How to ensure your Sales team is following potential / relevant leads?
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:
- Previous Tracking Log
- Current Status
- Lead Score
- Next Follow-up Date
- Lead Thermometer
- 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 ➖
- Lead Name (1): Basic information.
- Lead Contacted (2): Enables outreach.
- Lead Email (1): Facilitates communication.
- Budget (2): Indicates buying power.
- Authority (2): Identifies decision-maker.
- Need (1): Understands lead's problem.
- 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:
- 1-3 Points: Low priority lead.
- 4-6 Points: Moderate priority lead.
- 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
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