Contacts and Opportunities - The backbone of tracking and working your leads.
One of the most important functions of LeadSoft is store and organize your contact data - and to do so in a way that makes it easy to coordinate follow up actions, keep track of conversations, and react to things like claims and renewals from start to finish without dropping the ball.
It all starts with the contacts section.
Now that you've got your contacts, you'll want to keep track of which ones are simply contacts and which ones are really opportunities.
The Opportunities section inside LeadSoft lets you keep track of all of your real sales opportunities, value them, and make sure you don't drop the ball.
This is one of the most critical views of your CRM because it lets you see at a glance who you should call next and how much revenue you can expect to pull in in the short (or distant) future.
Once you've set up your pipelines and contacts, you can see your entire sales and marketing pipeline, critical alerts, and daily updates from your dashboard.
This is the fastest way to get a glimpse of your business and make actionable decisions that will help you cut wasted marketing spend, save at risk customers, and close accounts that otherwise might have slipped through the cracks.
Now that you've got your sales processes dialed in and know how to track your leads from the moment they raise their hand to the moment they buy, let's talk about how to get more leads into your pipeline.
In our experience, the fastest way to have more conversations is to reach out and start them yourself. That's why we added our own B2B data platform to LeadSoft that has over 100 Million Professional Contacts and 20 Million Businesses in it's database.
You can simply search our database and find your next leads to reach out to!
Got enough contacts? Great!
Lets chat about what to do with them in our section on Tasks and Conversations!
Ryan Matonis