Lead Management Software
Lead Management Software – Capture, Distribute and Track leads within your sales teams.
6 ways a Lead management software is better than a spreadsheet – Workflow and Tracking leads
Posted on 16. Sep, 2011 by Duncan Macdonald in Lead Management, Lead Management Blog, Sales Force Automation, Small Business
When you only have a handful of customers or a small number of leads, a spreadsheet might be enough to manage these. But what about when you have 100’s of leads and your list is continually growing?
There comes a time when you need a professional way to manage your leads, upgrading from a spreadsheet to a CRM Package with a Lead management focus.
Here are 6 things you just can’t do with a spreadsheet
1. With a Lead management tool or Lead management software you can easily find leads, or customer details in seconds, even if you have 1000s of records. You will be able to search on based on any combination of contact, previous history, campaign or source.
2. With Lead Management Software, you have access to a leads full history. Notes, tasks, emails, previous lead outcome, quotes, inquiry history are all available and quickly accessible. See what went well or the reason the deal didn’t progress in the past and learn
3. You can create additional leads against a contact so that you don’t have duplicate records. Something you can not do in a spreadsheet.
4. With Lead Management software, leads are automatically tracked. You know the live status of a lead at any time. Reminders are sent to let you know when an action is required or a lead is going cold.
5. Built-in reports show you who the top performing sales people are, any leads that are going cold or haven’t been contacted. Reports will also show you how your Sales pipeline is performing.
6. The workflow will show who you who you need to call today, actions that are needed, who to follow-up next etc so you can easily keep on top of those hard generated leads.
Why not import your leads from a spreadsheet into a Lead management tool and see the difference it makes?
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.
