Lead Management Software
Lead Management Software – Capture, Distribute and Track leads within your sales teams.
5 ways Lead management software is better than using spreadsheets – Capture and Distributing leads
Posted on 13. Sep, 2011 by Duncan Macdonald in Lead Management, Lead Management Blog, Sales Force Automation
In a previous post we identified 6 ways in which Lead Management software is better than using a spreadsheet. This mainly dealt with the problems faced by sales people in using spreadsheets to manage leads, how it hinders workflow and soon becomes time consuming when your volume of leads increases from more than a handful.
In order to get the leads into a spreadsheet in the first place you need to capture leads, and then distribute them to the right sales people. Lead management software will again help solve these issues, something that is time consuming, in accurate and inefficient if attempted with spreadsheets.
Here are 5 ways Lead Management software helps
1. Capturing leads with spreadsheets is all fine when all the leads come from the same source and are in the same format. But when the fields vary or their name do from campaign to campaign it becomes a nightmare collating different sheets together.
Lead management software will let you import a variety of formats, map fields, or set up new fields with controlled answers on the fly so the data does get out of hand
2. Capturing leads into spreadsheets is also time consuming, especially when you are better off generating or closing those deals.
You should be automating as much of the capture process as possible, taking leads
3. Managing spreadsheets are time consuming, often requires good excel skills and is never top of anyone priority list. For this reason leads go cold or get forgotten something you don’t have to worry about with a Lead management tool.
4. How do you go about assigning leads in a spreadsheet? Once you have more than a handful of leads, looking up who is the best person to take responsibility for the lead, referencing the company’s territory or account rules is a pain to say the least.
This can all be automated, set the rules up and it takes care of it for you.
5. So you manage to go through the spreadsheet and work out which sales person owns which leads, how then do you get the leads to that person? You must filter, cut and paste and save into a variety of spreadsheets then probably attached each one to an email.
With Lead management software as soon as the lead is captured run through your rules it the lead is with the sales person. They are notified when they have new leads and all the leads are available anywhere you can get access to the web.
B12Leads is an online lead management tool to capture, distribute and convert leads. Everything you would expect from a CRM tool but with a focus on keeping track of leads and your sales teams. An affordable solution that has everything you need to take control of your sales pipeline.
