How Does Lead Tracking Software Work – An Understanding

 It is important to have your information organized to make your sales process as efficient as possible. For this purpose, a company needs lead tracking software. It is used by sales and marketing teams to document their leads with information about their whereabouts in the funnel. This system eases the follow-up process with the prospects of sales teams and lets no one slip through the cracks. Some common types of data tracked include: 

  • Name of the lead and contact information

  • Sources of the lead

  • Their engagement with blogs, social media posts, live events, etc.

  • Identifying the stage of the funnel the lead is presently in.

  • Details of their way of contact such as email, phone, etc.

  • Notes of all the interactions

  • Last contact with them 

  • Size of the potential deal

  • Date of the project closing


Being organized is beneficial to every aspect of a company and lead tracking can revolutionize all its sales and marketing procedures. Hence, real estate lead tracking software is used for many industries such as real estate, digital marketing, healthcare, automotive, etc. 


How To Start Tracking Leads

To start with tracking leads and converting them to sales, you should define who qualifies as a lead and then select a lead tracking option. After establishing a customer relationship, you can track leads and sales with the help of the following points. 


  1. Set up a Client Call Log Template - It is done to document customer information. This call logging information can help your team to recall the specifics of previous communications. 


  1. Track Emails - This will allow you to test various communication styles with the leads to determine what works best and is most effective.


  1. Engage on Social Media Platforms - Engagement on social media platforms and in-app can help you to keep track of leads on all your channels. It will also show how they have responded to you which will help you develop precise engagement strategies.


Timing is key to a successful sales strategy, and in this high-volume environment, lead monitoring is essential for companies. 

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