Lead Tracking Process for Small and Medium Businesses
Lead Tracking Process has been greatly simplified by the sale lead tracking software systems such as LeadPro 24|7. However, understanding the underlying principles and procedures in the sales lead tracking tool will help leverage the features to improve the effectiveness of sales people and result in improved lead conversion rates. Also, certain actions might result in spamming complaints and unwanted telephone calls and communications if the automated work flow is not planned and implemented properly.
Lead Tracking Process Chart
The following chart shows a high level overview of the lead tracking process using LeadPro 24|7 Lead Management System. The chart provides an overall representation of the process and not an all inclusive blueprint.
For example, only online lead generation sources such as search engines are represented in the picture. However you can import the leads from external data files or enter the leads manually as the prospects call into the marketing center. The lead tracking systems can be used to track and manage web leads, internet leads, email leads, telephone leads, trade show leads, magazine / print media leads, etc.
Similarly, the usage of online surveys module is not shown here though it is part of the nurturing and prospect engagement process.
Manual Tracking
It is essential to include all manual tracking activities in the lead tracking system. For example, when a sales rep contacts the prospect and the prospect informs her that he would be interested in the product or service after six months, this feedback should be updated in the lead profile along with a note. A reminder activity also could also be entered so that the sale rep can contact and follow up with the prospect at an appropriate time in future.
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