Lead Management Software
Lead Management Software – Capture, Distribute and Track leads within your sales teams.
Using a spreadsheet to manage your sales leads? – 10 reasons it’s a bad idea
Posted on 17. Nov, 2011 by Duncan Macdonald in Lead Management, Lead Management Blog
If you are running your sales and marketing efforts on an ever increasing number of spreadsheets shared among your sales teams then it is probably time to consider utilising a dedicated tool.
Spreadsheets are great in the beginning, we all have a basic familiarity and getting started is quick, but your sales leads are records of important data that is often critical to the business. They also represent an important asset for marketing to utilise as you build a database of customers and prospects to market to.
Unfortunately, due to the lack of formality and control of spreadsheets there are disadvantages in using them to run a scalable and professional sales lead management process.
- Adding leads in any volume with differing fields is difficult
- Many versions can exist with multiple users.
- Duplication of information in different formats.
- Resource intensive to keep updated and maintain.
- Lack of control, validation and integrity over contact data.
- No in-built workflow to guide sales people.
- Not secure. Can be lost, corrupted or even worse, stolen.
- Often not backed up.
- Not easily shared or collaborated
- Often in the hands of one person, a custodian.
These are just some of the difficulties faced using a spreadsheet to run your sales lead efforts. When you consider the advantages of lead management and crm software with lead capture, lead reporting and sales pipeline management tools it becomes obvious why a spreadsheet won’t make the grade.
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.
