In any organization, the sales department plays a pivotal role in the success of the business. The unique and important role of sales is to bridge the gap between the potential customer’s needs and the products/services that the organization offers that can fulfill their needs.

To simplify the life of sales representatives and also to improve, automate & ease the sales activities we at Easebuzz came up with a product suite that takes care of end-to-end lead management process.

Buildbuzz is a power packed combination of 2 products out of which one is an automated lead management system & the other is an application form management utility which helps you capture your lead details.

lead management system - Buildbuzz - Easebuzz

These two products with their features, not only simplify your lead management but also puts you in the control of capturing the lead details via online forms.

Application form management utility helps you in creating dynamic forms and collect lead details from your target prospect/ customer. Further, the captured details are populated into the lead management system – Leadbuzz.

lead management system - Buildbuzz - Easebuzz

The application form management utility provides you the following features.

Online Form Creation for Free with Easebuzz

Our online form management platform contains an inbuilt dynamic form builder, using which you can create custom forms with fields, text boxes, drop-downs and much more. Also, for the payment that you wish to charge for the registration, you will have a payment control block where you can specify the charges for registration w.r.t any of the categories that you provide. Your audience will be able to see the charges that they have to pay & then proceed with the registration.

Registration process for customers

Your target audiences, with whom you have shared the URL of your form will access the form URL & complete the registration process by filling in basic details. To do so, we give your audiences an option to use social auto-fill, which will fetch their details from their registered Google or Facebook account. Having done that your applicants will receive newly generated credentials on their email to verify themselves & proceed with the form filling process.

Once they fill in all the details of the form, they will proceed to payment required for the registration. As our product is integrated with our Easebuzz payment gateway, your audiences will have 100+ payment options to complete the payment & payment acknowledgements w.r.t every transaction they make.

In this way your audiences can turn into applicants by accessing your forms online from anywhere & also complete the payment anywhere, any time. This is convenient for the applicants as the long queues for the registration are skipped, time is saved and registration process is simple.

Form management

You can easily track & manage the activities of your audience with your form on the dashboard that is provided. If an applicant pays the amount & successfully registers using your form, you can view the applicant details from the dashboard. We also provide extensive reports that will help you analyze your form. Some of the reports that you can generate are UTM reports, demographic reports, registration reports, payment reports & report presenting year wise performance of your form.

Once the lead details are captured, they are populated into Leadbuzz from where the lead conversion process starts. Leadbuzz has its own advantages that sales representatives would love to have in a lead management system.

lead management system - Buildbuzz - Easebuzz

Sales representative tend to spend a lot of time in repetitive manual tasks and documentation instead of involving themselves in core sales activities. A solution to this issue is sales automation. Similarly automating major of the day to day lead management activities will help the sales reps by improving efficiency, saving time & provide ease of operations.

Below are the features provided by Buildbuzz – Lead Management System

1. Email Automation & Reduction of manual efforts

  • Sales team spends a large chunk of their day in writing mails, which can be better spent talking to probable leads.
  • Email automation is the solution in this case. There are a lot of sales emails sent in a day, and most of the mails are repetitive.These repetitive mails are welcome emails, follow-up emails, emails for demo, reminder emails & acknowledgement emails.
  • Creating an email and customizing it for each lead is a time consuming task. Email templates can reduce the efforts of typing the same email over and over again.
  • Create and save email templates that can be reused as needed saving lot of time. You can also schedule emails so that mails can be sent out to multiple targets at the same time.
  • Leadbuzz serves as a single source for all the data. It consist of data on potential leads, customers, deals, accounts, and related sales activities.
  • This information has to be entered manually by the sales team.
  • Automating data entry can help reduce the time and effort spent on it. You can create different status labels for every stage of the lead lifetime and can integrate these status with your website and other applications to move your lead from being a “New Lead” to “Converted lead” including data for each status of the lead.

2. Lead capture & nurturing

Automation in the lead capture process reduces manual efforts of maintaining sheets as the data is automatically collected from respective enquiry portals. This data is stored as information in a proper format. Organizations are able to have an extensive lead database which can be used by their sales representatives for activities like follow-ups or lead tracking.

By analyzing the captured leads , sales representatives can have a visual idea of what customers want & they can prepare & proceed accordingly with respective strategies to convert a potential lead. The sales rep can then approach targets in a more convincing way increasing the chances of the lead conversion.

3. Lead qualification

The sales rep can categorize and rate the lead depending on details that a potential lead candidate has filled during an inquiry . Create a lead scoring model with the metrics that are indicative of your business. You can prioritize your leads based on their scores. In case of multi-product company, you can set up different lead scoring models for each product. You can group your leads based on their score as cold, warm and hot.

4. Lead Distribution

Buildbuzz can automatically assign leads to sales representatives based on certain criteria set by organizations. By distributing leads to the right locations and right sales reps, organization’s sales team can prioritize their leads better.

For example – leads from a certain state say Maharashtra, can be assigned to a sales representative of the same state for better proceedings.

5. Strong Reporting

Detailed reports and analytics will help you understand the sales pipeline and measure the output of the sales process. Multiple reports can be created easily by choosing the necessary parameters. Sales performance can be measured by customizing reports with the KPIs that need to be tracked.

In a nutshell, this is how lead management system can help you:

  1. Focus on right leads

With Buildbuzz, you can focus on the sales-ready leads thereby maximizing sales opportunities.

  1. Quality Engagements  

Sales reps can engage meaningfully with leads and improve the quality of conversations when they are backed up by the necessary context.

  1. Better response time

With a lead management system in place, you can reach out to leads via phone, email, or even chat, get immediate context about their buying intentions and increase your chances of making a sale.

  1. Maximum productivity & ROI

A proper lead management system can help prioritize and assign the right leads to the right sales representative, and reduce lead leakage.

  1. More Accountability 

Lead management processes helps in accountability along every step of the sales process. By generating the right reports, you can get insights into data such as the territories generating the most leads, the response time of each sales representative, etc.

Efforts required with traditional manual lead management process and with Buildbuzz

This is how our suite Buildbuzz solves the problem of capturing the leads via application form & then further managing them into a lead management platform, ensuring a seamless end to end lead management process


The author writes about fintech, banking, and future of SAAS services. He works as an SEO analyst at Easebuzz, so if you're looking for an account that tracks India's fintech scene, you should check out his Easebuzz blog.