Lead Management

4 key features every lead management system should have

Person Managing or positioning wooden blocks to indicate how his clients are grouped.

Managing leads has become more important than ever. Not only can one not afford to simply drop leads anymore, the speed with which leads are followed up with and turned into paying customers is vital to the health of any business.

Many small businesses think they can manage with excel spreadsheets, task lists or even handwritten notes. These methods can work in some specific situations but are extremely prone to error, forgetfulness and ultimately, a loss of revenue. For this reason, we at BaseCloud believe that every Lead Management System should contain at the very least the below 4 core features.

 

Automatic live capturing of leads.

The days of manually writing things down is both very time consuming and open to errors. A good lead management system will automatically populate info into a lead sheet when leads come from emails, forms, calls and other channels (think Facebook Lead gen Ads, Chatbots on websites, LinkedIn Lead Gen Forms).

Automatic system reminders

Some leads cannot be converted immediately. Many require follow-up at later stages. A quality Lead Management system will allow users to set reminders that will automatically remind users to follow up with overdue leads.

Advanced filtering and search options

Imagine if you have 1000 leads coming in every day. How will you find the leads relevant to just you as a member of the sales team? Perhaps you remember a customer’s name and wish to find their lead again? The ability to filter and search for leads quickly and easily is fundamental to a lead management system.

Reporting capabilities

Management is not interested in individual lead details. They want to see an overview. Even better graphs and figures. Lead management systems that can auto generate overviews and graphs have a big advantage when looking for trends and ways to improve your business or sales process.

 

 

If your current method of lead management does not include these 4 pillars it may be time to think about better managing your leads. We highly recommend the BaseCloud Lead Management System with Advanced Tracking if you are looking to better manage your leads and increase your revenue.

Share this post

Share on facebook
Facebook
Share on twitter
Twitter
Share on linkedin
LinkedIn

More Articles

What is Digital Marketing
Google Ads
Jaco SJ Kruger

What is digital marketing really?

In short: Digital marketing comprises of any kinds of marketing over the internet.  There are many aspects to online/internet marketing, ranging from the most old school, namely SEO or Search Engine Optimization, to Display remarketing where images follow you around based on products you have viewed of specific search terms you may have searched for.     Let’s delve

Read More »
Laptop computer displaying logo of WordPress
Website Development
Kyle Pillay

WordPress Tips & Tricks

When thinking about starting your very own blog or deciding on creating a website for your business, many people would recommend WordPress over any website building platform, and as a website developer myself, I would agree. WordPress is the world’s most popular content management system (CMS) and has been known for its quality themes, plugins,

Read More »
Google Ads
Featured
Jason Lippens

Google Search Ads vs Google Display Ads

In There are a number of factors that go into online advertising. You’ve got many ad formats to choose from when choosing how to reach your target audience.  However, what if you had to only choose two when it comes to digital marketing? Google Search Ads and Google Display ads are two of the most

Read More »
Scroll to Top

Experience 5 Star Service