8 Best Lead Management Strategies in SalesTown CRM
Getting leads is just the beginning. To turn those leads into customers, you need to follow up, build trust, and guide them through the sales process. This is called lead management.
SalesTown CRM helps you manage leads more easily by keeping track of them, engaging with them, and moving them toward a sale.
Here are 8 lead management strategies, to earn three times more from your leads.
1. Lead Capture
Managing leads manually can be really exhausting. You’re constantly switching between different platforms, like checking emails, social media, or even going through spreadsheets. Every time a new lead comes in, you have to manually enter their details, and there’s always a risk of missing something important. Not to mention, trying to track where each lead came from, how far along they are in the sales process, and when you last followed up can get overwhelming.
SalesTown CRM makes this easy by automatically capturing leads automatically from different sources like your website forms, social media platforms, and popular portals like IndiaMART, Justdial, and 99acres. Instead of manually adding leads, SalesTown collects them in one place.This saves time and ensures no potential lead is missed, helping you stay on top of every opportunity from various channels.
2. Lead Tracking
Keeping track of your leads is crucial to knowing where each potential customer stands in the sales process. With SalesTown CRM, lead tracking becomes much easier. Instead of trying to remember who you last spoke to or what stage a lead is in, the system organizes everything for you. It tracks interactions like Notes, Activity ,Email, Call Logs, WhatsApp Logs etc. automatically, so you always know which leads need attention and which are closer to closing a deal.
Without lead tracking, it’s easy to lose touch with potential customers or miss out on important follow-ups, which can result in lost opportunities.
3. Lead Distribution
One of the toughest jobs for a sales manager is making sure leads are evenly distributed among the team. Often, this means spending time manually downloading leads from different platforms and then assigning them to the right salespeople. It can be frustrating and time-consuming, with the risk of some team members getting too many leads while others have too few.
SalesTown CRM simplifies lead distribution with several smart options. You can distribute leads:
- One-by-One: Assign leads individually, so you have full control over who gets which lead.
- Round Robin: Automatically rotate leads among team members, ensuring a fair and balanced workload.
- Percentage-Based: Allocate leads according to predefined percentages, based on factors like team member experience or current workload.
With these flexible distribution methods, SalesTown CRM helps you manage leads more effectively, making sure each team member gets the right amount of work and maximizing your sales potential.
4. Detailed Lead Profile
Having all the key details about your leads in one place is really helpful. With SalesTown CRM, each lead gets a detailed profile that includes their contact info, past interactions, and any notes you’ve made.
This way, you don’t have to search through different sources to find out about a lead. Everything you need to know is right there, making it easier to personalize your follow-ups and build better relationships. It’s a simple way to stay organized and make sure you’re always prepared for your next conversation.
5. Lead Stage
Understanding the stage of each lead in the sales process is essential for managing them effectively. SalesTown CRM helps by clearly showing where every lead stands—from their initial interest to the final steps of closing a deal.
For example, you can quickly see if a lead has just shown interest, if they need more information before making a decision, or if they’re ready to make a purchase. This information helps you tailor your approach, so you can provide the right support and follow-up at the right time. It keeps you organized and ensures that you don’t miss any opportunities, making it easier to move leads through the sales process and turn them into customers.
6. Follow up & reminders
One big reason sales teams have trouble is not following up enough or not doing it in the right order. It’s rare to close a deal with just one call, especially if the sale is more involved.
To handle this, you need a good follow-up plan. With SalesTown CRM, you can easily set reminders for when to reach out to leads again. The system will alert you when it’s time to make the call, so you won’t miss any opportunities.
7. Lead Report
Keeping track of how your leads are performing is essential for improving your sales strategy. SalesTown CRM makes this easy by providing detailed lead reports.
These reports give you a clear view of how many leads you have, won, lost, and how many are still active, along with their total values. Below that, there’s a detailed table listing each lead with important details like the lead name, value, owner, and the date it was created. This organized view makes it easy to track and manage your leads at a glance.
8. Lead Nurture (Email & WhatsApp Marketing)
Nurturing leads means keeping them interested and engaged until they’re ready to buy. SalesTown helps you do this easily with their own email and WhatsApp marketing tools.
With email marketing, you can send personalized emails to your leads. You can set up and send these emails automatically, making sure your leads get regular updates and offers without extra effort.
For WhatsApp marketing, you can send messages directly to your leads. Send bulk messages whether it’s updates, special deals, or just a friendly check-in. SalesTown lets you communicate quickly and efficiently. You can even set up automated messages to keep in touch without having to do it manually.
Wrap Up
Here you have it – some effective strategies to manage your leads and turn them into customers. If you’re in the market for a Lead Management System, consider giving SalesTown a try. It’s an all-in-one platform for sales CRM, marketing automation, and helpdesk, designed to streamline your sales process.
