Scenario:

Your client, Jordan, owns a mid$-$sized B$2$B services company that collects hundreds of leads every month through forms, events, and email signups. He currently stores everything in spreadsheets, but it's becoming overwhelming for his sales team to track follow$-$ups, prioritize leads, and collaborate. Jordan is also concerned about customer data privacy and security, especially with new regulations like GDPR and increasing phishing risks.

Your Task:

Jordan has asked for your help in choosing the right technologies to manage his database of leads, streamline the sales process, and ensure strong data security.

In your response $(12$ paragraphs$),$ answer:

What kind of tools and technologies should Jordan consider to manage his leads and help his sales team?$($Think CRM$,$ automation, integration$)$

What security considerations should he prioritize and what tools would help with compliance? $($Think cybersecurity, data privacy etc$)$

Recommend $12$ tools or platforms you believe are a good fit and explain why.