CRM Talks: How to properly track your activity to a client

CRM Talks: How to properly track your activity to a client  

To get the most out of marketing campaigns, it is important to be equipped with a well-defined process for tracking leads. In fact, all leads need to be properly tracked and nurtured, until you can convert them into revenue generating customers of your business. This is where you should think about using an appropriate CRM software. Continue to read and we will be sharing the steps on how to use one of the CRM for SMEs for proper lead tracking. 

  • Use the right CRM software 

Before you go ahead with your marketing campaigns, it is important to be equipped with the right CRM solution. Take a look at the different CRM solutions available out there and pick the best one. The exact CRM solution that you select should be in a position to provide a helping hand to you with tracking your user activity and converting them into customers.  

  • Define what data you are going to collect  

From the moment you give a cold call, you will continue to collect a lot of information with related to your leads. However, you should be specific on what data that you are going to collect about your leads. This is where you should pay special attention towards collecting identifiable information. These are the information unique to the leads. IT can be their name, phone number, email address, mail address, and the organization. You should then collect other important information such as lead source, deal information, and include some tags for easy tracking. 

  • Input lead information  

The next step is to input lead information to the system. It is true that you can manually insert all the records. However, it is better if you can look for a more effective and a convenient method to add details. This will help you to save a considerable amount of time while you work with a large number of leads in the future.  

  • Assign leads for sales representatives 

If you have to deal with a large number of leads, a single person will not be able to handle them all. This is why you should be assigning leads to sales representatives. The sales representatives should have a clear understanding of sales pipeline management. Then they will be able to go ahead and manage the lead pipeline accordingly.  

  • Nurturing the leads 

Nurturing leads is the most important step associated with this process. It is quite important to adhere to the correct steps at the time of nurturing the leads. That’s because the way how you nurture leads define whether you can convert a lead into a revenue generating customer of your business or not. The sales representatives should follow a personalized approach to nurture the leads. On the other hand, they should be taking the most out of available features on the CRM software for lead nurturing as well. 

  • Prioritizing leads  

At the time of nurturing leads, it is also important to focus on prioritizing leads. Not all leads will perform in the same way. Based on the interactions, sales representatives will need to prioritize the leads accordingly. This will help to win the customers who can be converted easily. More effort has to be spent on converting such leads to customers. 

Final words 

This is the process of converting your leads into regular customers. As you can see, your CRM is going to play a major role behind the overall process. This is where you should be careful to use an appropriate CRM such as Jubili to manage your leads and convert the most number of customers as possible.