If like most businesses you’re seeking to win new business and increase your net profit, then generating new sales leads will no doubt be a top priority. Keeping track of all your leads can be mind-boggling, especially if your business is growing rapidly. In this article, we will explain the basics of lead management and discuss why you need to implement an effective system to manage sales leads in your business. Furthermore, we will shine a light on Husky and describe how our software makes it easy for you to manage your leads and automate your sales workflow.
What is Lead Management?
Lead management is the process of organising your businesses’ leads so you can understand which stage of the sales funnel your deals are in. The lead management process will vary depending on the needs of each business. Today, many sales teams choose to manage their leads using intelligent software to streamline and automate the entire process.
Why Track Your Leads?
Tracking your sales leads with software such as Husky allows you to leverage the power of automation in order to win more business and get ahead of your competition. There are many reasons why you should start tracking your leads with Husky:
- Guage how close your prospective customers are to making a purchase and understand which leads should be prioritised
- Tailor your marketing efforts to uniquely target customers who are in different stages of the sales funnel
- Provide each member of your sales teams with greater visibility of important sales information
- Boost your operational efficiency by automating key sales processes and storing all lead information in one centralised platform
- Understand where leads have come from and when
- Understand how leads might prefer to be contacted
The case for getting serious about lead management is clear. Settling for mediocre lead management systems, such as Excel spreadsheets, will provide you with mediocre results.
How to Track and Manage Your Leads with Husky
Husky enables you to manage all your sales projects in one place.
Our software allows you to easily create new leads within the Sales section. By clicking “add new”, you can input all customer details such as their name, contact information, address and preferred communication methods. Added to this, you can also give the project a name, set the project status, set a project price and add a project description. Once this basic information has been added, you can then save the customer’s details and their project to your Husky database.
Following on from this, Husky makes it possible for you tailor your system and layout the unique steps in your sales process to match the way you currently operate. This means your leads can be tracked as they move through your sales funnel until the deal is closed. Once the project has come to an end, you can choose whether the project was won, lost or stopped.
Now here comes the part where the magic happens…
Let’s imagine that you’ve won a project, HOORAY! Now, with the click of a button, you can transform the lead into an estimate and Husky will automatically pull through all the customer details and project information that you previously saved in the system. This saves our customers so much time as they aren’t required to manually enter all this data for a second time.
Finally, as with all forms in Husky, your leads form will be customisable and can be edited to match your existing forms (if that’s what you require). As a result, this ensures that you are only collecting the specific data you wish to collect from new leads.
Thank you for taking the time to read our article. We hope you now have a better understanding of lead management and how you can manage your leads more effectively with Husky. If you have any questions regarding any of the topics discussed in this article, please don’t hesitate to get in touch. A member of our friendly team will always be happy to help.