Sales Lead Tracking Software – How to get the most out of yours

Lead Nurturing ‌• August 24, 2017

lead tracking software

As a sales development representative, your sales lead tracking software can give you either the biggest advantage or the biggest headache. From delivering timely content to tracking prospect progress, there are several functions you can employ to improve your sales outreach efforts.

To get the most out of your sales platform, try out some of these features to give you a leg up on the competition.

Organized, Centralized Dashboard

With an centralized dashboard, you can organize your sales development day around your highest priorities to meet your daily prospecting goals. Not only does this reduce stress, increase productivity and save time, it increases profit.

With a dashboard, you can pinpoint the exact areas of your business that are performing well or poorly. Once you understand this, you can focus your time and energy in the appropriate places to increase results. By accurately knowing what tactics are working in your sales efforts and what’s not, it’s pretty easy to increase both sales and profits.

Full-Access Content Library

The content your marketing team creates is essential to converting leads to sales. With full access to all of the content your internal teams are creating, you can deliver relevant, interesting and useful content to your prospects. Organized by topic or target demographic, you can easily deliver assets to prospects at the touch of a button.

When you hit your target with content that they derive value from, you’ll position yourself as a thought leader in their mind. When you deliver a line of valuable content, a sense of trust begins to develop – and when the lead trusts you, they’ll be much more likely to do business with you in the future.

Reaching them at their Moment of Interest

Did you know that if you can reach a prospect within 20 minutes of their first touch with your brand, you increase the likelihood of converting them by nine times? It’s true – as soon as someone submits a contact form, browses your content, downloads an ebook or takes another action on your website, they’re at their peak interest of doing business with you.

Take advantage of this by setting up moment-of-interest alerts. A platform like OppSource’s sales development platform has these types of alerts built in, notifying you instantly when someone takes a desired action on your website. When you have the power to track people’s desire to get in touch with your company, you make your chance of conversion much higher.

Trackable Templates

With a sales lead tracking software, SDRs are given the ability to create powerful, trackable email templates that sales teams can use to deliver emails with clickable content. Email campaigns need to be designed well, and the data shows it: According to Adobe, two-thirds of people would rather read something beautifully designed than something plain, and 80% will delete an email immediately if it doesn’t look good on their mobile device. This means that it’s imperative your emails are beautifully designed and include enticing content.

Automated Sales Reports

Sales can sometimes be an arduous process, however with an automated sales report, you can make your life simpler. Sales reports give you unparalleled access to valuable data that’s generated by your team as they conduct their outreach. Several details can be uncovered in a sales report, such as:

-Who your customers are
-Where your leads are coming from
-What prompts prospects to buy
-What keeps prospects from buying
-Campaign success rate
-Closing rate

These reports let you see how many leads are being touched in at any given moment in time, as well as how many leads have been spoken to, helping sales managers keep track of how much time is being spent on various sales tasks. Depending on the prospect and how they interact with an SDR, you can track frequency of contacts, follow-ups, the nature and outcomes, as well as average length of each touchpoint.

Best of Luck with your Lead Tracking Efforts!

Now that you know how to get the most out your sales lead tracking software, implement some of these tips and watch your prospect count soar.

If you’re looking for intelligent, useful sales software, try OppSource’s lead development platform today. Our platform offers unrivaled access to the most useful sales features on the market. Find out why companies large and small continue to choose our software – get in touch today.

Sam McCue
Inbound Marketing guru, avid fisherman, and all-around backcountry enthusiast.

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