Lead Management release notes
Summarize
Summary of Lead Management Release Notes
The ServiceNow® Lead Management application, introduced in the Xanadu release, empowers sales development representatives to efficiently create, manage, and nurture leads—individuals or organizations showing interest in products or services. By capturing leads from multiple channels such as website forms, social media, or events, the application supports tracking leads through various sales cycle stages, qualifying them, and converting them into potential customer records and sales opportunities.
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Key Features
- Create and Manage Leads: Easily create leads on the ServiceNow AI Platform and manage them to identify potential sales opportunities.
- Needs Analysis via Lead Workspace: Use questionnaires to understand lead requirements, recommend suitable products, and capture these as lead line items.
- Kanban Board for Lead Management: Visualize and navigate leads through different sales stages with an intuitive card-based Kanban view, enabling quick status assessment.
- Lead Nurturing and Activity Tracking: Engage leads by composing emails, creating tasks, and scheduling appointments, while tracking their interest and needs.
- Lead Qualification and Conversion: Qualify leads and convert them into opportunities linked to new or existing contacts to advance the sales process.
Activation and Integration
Lead Management is available via the ServiceNow Store and requires installation through a request process. It integrates with related ServiceNow applications including:
- Customer Service Management: Provides visibility into opportunities linked to customer accounts and product inventory.
- Opportunity Management: Offers sales agents product recommendations based on needs analysis and supports converting opportunities into quotes.
- Product Catalog Management: Enables catalog administrators to organize products and services that agents can easily browse and add to opportunities.
Practical Benefits for ServiceNow Customers
By implementing Lead Management, ServiceNow customers can streamline lead capture and nurturing, improve lead qualification processes, and enhance sales pipeline visibility with a modern, AI-powered platform. This leads to more effective sales engagement, better alignment between sales and customer service teams, and accelerated conversion of prospects into revenue-generating opportunities.
The ServiceNow® Lead Management application enables your sales development representatives to create and manage leads. Leads are individuals or organizations that have shown interest in a product or service and require nurturing to be qualified for a potential opportunity for sale. Lead Management is a new application in the Xanadu release.
Lead Management highlights for the Xanadu release
- Create leads on the ServiceNow AI Platform by capturing the interest of prospective customers through various channels, such as website forms, social media, or events.
- Track the progress of your leads through different stages of the sales cycle.
- Understand your lead's needs and requirements through questionnaires, and recommend and capture the product offerings through lead line items.
- Visualize and navigate your leads by using a Kanban board that shows a card-based view of your leads and their stages.
- Create and assign tasks, send emails, or schedule appointments with leads.
- Qualify and convert leads to potential customer records and opportunities.
See Lead Management for more information.
Lead Management features
- Create a lead
- Create and manage your leads for potential sales opportunities.
- Needs analysis using lead workspace
- Understand your lead's needs through questionnaires, and recommend and capture the product offering through lead line items.
- Manage leads using Kanban view
- Quickly assess the status of your various leads by navigating and visualizing these leads across different stages with the help of a Kanban board that shows a card-based view of your leads.
- Nurture leads and track lead activities
- Compose emails, create tasks, and schedule appointments to nurture leads by tracking the interest and need analyses of your leads.
- Convert leads to opportunities
- Qualify leads by creating opportunities for new and existing contacts.
Activation information
Install Lead Management by requesting it from the ServiceNow Store. Visit the ServiceNow Store website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes.