Portal leads are paid for and time-sensitive. The same enquiry often goes to several suppliers, so a slow reply usually loses it.

Common problems

A better process

  1. Bring portal leads into the CRM through the API or a regular bulk import.
  2. Check duplicates by phone number and email.
  3. Assign automatically by rule, such as product line or round-robin.
  4. Send an instant acknowledgement and call within your target time.
  5. Record the source on every lead.
  6. Review conversion and cost by source every month.

Measure the real return

MetricHow to calculate
Cost per leadPortal spend divided by leads received
Lead-to-quote rateQuotes sent divided by leads
Win rateOrders won divided by quotes
Cost per orderPortal spend divided by orders won

Speed-to-lead routine

  1. Alert the assigned rep the moment the lead arrives.
  2. Call within your target window, for example within minutes during working hours.
  3. If no answer, send a WhatsApp message and retry later.
  4. Record the outcome and next action immediately.
  5. If untouched beyond the limit, reassign automatically.

Buyers contact several suppliers at once. The first useful reply often wins.

Tip: Compare sources by cost per won order, not cost per lead. A cheap lead that never buys is not cheap.

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