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Lead Management Solution


Offering you a ready accelerator to manage leads in Microsoft Dynamics CRM 2011, TCS’ Lead Management Solution enables automatic categorization of leads as “hot,” ”warm,” or “cold.” It provides a portal for agents to create and track the status of leads.


  • Agent portal for agents to login and create contacts and leads
  • Lead categorization, which classifies leads as warm, hot or cold
  • Automated workflows for mail notification and redistribution of leads
  • A duplicate detection rule for lead creation
  • Reports for lead generation, lead conversion, and lead ageing
  • Customized sitemaps to restrict visibility, based on the user role


  • The ability to gather lead information from various sources
  • Automated the lead management process
  • Automatic categorization of leads, based on pre-defined parameters
  • The ability for an administrator to view and assign the leads to different agents depending upon the rating of leads
  • Automatic redistribution of leads to another agent if an agent is no longer active
  • An agent portal, which enables agents to track the lead status and follow-up with customers on a regular basis, thus reducing the delays in lead conversion.

The TCS Advantage

  • Ready-to-deploy, browser-based solution, which ensures that no additional installations are required on end-user machines
  • Rich user interface built on Microsoft Dynamics CRM 2011, which is user friendly and can be operated even with minimal training
  • Access to advisory, implementation and application management services via TCS’ Enterprise Solutions Microsoft team, which focuses on Microsoft Dynamics ERP and CRM solutions and has successfully executed several transformational programs