LeadSquared - The Go-To CRM for Sales
Use Cases and Deployment Scope
We mainly use LeadSquared for driving our sales process. We use LeadSquared for both B2B and B2C purposes. Using the lead and activity model, it allows us to track our leads and follow up with them. We use the Lead + Activity API to capture a bunch of lead sources into LeadSquared. We have also integrated Telephony and Whatsapp messaging features (Converse) with LeadSquared which allow us to track calls and messages from within LeadSquared. The tasks feature is very useful making it easy to track followups. Using smart views, we look at the open leads, pending tasks and track them effectively. We also use a bunch of forms and automations to create our workflows which help for more effective effort on leads.
Pros
- Automations : LeadSquared has a very good automation tool using which I can update lead fields, send Whatsapp messages, send emails, create tasks, wait for events and many other things. Using this, we are able to completely automate the workflows.
- Smart Views : Smart Views allow us to configure a view for an agent according to our requirement. For an example, for our retail outlets we have created tabs for daily follow ups, open leads, overdue and pending tasks, etc.
- Integrations: Using the Apps marketplace, we are able to integrate LeadSquared with various other apps. In our organization, we have integrated Shopify, Telephony apps like Ozonetel, Servetel and Ameyo and Whatsapp Business Providers like Gupshup. In addition to this, there are plenty of apps for us to explore which we intend on doing.
Cons
- UI is old and clunky, overall loading time could be much better.
- The SIERRA report making tool is counterintuitive and unnecessarily complex at times.
- The advanced search mechanism is buggy at times. Telephony integrations can be more robust.
Likelihood to Recommend
1. Very suitable for an omnichannel business, as it can capture both online and offline lead sources and allows for follow ups.
2. Very suitable for call centers as lead and call tracking can be done very easily using LeadSquared.
3. Not very suitable for on field sales. Even though the mobile app does facilitate portability, the overall experience does not come close to the desktop version which is not feasible for an on field sales representative to use.
