The Follow-Up

Once you've qualified a lead and made your pitch, be sure to stay on top of your process. 

  • Understand the quality of your leads and Conversion rate: Where are your most fruitful leads coming from? Track how many of your leads fill out your webform, take a phone call from you, schedule more time to learn about your product, request a quote, or sign a final contract. You can track all this using a Custom Field Set.
  • Segment your leads into groups: Use Tags and/or Custom Fields to segment your groups - this will help you target your communications to interested groups instead of sending out broad communications that encompass everyone.

Check out our Sales Guide for more details on how to create a winning sales process for your team!