If you’re not already, you’ve probably thought about using a CRM to manage your leads and deals, haven’t you? Organization is a good thing, and some discipline might help close some of your leads, turning them into deals.
Help keep your sales team on track by automating reminder tasks and emails.
80% of sales require five follow up phone calls after the meeting. Yet, the average sales person only makes two attempts to reach a prospect.
The fastest way to ease your burden is to delegate some of your work and assign leads and projects to other members on your team.
In keeping with the tag theme this week, here are five ways you can start using tags in your CRM to help manage your leads:
- Region or Location
You might have captured your lead’s address, city or state, but it may be handy tag them as Midwest, West Coast, or Non-US for example.
- Industry Influencers
Is the lead a prominent expert in their field or vertical? Tag them as Influencer, Legal Expert, or Tech Guru to find them quickly.
- Industry Events or Sponsors
Remember which contacts you met at last fall’s tech event by tagging them Techweek for example. Or keep track of event sponsors by tagging them as such.
Need someone to help close a deal? Tag these special folks as Partners, Agency or Affiliate.
- PR and Media
When you need to get the word out, tag your media contacts appropriately. Also handy to add their Twitter handles in their profile too, for quick access later.
How do you use tags? Let us know in the comments!
It’s not just for people, you can add avatars and tags to companies in your account too!
When we first created Lead Zeppelin, it was to answer the needs of our clients at our agency, cre8. Everyone wanted something simple, basic and easy to use.
No one wanted something complicated to set up or configure. There were other CRMs out there, and even more choices today. But each one didn’t quite have a feature we needed, or had parts we didn’t like. Continue reading Prepare to Dock
Some users have been asking about how to go about getting started with using Deals. Here are a couple quick points to get started using them effectively. Continue reading Adding Deals
This has been one of our most popular requests. We’ve had the ability to assign a lead to another user for awhile, but our customers have been asking to create permissions so that your users can only see the leads assigned to them. Now you can, by editing your user’s Permissions:
Checking Assigned Leads will filter what your users’ see, only showing them leads (as well as associated tasks and files) that they have been assigned.
We recently added filters to the Tasks section of Lead Zeppelin, now we’re back with more. In the event that you’ve accidentally checked off a task as completed, or are just lazy and want to recycle/reuse your tasks, you can get them back by accessing your task graveyard by filtering your tasks by completed to see them.
You’ll now see them in all their checked-off glory. To reinstate or reuse one, simply uncheck the task, and poof, it’s zapped back to your open tasks list.