Lead Profiling, Qualification, and Management

Lead profiling is a critical part of the sales process. Most companies struggle in this area because they overburden the rep with lead qualification activities and make the whole process too complicated. At ISM we believe that the critical point is to spend time on the front end designing the process and then simplifying it so that nonsalespeople can facilitate it.

Benefits of ISM’s CRM lead management solutions include:

  • Ability to qualify leads to next stage based on the information captured in lead details. Once leads are qualified for the prospecting stage, convert them into sales opportunities, accounts and contacts with a single-click

  • Ability to manage leads end to end (from creating leads to converting them into opportunities)

  • Ability to import leads from external sources, such as Web downloads, trade shows, seminars, direct mail, and other types of campaigns

  • Tools to set up lead assignment rules to automatically assign leads to the sales force in your sales organization

  • The power to customize your CRM solution to align lead management to sales process

  • Processes to create standard reports and dashboards bundled for a fast learning
fix or buy


At ISM we have deep expertise in all of the latest CRM software and technology so we can be objective about the software package you really need. Give us a call today and we will give you a guided comparison demo so you can see the differences in each of the solutions you are considering.

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What's a Business Case?

A Business Case is the starting point for anyone thinking about a new CRM project. It is a document that defines:

1. The expected outcomes of a new CRM initiative

2. Obstacles to success

3. Your CRM success methodology

4. Project roles for the company and its CRM vendor(s)

5. A preliminary budget and ROI estimate

6. A preliminary timeline for the CRM project


Most companies walk to new CRM projects unprepared.
A good Business Case ensures that you will not. Give us 40 minutes and we will build your entire Business Case for you at no charge. Call us today at 1-877-553-0485.

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What will happen after
I fill out this form?

Here is what you can expect when you contact us:


1. You will immediately receive a sample Business Case sent to the email address you provide.

2. You will receive a courtesy call from a knowledgeable sales person.

3. You can expect to receive our monthly newsletter featuring free CRM advice and resources that you can opt out from at any time.

We will never sell or provide any other company with your personal information – ever.