How-to
Step-by-step playbooks.
Field-tested workflows for Indian B2B sales: lead-scoring rollouts, Priority Queue rituals, Morning Brief cadences, WhatsApp logging, CRM migration. Every guide tells you what it costs in time before you start.
Data
1 guideData Import
10 guidesHow to Import 10,000 Leads from CSV Cleanly
Clean the CSV first (phone normalisation, duplicate detection, quality checks), then upload. Leadkaun handles 10,000 rows in under 60 seconds. Expect 20–40% of historical CSV data to be junk, that's normal.
How to Bring Google Sheets Leads into Leadkaun (CSV Import)
Export your Google Sheet to CSV (File → Download → CSV), then import it in Leadkaun: Settings → Leads → Import, map columns (name, phone, email, source), and every row is graded A–F on import. Native background sheet sync is on the roadmap; CSV import is the live path today.
How to Manage IndiaMART Leads (Without Drowning in Junk)
IndiaMART sends volume, not always quality. Export your IndiaMART enquiries to CSV, import them into Leadkaun, and every enquiry is graded A–F on Fit, Intent and Quality, so reps work the real buyers first and low-quality numbers get filtered down. Native sync is on the roadmap; CSV is the reliable path today, and Leadkaun runs alongside your existing CRM.
How to Manage Leads From Multiple Sources in One Place
Stop losing leads in the gaps between IndiaMART, WhatsApp, ad forms, referrals and walk-ins. Pull every source into one graded queue so reps work a single ranked list instead of five inboxes, each lead scored A–F on arrival, deduped on phone, and tagged by source so you can see which channel actually pays. Leadkaun runs alongside your CRM.
How to Manage JustDial Leads (When Speed Decides the Deal)
JustDial shares a customer's number with several listed vendors at once, so the first credible call usually wins. Export your JustDial leads to CSV, import into Leadkaun, grade every one A–F on arrival, then work the Priority Queue fast, on JustDial, minutes matter more than almost anywhere else. Runs alongside your CRM.
How to Manage Facebook Lead Ads Leads (Volume vs Intent)
Facebook Lead Ads bring cheap volume but plenty of low-intent, incentive-driven and junk-number leads. Export your Lead Ads submissions to CSV, import into Leadkaun, and grade every one A–F so reps chase the real buyers first, and respond fast, because form-fillers cool quickly. Runs alongside your CRM.
How to Manage TradeIndia Leads Without Losing the Real Buyers
TradeIndia enquiries arrive with thin qualification and a high share of price-shoppers. Export them to CSV, import into Leadkaun, and every enquiry is graded A–F on Fit, Intent and Quality so reps call the serious buyers first instead of working the list top-down.
How to Manage Sulekha Leads When You Are Paying Per Lead
Sulekha sells the same enquiry to several providers, so speed decides who wins it. Import your Sulekha leads into Leadkaun, let them grade A–F automatically, and work the ranked queue — the goal is to be first to the ones worth being first to.
How to Manage 99acres Leads So Site Visits Actually Get Booked
99acres enquiries arrive in bursts and decay within hours. Import them into Leadkaun, let every enquiry grade A–F, and give each broker one ranked list so the buyers most likely to visit get called while they are still shortlisting.
How to Manage Google Lead Form Extension Leads
Google's lead form extensions produce high volume and thin qualification, and the leads expire from Google's servers. Get them out on a schedule, import into Leadkaun, and let A–F grading separate the buyers from the form-fills before a rep spends a call on each.
Industry Specific
2 guidesHow to Track Property Enquiries for Indian Real Estate Teams
Grade every enquiry A–F within 5 minutes of arrival, surface Grade A in the Priority Queue for immediate callback, target a fast response window (minutes, not hours). Log WhatsApp + call outcomes in 3 taps. Track site visit conversion per source.
How to Score Student Enquiries for EdTech Admissions
Weight Fit heavily on course-match + programme-match. Intent decays faster during admissions season. Log WhatsApp parent replies in 3 taps, 80% of admissions conversations happen there. Target 2-hour response window for Grade A.
Lead Management Setup
2 guidesHow to Build a Lead Priority Queue in 60 Minutes
Grade every open lead A–F by Fit/Intent/Quality, rank by composite score (grade + overdue + recency), work top-down every morning. Start manual in Google Sheets; automate when you pass 200 leads.
How to Set Up Lead Scoring for Your Sales Team
Define three scores (Fit, Intent, Quality), each 0–100, with transparent weights. Assign grades A–F using a fixed matrix. Start with Leadkaun defaults; customise per ICP only after 30 days of data.
Metrics
3 guidesHow to Calculate ₹ at Risk for Your Sales Pipeline
Formula: (avg deal value × grade conversion rate) summed over overdue leads. For 10-rep Indian B2B SMB: typically ₹2–5 lakh weekly baseline. Compute manually for 2 weeks; automate with Leadkaun past that.
How to Reduce Your Lead Response Time (Speed to Lead)
Cut the gap between a lead arriving and a rep making first contact. Get every lead into one ranked place, grade it on arrival, alert the assigned rep on new Grade A, hold a response SLA per grade, and start each day on the overnight hot leads. Track first-contact time per rep and size the gap with the missed-revenue calculator.
How to Find Where You're Losing Deals in Your Pipeline
Losing deals feels random until you make it visible. Track where leads go stale by grade and stage, why deals are lost (price, competitor, no response), and which rep and source the ₹ leaks from, then fix the biggest leak first. Leadkaun turns 'we're losing deals' into a ranked, rupee-valued list.
Migration
3 guidesHow to Migrate from Zoho CRM to Leadkaun (in 2–4 Weeks)
Export from Zoho as CSV, audit (keep only live leads), onboard Leadkaun (same day), run parallel for 30 days, cut over, maintain Zoho read-only as archive. Total: 2–4 weeks for an SMB.
How to Migrate from Salesforce to Leadkaun (in 2–4 Weeks)
Export from Salesforce (Data Export or Data Loader), audit down to your live leads, onboard Leadkaun the same day, run both in parallel for 30 days, then cut over and keep Salesforce read-only as an archive. Rightsizing from an enterprise CRM to a Sales Behaviour OS, not downgrading. Leadkaun can also run alongside Salesforce if you're not ready to leave.
How to Migrate from HubSpot to Leadkaun (or Run Alongside)
Export your sales objects from HubSpot (Contacts, Companies, Deals) as CSV, import the live ones into Leadkaun, and let it grade and queue them. The nuance with HubSpot: you often keep HubSpot Marketing and move only the sales-behaviour layer to Leadkaun, so 'alongside' is frequently the end state, not a full replacement.
Sales Management
1 guideTeam Adoption
3 guidesHow to Run a Daily Morning Brief for Your Sales Team
Send each rep and manager a daily 8:30 AM IST email listing top Grade A leads, ₹ at risk today, and overdue follow-ups. Set the day before stand-up. Teams that adopt the ritual respond to Grade A leads far faster.
How to Train Reps on a New Sales Tool (Without Losing a Week)
2-hour hands-on session per team, not a half-day slideshow. Reps log 5 real leads during the session. Follow up with a daily 5-minute check-in for the first week, then weekly.
How to Run a Weekly Sales Review That Drives Recovery
30-minute Monday review anchored on ₹ at risk and ₹ recovered, not calls made or meetings booked. Per-rep rollup opens the discussion. Each rep walks out with a specific ₹ recovery target for the week.
Workflow
2 guidesHow to Log WhatsApp Conversations for Sales Tracking
Use 3-tap logging after each meaningful WhatsApp exchange: tap stage (first-reply / asking-questions / objection / meeting-booked / ghosted), tap intent (high / medium / low / negative), tap outcome (progressed / stuck / closed). Takes 10 seconds, feeds Intent Score.
How to Recover Cold Leads Before They're Gone
A cold lead isn't a dead lead it's an un-worked one. Let stale leads surface themselves with a rupee value, work recovery by grade and ₹ at risk (not by age), reach out and log the outcome (which clears the lead from the missed list), and review recovered ₹ every week. Leadkaun surfaces and reminds. A rep still makes the call.
Ready when you are
Or skip the setup entirely.
Most of these playbooks are what Leadkaun does out of the box: grading, the queue, the morning brief. Import a CSV and it runs the same afternoon.
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