This update brings a powerful addition to the CRM module with the introduction of Leads and Opportunities. Leads serve as a way to capture initial contact information or raw prospects, while Opportunities allow you to track and manage vetted, qualified leads that are further along in the sales process. As part of this update, leads can now be converted into opportunities once they meet the necessary criteria, providing a seamless transition as prospects are nurtured through the sales funnel.

Key Features:

1. Leads: Capture raw, unqualified prospects that have shown interest or been collected from different sources (forms, website, events, etc.). Easily track the status and progress of each lead as they move through your pipeline.
2. Opportunities: Convert qualified leads into Opportunities once they are vetted, signaling they are ready for more focused engagement and follow-up. Track detailed information for each opportunity, including sales stages, potential deal value, and expected close dates.
3. Lead to Opportunity Conversion: Convert a Lead into an Opportunity with a single click once it has been vetted. This ensures your pipeline remains organized, and sales teams can focus on nurturing only the most promising prospects.
4. Dynamic Fields and Statuses: Both Leads and Opportunities support dynamic statuses that you can customize to reflect different stages in the sales process (e.g., "Contacted", "Qualified", "Proposal Sent"). Add and manage dynamic fields to capture relevant data specific to your sales process, such as deal value, close probability, or product interest.
5. Comments and Collaboration: Both Leads and Opportunities support commenting, allowing your team to collaborate, share notes, and track interactions with prospects in real time.
6. Filtering and Reporting: Use the filtering and reporting tools to view and track leads and opportunities by status, date, or other custom criteria, enabling you to quickly analyze your sales pipeline.
7. Integrated with Platform Features: All default Aroopa Apps platform features, such as automation, workflows, and notifications, are fully supported for both leads and opportunities, allowing you to automate actions and keep your sales process running smoothly.

Use Case Examples:

1. Lead Capture and Nurturing:
2. Scenario: A new lead fills out a form on your website. The information is captured in the CRM as a Lead, with the initial status set to "New". Over time, through automated follow-ups or manual contact, the lead becomes more engaged and is qualified as an Opportunity.
3. Benefit: This ensures that your sales team focuses only on the leads that are most likely to convert, while keeping unqualified leads organized for future nurturing.
4. Sales Pipeline Management:
5. Scenario: You’re tracking the progress of multiple deals in your CRM. Some leads have been vetted and moved to Opportunities, while others are still being evaluated. The sales team can collaborate on each Opportunity, adding comments, updating statuses (e.g., "Proposal Sent"), and tracking the next steps.
6. Benefit: By separating Leads and Opportunities, your team can manage prospects at different stages of the sales cycle, ensuring no leads fall through the cracks.
7. Automated Workflow for Lead Qualification:
8. Scenario: When a Lead reaches a certain level of engagement (e.g., opens multiple emails, requests a demo), a workflow is triggered that automatically updates the lead's status to "Qualified" and converts it to an Opportunity. This opportunity is then added to the sales team’s pipeline for follow-up.
9. Benefit: Automating the qualification process reduces manual effort, ensures consistency, and speeds up the transition from lead capture to opportunity management.
10. Custom Reporting on Lead and Opportunity Conversion:
11. Scenario: You want to track the conversion rate from Leads to Opportunities over time. Using the filtering and reporting tools, you can pull data to see how many leads were converted into opportunities in a given month and analyze the success of your lead nurturing campaigns.
12. Benefit: This gives you insights into the effectiveness of your lead generation and qualification processes, helping you optimize future sales strategies.

Impact:

1. Improved Sales Pipeline: The introduction of Leads and Opportunities helps you better organize and manage your sales process, ensuring that each prospect is tracked effectively from initial contact to closure.
2. Increased Collaboration: Commenting and collaboration features ensure that your team can easily communicate and share insights about each lead or opportunity, keeping everyone on the same page.
3. Customization: Dynamic statuses and fields give you flexibility to tailor the CRM to fit your unique sales process, making it easier to track and manage leads and opportunities according to your specific needs.

This feature improves your ability to qualify leads, track opportunities, and ultimately close more deals through streamlined, automated sales workflows.