Ensure your Sales Team is following Potential / Relevant Leads by following this steps ➖

Step 1➖ First Login to Sales CRM.

Step 2➖Click on the toggle button located in the top left corner of Admin dashboard to expand the menu options.Click on the “Lead Management.”

Step 3➖ Clicking on Lead Management opens a table where you can Manage all your leads. The "Score" column may display the Lead score assigned by the Team member who added the lead.

Step 4➖Clicking the "Task Tracking Log" button from the "Action" column opens the Lead Tracking Log for the specific lead.

Step 5➖ On the Lead Tracking Log Page, you'll see the following information for the lead:

1. Previous Tracking Log
2. Current Status
3. Lead Score
4. Next Follow-up Date
5. Lead Thermometer
6. Options to update the Lead Score and enter a New Tracking Log

Step 6➖ In the Borg’s Sales CRM the Lead score is defined with the following parameters ➖

1. Lead Name (1):           Basic information.
2. Lead Contacted (2):   Enables outreach.
3. Lead Email (1):           Facilitates communication.
4. Budget (2):                  Indicates buying power.
5. Authority (2):              Identifies decision-maker.
6. Need (1):                     Understands lead's problem.
7. Time Frame (1):          Indicates urgency for purchase

Step 7➖ To ensure your team is following up on the most promising leads, refer to the Lead Score (1-10) and Lead Thermometer (Cold-Very Hot). Here's a possible scoring guideline based on the system:

1. 1-3 Points:   Low priority lead.
2. 4-6 Points:   Moderate priority lead.
3. 7-10 Points: High priority lead.

By using this combined Lead Score and Lead Thermometer, you can prioritize leads and take the next steps to address the needs of high-priority leads.

Step 8➖While a High Priority Lead Score can help identify high-potential leads, a team member's ability to convert those leads into sales is the true indicator of their effectiveness. The Lead Score is a valuable tool, it should be used in conjunction with Performance metrics to assess overall team performance and potential

Admin

July 05, 2024

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