This is essential to managing your leads. You want to make it as easy as possible for you and your sales team to manage them without sacrificing the quality, of course.
Here are a few tips on how to accomplish this:
- Make sure the lead management system you are using is cloud-based. This allows your sales team to access the system from anywhere.
- Establish a clear workflow for your sales and marketing team to follow. This will help lead management become less time-consuming than it already is.
- Keep the system simple and easy to use.
- Start by creating goals.
- Define who is responsible for what, including marketing, sales, or someone else on your team
- Select a CRM that has the features you need to reach your goals. That includes email automation or workflows.
It's essential not only to have an easy system but also to keep up as your needs change to provide accurate information about your leads. If it becomes too complicated, people won't use it, which means no more organized data and lots of wasted time spent trying to manage without any plan!
Here at Pulse, we've created visual project boards to manage leads and your sales pipeline easily. Sales teams love them because they have a helicopter view of everything going on.