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“Lead management is defined as the methodology, process, and software used to reach prospective customers and convert them into buyers using targeted sales and marketing strategies.” Lead management is essential for companies looking to grow their customer base and reach out to a wide audience.
Lead management allows you to see and remove bottlenecks in sales, opens opportunities for constant sales development, amplifies your customer experience, and helps you in leads prioritization. If you are planning to scale your business, lead management is integral to your sales process.
The lead manager is responsible for preparing and executing the deal. The lead manager helps choose the member institutions of the Syndicate. One (or two) lead managers also serve as Bookrunners. The lead manager also takes part in allocating the securities to Investors.
