Sales & CRM
B2B Inbound Lead Capture & Qualification Setup
We set up a structured way to capture enquiries from one existing B2B source, qualify them against agreed criteria, and hand them to sales with the right context. A one-time implementation and test.
- One existing inbound source
- Clear lead qualification rules
- Structured alerts and handoff
- End-to-end lead-flow testing
- One-time setup project
Delivery: Initial implementation within 10 business days after complete inputs, followed by 14 days of post-approval technical fault monitoring.
Stop Losing Enquiries Between Marketing and Sales
When B2B enquiries arrive through an existing form or channel and get scattered across inboxes and spreadsheets, context and follow-up ownership can disappear. We configure one intake, practical qualification rules and a testable sales handoff. This improves handling of incoming enquiries; it does not buy traffic or guarantee lead volume.
What’s included
- One discovery session to confirm one offer, one B2B buyer profile and a named sales owner.
- Review and connect one existing inbound source to a single intake.
- Define up to five qualification criteria and three lead statuses: sales-ready, review needed or not a fit.
- Configure an alert and handoff to one sales owner through an existing email or shared sheet.
- Apply one agreed duplicate-detection rule.
- Test four dummy cases: qualified, review, disqualified and duplicate, without real personal data.
- Hand over a flow map, qualification rules and brief operating guide, with one session of up to 45 minutes.
- One consolidated revision round before approval and 14 days of post-approval technical setup-defect fixes.
Not included
- Traffic acquisition, paid campaign management, purchased lead lists or a guaranteed number of enquiries.
- A full landing page, new website or ad creative production; these are separate services.
- New CRM implementation or re-architecture; handled separately under X-01-06 / I1.
- Named-account outbound marketing (P-067) or ongoing lead nurturing (P-027).
- Paid software subscriptions, API charges, messaging or third-party form fees.
- Guaranteed conversions or verified intent; status is based on submitted data.
What we need to start
- Appropriate access to one existing inbound lead source.
- Offer description, target business audience and fit criteria.
- A designated sales owner and approved notification email.
- A suitable privacy notice and a lawful basis for collecting and using personal data.
- Tool accounts and access permissions, plus approval of any third-party charges.
FAQ
FAQs
هل تتعهدون بعدد محدد من العملاء المحتملين؟ Do you guarantee a number of leads?
لا. الخدمة إعداد نظام استقبال وتأهيل، وتعتمد الطلبات الفعلية على حركة العملاء إلى القناة الموجودة. No. This is an intake and qualification setup. Actual enquiries depend on traffic to your existing source.
هل تشمل حملات إعلانات لجلب طلبات جديدة؟ Does it include paid campaigns to attract enquiries?
لا. إعداد وتشغيل حملات الاكتساب وميزانياتها خارج هذا المشروع ويمكن تقييمها بصورة مستقلة. No. Acquisition campaigns and ad spend are outside this project and can be scoped separately.
كيف تقيّمون جاهزية العميل للشراء؟ How do you assess buying readiness?
نستخدم حتى خمسة معايير متفقًا عليها لتقسيم الطلبات إلى ثلاث حالات عملية. التصنيف لا يثبت نية الشراء من تلقاء نفسه. We use up to five agreed criteria to assign three practical statuses. A score alone does not prove buying intent.
هل تتضمن الخدمة إنشاء CRM؟ Is CRM setup included?
لا. نتعامل مع وسيلة استقبال موجودة. إعداد CRM جديد أو إعادة بنائه خدمة منفصلة. No. We work with an existing intake destination. New CRM setup or redesign is separate.
هل يمكن ربط أكثر من مصدر؟ Can more than one source be connected?
الباقة الأساسية تشمل مصدرًا واحدًا، ويمكن تسعير مصدر إضافي بعد فحص نوع التكامل. The base setup covers one source. An additional source can be quoted after integration review.
ماذا يحدث بعد التسليم؟ What happens after handover?
نوفر 14 يومًا لإصلاح أعطال التهيئة، ثم يتولى فريقك التشغيل. المتابعة الفنية اللاحقة خدمة اختيارية. We cover setup defects for 14 days, after which your team operates the system. Continued technical monitoring is optional.
هل تستخدمون بيانات حقيقية في الاختبارات؟ Do you test with real customer data?
نبدأ بأربع حالات وهمية. أي استخدام لبيانات شخصية يتطلب صلاحيات مناسبة وضوابط خصوصية. We start with four dummy cases. Any personal-data testing requires proper permissions and privacy controls.
Give Sales a Clearer View of Every Inbound Enquiry
Share your current enquiry source and how leads reach your sales team. We will confirm integration readiness and agree the setup scope before work begins.