Lead Management

Set, Track, and Achieve Your Sales Goals with
SalesTown CRM!

SalesTown lets you easily set targets for your team, track progress in real-time, and celebrate achievements. Whether you're focusing on new leads, closed deals, or team activities, we help you stay on top of your goals.

lead management dashboard

What is ​ Goal Management?

Contact management involves organizing and maintaining all customer and prospect information in one centralized location. It enables businesses to effectively track interactions, improve communication, and build stronger relationships with their contacts.

Key Features of Goal Management:

Flexible Goal Assignment

  • Assign goals to teams, individual users, or the entire company
  • Tailor objectives to specific roles or departments
  • Ensure everyone knows their targets and responsibilities
  • Foster a sense of accountability across the organization

Customizable Goal Types

  • Set various types of goals to match your business needs:

 a) Activity Added: Track new tasks or actions created 

b) Activity Completed: Monitor finished tasks or actions

c) Lead Started: Measure new leads entering the pipeline 

d) Lead Won: Track successfully closed deals 

e) Prospect Started: Monitor new potential customers identified 

f) Prospect Converted to Lead: Measure successful prospect nurturing

  • Align goals with different stages of your sales process
  • Focus on metrics that matter most to your business

Goal Duration Setting

  • Set time frames for your goals (e.g., weekly, monthly, quarterly, yearly)
  • Create short-term and long-term objectives
  • Easily adjust time frames as needed
  • Compare performance across different time periods

Goal Interval Configuration

  • Choose how frequently you want to measure outcomes
  • Set daily, weekly, or monthly check-ins
  • Ensure timely tracking and reporting
  • Identify trends and patterns in performance over time

Stop Wasting Time

By using SalesTown CRM's goal management features, you're not just setting targets – you're creating a roadmap for success. Our tools help foster a culture of achievement, keeping your team motivated and aligned with your company's vision.