Qualify Your Leads with Precision and Consistency

Empower your team to close more deals, faster

The Business Problem

Managing a sales team without a structured lead assessment workflow is like navigating without a map. It inevitably leads to to inconsistent sales approaches that hinder team performance and accountability.

Without a structured workflow reps rush through leads without a consistent qualification process, wasting high-potential opportunities. This ad hoc approach leads to decreased sales productivity, lower conversion rates, and a decline in overall revenue.

Without a structured workflow, businesses encounter:

  • Wasted Time
    Sales reps may spend excessive time on unqualified leads, reducing their productivity.

  • Missed Opportunities
    High-value leads go unnoticed because there’s no consistent way to evaluate them.

  • Inconsistent Sales Processes
    Different sales reps may use varying approaches to qualify leads with varied success.

  • Lack of Accountability
    Management struggles to track which leads were assessed and whether the qualification criteria were met.

  • Reduced Sales Effectiveness
    When sales reps rush through leads without a structured qualification process, high-potential leads may not receive the necessary attention, leading to lower conversion rates and reduced revenue.

By implementing a structured lead assessment workflow, businesses can ensure that every lead is evaluated consistently, prioritizing high-quality leads and minimizing the risk of overlooking potential opportunities. This empowers sales teams to focus their efforts on the most promising leads, leading to increased conversion rates and higher revenue.

A Standardized Sales Process

At Amazing Business Results (ABR), we specialize in creating Lead Assessment Workflows tailored to your business needs. Our solution equips management with the tools to enforce a structured qualification process, ensuring every lead is assessed against consistent, custom rules that you want your team to use. Our system guarantees leads are assigned promptly and efficiently, minimizing response times and maximizing conversion potential.

This system not only streamlines your sales process but also fosters accountability and improved efficiency.

How ABR's Solution Works:

  • Custom Qualification Rules: 
    Define specific criteria for qualifying leads based on your business model and target audience.

  • Automated Workflow Steps:
    Ensure sales reps follow each step in the qualification process, from gathering initial information to marking leads as qualified or unqualified.

  • Seamless CRM Integration: 
    The workflow integrates directly into your CRM, providing a centralized platform for lead management.

  • Real-Time Reporting:
    Management can monitor progress and identify bottlenecks or inconsistencies in the lead qualification process.

  • Enhanced Team Accountability:
    Managers receive detailed insights into which leads were assessed and how, ensuring no lead goes unqualified.

By implementing our Lead Assessment Workflow, you ensure that your sales team focuses on leads that are most likely to convert, boosting both efficiency and profitability.

Book Appointment

Ready to Build a Stronger Sales Process?
Discover how a Lead Assessment Workflow can revolutionize your sales strategy. Schedule a free consultation with Amazing Business Results today.

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Case Study:

Retail Software Company Boosts Sales
Efficiency by 29%

A growing retail software company faced challenges in qualifying their leads. Their sales reps often pursued unqualified leads, which resulted in wasted resources and declining team morale.

After partnering with Amazing Business Results, they implemented a customized Lead Assessment Workflow. This structured system guided their sales team to assess every lead consistently using defined criteria.

Key Results:

  • 29% increase in sales efficiency.
  • High-priority leads were identified and acted upon 40% faster.
  • Team morale improved due to a clear, effective qualification process.

With ABR’s solution, the company transformed their sales process, focusing efforts on high-value leads and achieving sustainable growth.

Hundreds of 5-start Reviews - A Decade of Proven Success

Beat Z’graggen Google Reviews 5 stars

Jatin helped tremendously in customizing our system and integrating third party systems. He understands business needs and is able to translate it to a working system.

Reselling Augmentend Reality SaaS Platform Upwork Reviews 5 stars

Lior will give a 100% amazing service!

Revest Strategies Zoho Reviews 5 stars

Lior has been a godsend. Our CRM system had devolved into a mess and after talking with several partners, I came across Lior and his Zoho training. Lior worked with me to make my system work great. His knowledge of Zoho, his gracious nature, and his clear instructions made the transition quite a pleasant experience. I strongly recommend Lior as a expert professional in the Zoho universe.

Luke Rorlick Google Reviews 5 stars

Nelvin P has been a dream for our company to work with. He has solved many problems from sytem integration, zoho lead ingestion, workflow rule management, sms integration and Amazing Business Results has integrated into our team seamlessly. Nelvin P has been a star - if I could give 10 stars, I would.

Reselling Augmentend Reality SaaS Platform Upwork Reviews 5 stars

Lior acts quickly. He is super pragmatic and focuses on true business goals.

Vsolutions pte ltd Zoho Reviews 5 stars

Five Stars

Basil Panagoulopoulos Google Reviews 5 stars

Sunil has been a tremendous help and resource for all our Zoho needs. We are very happy with the results and look forward to our future collaborations.

Zoho CRM Expert – Setup CRM for services company Upwork Reviews 5 stars

Lior was amazing! He had the business, operational, and technical expertise to help us through the task. It was very easy to communicate with him throughout the process - he took the time in the beginning to understand our needs in details, which made the execution spotless.

Worldsites Zoho Reviews 5 stars

Jatin helped tremendously in customizing our system and integrating third party systems. He understands business needs and is able to translate it to a working system.

David Facada Google Reviews 5 stars

ABR has been instrumental in bringing my business into the 21st century with automations and fine-tuned business processes. Meeting Lior, owner of ABR was the change our company needed, thank you sir. Throughout the process, ABR has provided great customer support. Big shout out to Jatin, the great team lead, Sunil, Arsh, Renata, Carol and the rest of the ABR staff. I obviously highly recommend Lior and his team to be your guiding light through your Zoho journey.

Small Zoho CRM Implementation Upwork Reviews 5 stars

Lior was fantastic to work with. He accommodated my schedule, talked my needs through with me, and showed me what I needed to do to get up & running on Zoho CRM. He's highly recommended.

UTS GROUP Zoho Reviews 5 stars

Our experience working with ABR has been nothing short of exceptional. Their expertise in CRM development on the ZOHO platform is truly unmatched. ABR's team demonstrated high levels of professionalism, innovation, and dedication throughout the process, and I want to thank Jatin, Carol, Celian and Abdul specifically. They met and exceeded our expectations, delivering results that have significantly enhanced our business operations. Working with ABR has been a game-changer for us, and we highly recommend their services to anyone looking for top-notch ZOHO CRM solutions. Thank you, ABR, for your outstanding work and unwavering commitment to excellence.

Ari Arenstein Google Reviews 5 stars

Positive: Professionalism, Quality, Responsiveness, Value!

Zoho Creator Rental Inventory App Upwork Reviews 5 stars

Was great working with him. I plan on continuing to use his services as we grow with our Application.

InfoWerks Data Services Zoho Reviews 5 stars

Sunil has been a tremendous help and resource for all our Zoho needs. We are very happy with the results and look forward to our future collaborations.

Mickey Blayvas Google Reviews 5 stars

Very professional approach.

Zoho Functionality Upwork Reviews 5 stars

Lior is excellent!! His technical ability far surpassed my expectations and his communications skills and recommendations based on his past job experience helped me accomplish what I needed. Thank you Lior!! Will definitely use again!!!

Awesome Dynamic Zoho Reviews 5 stars

Working with the team at Amazing Business Results (ABR) has been an exceptional experience, especially with Sunil, Jatin, and Lior.Lior brings a sharp business perspective to the table, always focused on creating and achieving objectives that drive revenue and profitability. His strategic thinking and ability to explain complex concepts clearly have been invaluable. I particularly enjoy his how-to videos, which are both informative and engaging.Jatin has been incredibly helpful with the technical aspects of Zoho. His demos have made it much easier for us to understand and effectively use the various tools Zoho offers, enhancing our overall productivity and efficiency.Sunil, our main point of contact, has been an outstanding project manager. His follow-through, patience, and expertise have ensured that every aspect of our project runs smoothly. Sunil is a master at coordinating tasks and managing timelines, making sure nothing falls through the cracks. He has an incredible ability to anticipate potential issues and proactively address them before they become problems. His consistent communication and detailed updates have kept us well-informed and confident in the progress of our project. Sunil's dedication, coupled with his friendly and approachable demeanor, makes working with him a true pleasure.I highly recommend ABR and their amazing team for their professionalism, expertise, and commitment to delivering exceptional business results.

Vincenzo Spennato Google Reviews 5 stars

Simply amazing.... words can't express the value and the learning!

Next Steps Upwork Reviews 5 stars

Lior knows his stuff, understood my business requirements, and was good at getting me comfortable using Zoho CRM in a way that I need to be using it.

Vespera Servicing, Vespera Life Zoho Reviews 5 stars

ABR has been instrumental in bringing my business into the 21st century with automations and fine-tuned business processes. Meeting Lior, owner of ABR was the change our company needed, thank you sir. Throughout the process, ABR has provided great customer support. Big shout out to Jatin, the great team lead, Sunil, Arsh, Renata, Carol and the rest of the ABR staff. I obviously highly recommend Lior and his team to be your guiding light through your Zoho journey.

muskokan walker Google Reviews 5 stars

Very informative and interesting! Well articulated and presented in an animated, yet professional style.

Zoho CRM Plus Customization for Real Estate Upwork Reviews 5 stars

Easily the best Zoho Developer I've worked with to date - or Developer in general. Prime example of you get what you pay for. Fixed an absolute mess caused by previous developers in a very short time frame and helped to optimize our internal sales process in ways I didn't even know were possible. Thanks Lior!

CoverMyNest.com Zoho Reviews 5 stars

Lior is great to work with. If you are looking to learn the system and be able to do it on your own, he is your guy. I wanted to be hands on and not rely on a programmer or tech guy if I needed to make a change. Lior is well priced with his services, and shows you how to work the system so you can make Zoho work for you. I have saved lots of money and enjoyed myself by working with Lior. If you are looking for someone that will do it all for you... I am not sure if Lior is a good fit. If you are looking for someone to walk you thru how to build your own system Lior is your man

eleonora andretta Google Reviews 5 stars

If you are looking for expert advice, real insight, and genuine interest: Lior is the guy for you!

Zoho One Setup Upwork Reviews 5 stars

Lior is great to work with. He has guided and helped me with a very complicated Zoho One implementation including CRM and many of the other apps. He does what he says on time. Give him a shot and you will be glad.

Welcomehome Relocations Inc Zoho Reviews 5 stars

Lior helped us to migrate to Zoho ONE. Great support for our company. Always there when he is needed (I don't thing he has a life LOL).He is great, easy to follow and always solving difficult situation with useful ideas.

Jason Spilberg Google Reviews 5 stars

I really enjoyed this book. I read it in one sitting on a flight to China and was able to take away some great information and useful tools.

Zoho Sales Setup Upwork Reviews 5 stars

Great experience. highly recommended!

Firewolf Productions Zoho Reviews 5 stars

Fantastic work, Helped me set up my system in no time at all! Highly Recommend!

Christina Torres Google Reviews 5 stars

I work with Lior! He is an amazing boss!

Custom ZOHO project Upwork Reviews 5 stars

Amazing work. Will definitely use Lior's services again.

Realplaces Zoho Reviews 5 stars

Lior knows the platform inside and out. But thats not why you use him. He gets to understand our business and helps make the right decisions regarding how to best use the platform to get the results you are looking for and scale

Diana Taha Google Reviews 5 stars

Perfect support, excellent understanding, and great communication. It was a great experience to get our CRM modifications done easily.

Zoho Developer for App Set-Up Upwork Reviews 5 stars

Lior is a pleasure to work with and a master of his field. He is incredibly knowledgeable, responsive, and patient. Working with him is an overall great experience! Our project experienced setbacks (through no fault of his own) and he worked to make sure everything would be ready as efficiently as possible. He made explanatory videos that ensured that those in our organization would understand the changes made to our system so that we could work effectively in the future. I would absolutely hire Lior again in a heartbeat; there is simply nobody out there who is better at what he does.

RepairCare Zoho Reviews 5 stars

Thank you for designing an unbeatable crm for our business.

Book Appointment

Take Control of Your Sales Process Today
Let Amazing Business Results design a lead assessment system tailored to your needs. Book your free consultation now and bring precision to your lead qualification.

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Frequently Asked Questions

1.How do we define custom qualification criteria?
Our process begins with a collaborative workshop where we analyze your ideal customer profile and business objectives. Together, we identify key traits, behaviors, and actions that define a qualified lead for your organization. These elements are transformed into clear, actionable criteria for the workflow. This ensures consistency in how leads are evaluated and provides a structured approach to lead qualification across your sales team.
2.Can the workflow adapt to different sales team structures? 
Absolutely. Our solution is designed with flexibility in mind. Whether you have a single salesperson or a multi-tiered sales team, the workflow can be tailored to fit your unique setup. For example, leads can be routed to specific team members based on geography, industry, or expertise. As your team grows or changes, the system can scale and adapt, ensuring it remains effective no matter the structure.
3.What happens if a lead doesn’t meet the criteria?
Leads that don’t qualify can still have value. These leads are automatically placed into a nurturing program where they receive targeted follow-ups, such as informational emails or special offers, to keep them engaged. Additionally, they are flagged for future review, so when circumstances change—like a new product launch or updated lead details—they can be reassessed and requalified. This process ensures no lead is wasted and opportunities are continuously optimized.
4.How long does implementation take?
On average, implementation takes 2-4 weeks, depending on the complexity of your business needs. The timeline includes initial consultation, workflow design, customization, testing, and training. Our team ensures every step is executed efficiently, with minimal disruption to your daily operations. You’ll have a fully functional workflow and a trained team ready to use it within the agreed timeframe.

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