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7 Reasons Why You Should Be Using Sales Lead Tracking Software

Author: Sam McMaster
by Sam McMaster
Posted: Apr 24, 2020
sales lead

Every business owner wants to see increased sales numbers, but many aren’t exactly sure how to go about doing that. Instead, they may find that their brand’s sales journey is disconnected and underperforming and that their sales reps are struggling to make calls and close sales.

What these business owners don’t realize is that the most successful organizations are the ones that are utilizing sales lead tracking software. Instead of relying on messy spreadsheets and time-consuming data inputting, this technology can streamline the sales funnel and boost the overall performance of your sales team.

Here are seven reasons why you should be investing in sales lead tracking technology.

1. Real-Time Inside Sales Insights

Data is a powerful tool, especially when you can use it to generate insights that help you make revenue-generating decisions easy and quick. With an easy-to-use dashboard, management has access to current lead data and sales call activity. This data can be pulled into custom reports to provide ROI on marketing tasks and shed light on much-needed improvements to lead generation tactics.

2. Better Organization

Leads can be organized for clearer insights and more accurate data. You can sort them by:

  • Stage in the buyer’s journey
  • Lead status (qualified or unqualified)
  • Lead source
  • General segmentation based on company size, demographic, industry, etc.
  • 3. Lead Distribution Made Easier

    With sales lead tracking software, leads get routed automatically so that reps are always in contact with the ones closest to the money. Sales managers can customize the routing process and use parameters such as:

    • Region
    • Salesperson's experience level
    • Previous history of contact
    • Time since lead submission

    4. Improved Efficiency

    Manual data entry is repetitive and time-consuming, and it’s also error-prone. Sales lead tracking software provides automation that keeps salespeople moving, allowing them to focus more on tasks that generate revenue, i.e., making calls.

    5. Personalized Experience

    Though this software offers many automated tools, personalization is still important to today’s consumers. The communication and content sent out by reps should align with the stage in their buyer’s journey. With this technology, reps can create targeted communications by using tools like workflow scripting, customizable templates, and automated messages.

    6. Fine-Tune the Sales Process

    The data collected from both successful and unsuccessful sales can be used to improve the sales funnel. Management will also be able to see the performance of individual reps and provide additional coaching and training to those who need it.

    7. Boost Customer Retention

    Even after the sale’s been made and you have yourself a new customer, the work isn’t over. This software provides you with a centralized data system that makes renewal dates and carrying out customer service tasks like responding to inquiries or following up easy.

    With all these benefits, it’s easy to see why organizations should adopt sales lead tracking software if they want to improve their sales. Without it, they’ll be quickly falling behind any competition that already utilizes this technology to improve the efficiency and performance of their sales team.

    About the Author

    An observer of the human condition. Endlessly curious about how and why the world works.

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    Author: Sam McMaster
    Professional Member

    Sam McMaster

    Member since: Sep 26, 2019
    Published articles: 34

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