Sales Lead Tracker

A business needs to track its sales leads to follow up on these and end up closing sales. Without leads and profitable sales, a company will not be able to carry out its operations effectively. When a business can properly track leads it can do what is in its power to convert these into a sale.

Leads matter when it comes to marketing as well as sales. Brands can turn these into revenues along with profits to help their business expand. To do this you can consider a sales lead tracker.

What is a sales lead tracker?

This is a tracker that looks at the source plus status of leads within the sales process. The tracker will monitor the place where leads are within the sales funnel. In this way, you will be able to decide what to do so that the lead can go to the following stage and end up in a profitable sale.

Excel Spreadsheet Template

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Excel Spreadsheet Template

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What does a sales lead tracker do?

The tracker aims to comprehend what potential consumers are doing from the start to the close of a sale. It keeps a record of the process so that it can be analyzed and used to promote the company and its products. The tracker will monitor the place that leads came from, i.e. if these are inbound or maybe outbound leads.

How do I create a sales lead tracker?

If you aim to follow all leads and enhance the conversion rates, it is important to make a sales lead tracker properly. The following points may help you here:

Find the right application:

To make the tracker easy to create fill in and read, you need to look for a good application to make it in. You can consider one like Microsoft Excel here so that there is no problem carrying out calculations.

Professional document:

The tracker is a professional document as it is used for a business setting therefore it should be made with a formal format. The heading can be “Sales Lead Tracker”. After this state the name of the company that it is being prepared for. Create a table after this.

Title of lead:

A column for this on the table will allow you to state a title that will help you identify leads. This can be a company name or an individual name. It can be a precise title related to the inquiry.

Description column:

Here you can write a relevant description related to the inquiry gotten from the particular lead. The needs, products, or services needed by the lead can be stated here. You may state the delivery timeline and necessary details that are applicable.

Contact details:

Separate columns for the email, phone, and website of the particular lead can be present.

Lead source column:

State the source of the lead here. It may be some website, social media platform, a referral, etc. When you know the lead source you can channel lead generation aims. You will have an idea of the channels that are giving extra leads and those that are not.

Predicted value of sale:

A column for the estimated value of the sale that you think you may get from the particular lead can be stated here. You need to guess this according to the discussion you have with the specific lead concerning what he/she wants. You can then prioritize leads focusing more on those with high-value.

Conversion:

A column for the probability of the conversion needs to be present. You can concentrate on leads that seem more likely to become sales.

Stage of lead:

The state of the lead within the lead funnel must be entered here.

Dates:

A column for the date added will tell the date that the lead got added to the tracker. You will know about aging leads and focus on them so that they end in sales. You need a column for the next follow-up date. Here you will state the date that the coming follow-up action will be.

Activity logs column:

Here you can include notes from the interaction that you had so that you can remember this.

Lead assigned to:

Here you will state the person you have assigned the particular lead to.

Helps to make projections

The lead tracker helps one know the way that a sales funnel functions allowing one to make projections. You will be able to enhance your marketing aims and get rid of strategies that are not helping a lead move across the funnel. With the tracker, you can know who is working on a certain lead and whether they have been able to convert it into a sale or not.

Preview

Format: MS Excel 2007/+ File Size: 59 KB

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