Effectively managing and tracking your leads is crucial for sustainable growth. A well-structured lead tracking system can help your business identify valuable potential customers, streamline the sales process, and maximize conversion rates.
A lead tracking system allows your business to monitor the entire customer journey, from initial contact to conversion. By gaining insights into your lead generation efforts, you can identify areas for improvement, make data-driven decisions, and ultimately drive business growth. This includes details such as the source of the lead, the date and time of the initial contact, and any subsequent interactions.
By having a clear overview of each lead's journey, you can provide personalized and timely communication. This enhances the customer experience and increases the likelihood of conversion.
Custom fields included:
Sourcing channel: LinkedIn, email, phone, form
Sourcing type: Outbound, Inbound
Lead score: Tier 1, Tier 2, Tier 3
Lead priority: low, medium, high
Status: Sourced, Qualified, To contact, Call, Follow up, Lost, Converted
