage ... Welcome to LeadSquared. The purpose of this document is to provide you step by step guidance on the setting up and using of LeadSquared as a Sales User. 1. Log in to LeadSquared. Log on to LeadSquared using your username and password at login.leadsquared.com. If you do not have your login credentials, please check with your LeadSquared ... LeadSquared's Chatbot is a no-code, menu-driven bot builder through which you can create multiple chat flows to address lead queries swiftly and efficiently, while reducing your user's efforts and workload. The chatbot is especially useful if you're looking to automate answers to common enquiries, improve user productivity, and engage ...LeadSquared system allows the users to understand the intent of the leads • Identify a user's intent to buy with tracking and trigger engagement actions • Across all channels and devices -emails, text messages, social, phone calls, portals and more Marketing users can trigger engagement with the leads via LeadSquared 9Marketing + CRM + Lead management - all in one place. "Since using LeadSquared, we are able to maintain a higher engagement with our leads with email campaigns and automation. Detailed marketing reports give us an idea of our best performing campaigns. And the best part - it has all the tools we need for marketing, CRM and lead management2 days ago · LeadSquared is a versatile mobile CRM that helps your sales team run their field operations without a glitch. Your team can plan their day in advance, navigate to their meetings and automate mundane sales tasks to improve their productivity. They can also access all their leads, tasks and meetings, even with limited connectivity. Onboard customers faster with e-KYC verification. Ensure faster and efficient customer onboarding. LeadSquared add-ons like eKYC verification solution and Video KYC helps insurance providers eliminate lengthy verification processes, reduce costs & fight fraud. Help your onboarding agents (both on and off the field), KYC reviewers, and ...1. Capture Leads in Real-time: Easily convert your leads into customers by creating meaningful online transactions at scale. 2. Build custom web form: Create custom web forms to capture leads, collect data, and automate your workflows. 3. Field Mapping: Capture more information from your leads with advanced field mapping for both custom and ...With Freshdesk Ticketing Connector in LeadSquared, tracking your customer's tickets becomes easier. Engage in more meaningful conversations every day, with every customer. Give agents more context to proactively understand customer needs and offer the next-best action. Create, prioritize, and categorize tickets and leverage the power of your entire organization to deliver customer delight.Nov 21, 2023 · Founded in 2011 by four engineers Nilesh Patel, Prashant Singh, and Sudhakar Gorti, LeadSquared is a state-of-the-art SaaS platform that offers complete sales, marketing, and onboarding automation solutions. In this article, we bring you all the relevant information regarding LeadSquared, its business and revenue model, funding and investors ... WARNING: This application 'LeadSquared' is available only for authorized users. If you are not an authorized user, please disconnect the session by closing the ...LeadSquared is a versatile mobile CRM that helps your sales team run their field operations without a glitch. Your team can plan their day in advance, navigate to their meetings and automate mundane sales tasks to improve their productivity. They can also access all their leads, tasks and meetings, even with limited connectivity. ... To install the Nudges Connector on your account –. From the main menu, navigate to Apps>Apps Marketplace. Search for Nudges Connector, and click Install. Alternatively, you can find the connector on the left panel, under Custom. Once the connector is installed, hover your cursor over , and click Configure. Learn how to create, track, score, and convert leads in LeadSquared, a lead management software for sales and marketing teams. Customize lead fields, lead stages, lead sources, and lead activities to suit your business needs and preferences.LeadSquared | 276,715 followers on LinkedIn. Transform the way you run high velocity sales. | LeadSquared is a new-age SaaS CRM platform that provides end-to-end sales, marketing, and onboarding automation solutions. The company specializes in solving sales challenges for high lead-volume, high-velocity businesses that have multiple sales channels and teams.LeadSquared, Bangalore, India. 22,359 likes · 117 talking about this. LeadSquared: Bridging Gaps, Empowering Success - One Platform, Infinite Solutions.21st June, 2022 LeadSquared, is the latest Indian startup to become a unicorn. LeadSquared has raised $153 million in a Series C funding round that valued it at $1 billion (post-money). The round was led by WestBridge Capital, the 11-year-old startup said. Existing backers including Gaja Capital also participated in the new funding, which takes ...Leadsquared. Leadsquared is a Consumer Services company and has headquarters in Bengaluru, Karnataka, India. Leadsquared specialises in marketing automation, crm. You can view Leadsquared top decision makers contact numbers by …To install the Nudges Connector on your account -. From the main menu, navigate to Apps>Apps Marketplace. Search for Nudges Connector, and click Install. Alternatively, you can find the connector on the left panel, under Custom. Once the connector is installed, hover your cursor over , and click Configure.After successfully serving many clients under the MarketXpander services, the main idea of LeadSquared was born. It started offering customized email marketing campaigns, user-friendly landing pages, and lead management for small and micro businesses. In 2014, LeadSquared was named an "Exemplar" by NASSCOM.LeadSquared’s EdTech CRM is trusted by the best EdTechs in the world and is among the best sales and marketing solutions for educational organizations to boost EdTech opportunities. The digital education space is blossoming. With companies reporting over 10x growth, generating leads is hardly a problem for most companies. ... Read The Full Story. “With LeadSquared in place, we can track end-to-end student journeys. Automation enables us to constantly build rapport with the students and make data-driven decisions on marketing campaigns and product pitches. All of this is based on quality insights from custom reports.”. In LeadSquared, you can track your lead’s journey from creation, through marketing and sales activities, all the way to conversion. The lead entity is highly customizable. In addition to system fields (first name, email, etc.), you can create custom lead fields (enrollment Id, passport number, etc.) to capture details specific to your ... LeadSquared, Bangalore, India. 22,359 likes · 117 talking about this. LeadSquared: Bridging Gaps, Empowering Success – One Platform, Infinite Solutions.Currently, LeadSquared, Salesforce, SugarCRM, Zoho CRM, and Microsoft Dynamics 365 are popular CRM systems globally. Salesforce states that CRM is one of the top three tools for better customer synergy, loyalty, and marketing ROI. In reality, it is now the most prominent software market globally.The lead scoring mechanism was a part of the solution LeadSquared provided Uni to manage their sales process. They used lead and engagement scoring to prioritize high-intent leads. Further, they automated the lead distribution workflow, where high-priority leads were distributed to agents for follow-ups.AdWords uses ad text ideas and other assets right from your app store listings. All you need to do is provide some text, a budget. and a starting bid. Also, don't forget to set languages and locations for the ad. By utilizing all this information, AdWords itself designs a variety of ads in different formats.LeadSquared provides sales, marketing, and onboarding automation solutions to several leading EdTechs globally. Get in touch with our experts to learn more about how an EdTech CRM can help you grow. B. BOOK NOW. Nidhi Agarwal. Nidhi is a content writer/editor at LeadSquared. She works closely with sales professionals and senior management to ...LeadSquared's platform includes lead scoring, lead qualification, and lead distribution features to help sales organizations maximize their time. You can see at a glance where your leads are in the funnel, what makes them sales qualified or marketing qualified, and know where your best chances are at closing the sale. ... Read The Full Story. “With LeadSquared in place, we can track end-to-end student journeys. Automation enables us to constantly build rapport with the students and make data-driven decisions on marketing campaigns and product pitches. All of this is based on quality insights from custom reports.”. With LeadSquared’s lead capture automation solution, collect leads in real time from various online sources. Import leads from lists in one click. Manage all client details, distribute leads instantly, and track interactions and conversion metrics—everything at one place. Phone calls and voicemails.I am having a great time working at LeadSquared. The people are collaborative and creative and I’ve made some lasting friendships. There is a large bro-dude feel to the culture which makes it more fun to work.”. “If you are looking for a lot of learning, a lot of challenges and just the right amount of fun and games, LeadSquared is the ...User Management. The Users resource is the primary way of interacting with LeadSquared. This section details all operations you can perform on users. Permission Templates (a key user management tool) help you assign view and edit rights on leads and activities to your users. You can also perform CRUD operations on permission …"LeadSquared is a great tool for marketing automation and following up. It has centralized our entire sales process. With higher visibility into lead status, we have better insights into how we can improve our internal workflows."From the LeadSquared Dashboard hover your cursor over to My Account. Click on Settings>Leads>Core Activities and Scores. A window containing core activities and the scores assigned against each of them will appear. On the top right corner, click Edit. Make the required changes and then click Save.
To install the Nudges Connector on your account -. From the main menu, navigate to Apps>Apps Marketplace. Search for Nudges Connector, and click Install. Alternatively, you can find the connector on the left panel, under Custom. Once the connector is installed, hover your cursor over , and click Configure.. Firekerin
Is LeadSquared a good company to work for? LeadSquared has an overall rating of 3.1 out of 5, based on over 703 reviews left anonymously by employees. 49% of employees would recommend working at LeadSquared to a friend and 49% have a positive outlook for the business. This rating has decreased by 15% over the last 12 months.Upload a file to your LeadSquared account. Get Details of a Lead Owner Specify a lead using any identifier and get the owner’s details. Remove Values from a Lead Drop-down Field Remove one or more existing values from a lead drop-down field. Get a Lead’s Notes Retrieve all notes associated with a lead. Get Info on Merged Child LeadsI am having a great time working at LeadSquared. The people are collaborative and creative and I’ve made some lasting friendships. There is a large bro-dude feel to the culture which makes it more fun to work.”. “If you are looking for a lot of learning, a lot of challenges and just the right amount of fun and games, LeadSquared is the ...LeadSquared's Insurance CRM. A life insurance CRM gives you perfect control over your leads, potentially helping you to sell more life insurance policies. LeadSquared's insurance CRM software carefully addresses the most important issues that life insurers face in the field. The platform allows you to get more out of your leads, increase ...WARNING: This application 'LeadSquared' is available only for authorized users. If you are not an authorized user, please disconnect the session by closing the ...Book a Personalized Demo Now! Complete Marketing Automation and CRM software for businesses. Organize your lead capture, lead management, sales management & …I am having a great time working at LeadSquared. The people are collaborative and creative and I’ve made some lasting friendships. There is a large bro-dude feel to the culture which makes it more fun to work.”. “If you are looking for a lot of learning, a lot of challenges and just the right amount of fun and games, LeadSquared is the ...Reports. Navigate to Reports>Reports Home. To view a report, click on a category and select the Report you need. Enter the specifications and click Show. Alternatively, you can also use the search bar to find a report. To add a report to your Favourites, alongside the report name, click . To view your Favourite Reports, navigate to Reports>My ... Trusted by leading organizations like AmazonPay, Kotak Securities, NIIT, Manipal Hospitals, and many others, LeadSquared is the best lead management system for enterprises. Scalable. Affordable. Customizable. That's how we describe our Lead management system. Manage your leads, sales processes, and teams in one place. You must be an administrator of your LeadSquared account. API calls will fail if you pass the access and secret keys associated with any other user role. You must also pass the registration token in the header of the Register User API. DateTime Format. The supported DateTime format for all LeadSquared APIs is UTC (YYYY-MM-DD HH:MM:SS).The Calendly integration with LeadSquared automatically syncs customer meeting details ensuring teams always have access to real-time data. Every time a contact engages with a Calendly meeting, it automatically changes your sales CRM, enabling teams to boost sales velocity, complete more deals, and gather lead information. Note: Calendly paid subscription of type Professional/ Teams or ...LeadSquared’s Chatbot is a no-code, menu-driven bot builder through which you can create multiple chat flows to address lead queries swiftly and efficiently, while reducing your user’s efforts and workload. The chatbot is especially useful if you’re looking to automate answers to common enquiries, improve user productivity, and engage ...No more discrepancies between sales and marketing teams. LeadSquared brings transparency. into the touch points and the sales statuses for all leads. 3. Workflow Automation. Tailor personalized journeys, drive individualized experiences - at scale - with absolutely zero code. 4. Marketing Analytics. Get prescriptive insights across lead ...LeadSquared is a feature-rich platform that helps you capture, qualify, route, and track leads and activities across various channels. It offers automation, reporting, integration, and mobile app for sales and marketing teams.Create a Lapp Using the Editor. To create a Lapp –. On the Manage Lapps page, click the Add Lapp button. Enter a name and description for the Lapp. Select the Coding Mode as Editor (write your code directly in the Lapps code editor). Next, click the Notification icon for a quick introduction to the Lapp features.CRM for banks is a great tool to provide personalized customer experiences and manage sales and operations efficiently. To make the most of the CRM solution, use behavioral data to send personalized, triggered marketing campaigns, use predictive analytics to understand customer sentiments and forecast sales, and automate operational tasks to ... By providing all sales tools in one platform, LeadSquared is the best sales management software for enterprises and startups alike. It offers the following features: Customer relationship management. Lead management & prospecting. Analytics & reporting. Sales process management. No code sales automation. 4 Ways to Get Free B2B Leads for your Small... By Meenu Joshi | 15 Mar, 2013. Learn sales and marketing techniques from experts and how you can automate B2B processes using CRM to drive more sales. LeadSquared for B2B businesses.5.1 Form Settings. On the Create Form pop-up –. First, give your form a name. Then choose whether you want the form to contain lead fields, opportunity fields, activity fields, and/or task fields. If you choose to include opportunity, activity and/or task fields, you must select an opportunity, activity and/or task type..