Sales Lead Tracker

All the contacts of individuals or organizations that are interested in the product your company is selling refer to the sales lead. Throughout the sales process, managing sales leads is important because it helps a seller or a selling company see who should be targeted in the future for sales.

What is a sales lead tracker?

To manage the sales leads, people used to go for manual procedures. However, these days trackers are used that effectively manage leads. The sales team has to organize and monitor all the leads to see fruitful results. Therefore, a sales lead tracker can be a useful tool for them.

How does a tracker work?

A tracker generally contains a few empty fields that are required to be filled by the user. It usually captures the information including contact details of the potential client, the industry to which he belongs, the source from where the lead has been generated, and some other information that can be of any use for the sales department of the company.

Lead status:

Leads are often categorized on the basis of the types they are divided into. There are different types or stages of the leads when it matures from one stage to the last. The stages of leads are from ‘prospects’ to the last stage of ‘closed-lost’. Seeing the stage and status of each lead helps the salesperson see at which stage a particular lead has reached. This way, they can decide which step to take.

It helps in the assignment of sales leads:

A sales manager often has to assign different sales leads to different representatives to work on. This seems to be a very simple process. However, when the size of the team and the quantity of leads increase, it becomes a pain in the neck. The tracker supports the sales manager and suggests to him how he can assign different leads to people working in the sales department of the company.

There needs to be a responsible person who can be assigned to the lead. The tracker lets the person see who has worked on the lead responsibly in the past. This way, he can easily find the right person and protect his company from any potential losses. In addition, this also lets him see who he can hold accountable for this.

The tracker also gives people follow-up reminders:

Salespeople often forget about the important dates coming into their schedule, one of which they might have to meet someone or generate a sale lead. The tracker keeps them alert as they know about upcoming important events through the use of a tracker.

There is so much going on in the life of a salesperson. It is normal to forget some important events or neglect them completely. However, they feel anxious because they know they have to be answerable to their supervisors for the work or sales lead that was assigned to them. Therefore, when they have a tracker that reminds them of everything that matters to them.

With the tracker, people can easily track sales activity:

To sell a product, a sales team has to be engaged in the activity that can help them promote their product such as making phone calls to prospective clients, sending follow-up emails, and communicating with people to market the product.

The tracker also lets them see what kind of interactions were made in the past. In other words, a complete picture of a lead’s engagement in the past becomes clear. It lets the manager see how diligently and passionately a particular person has communicated with others to make their business grow and prosper.

Is using a tracker difficult?

A tracker is one of the easiest tools to be used by the sales team. It does not require people to have a certain level of expertise or knowledge of how things work. If a person working on a lead knows what he is supposed to do with the support of a tracker, he will never need to be worried about how a particular tracker works and what it takes to make it work like a charm that can go in favor of a company using it.

Sales lead tracker template