Getting qualified leads to your sales team cannot happen fast enough. When I think back on the days when I used to send spreadsheets full of leads to each individual member of my sales team based on territories, I cringe. That was the best way I knew how to show them where a lead came from, where it had been or simply what type of company they worked for. This type of information is invaluable to a salesperson. But so is there time – time is money and so back to my original point. You need to get qualified leads and all the information that goes with them to your sales team as soon as possible. We all know that spreadsheets flying all over the place is not the answer.
What is the answer, your CRM, the place where salespeople live and breathe. Make the information accessible to them the minute they login to their place of record for everything they do – log calls, log emails, convert leads and forecast their pipeline. By providing your sales team with this information every time they call on a new lead you are making both of your lives easier. They are presented with all the qualifying information they need to have an interactive conversation with the prospect and you are not troubled with the manual processes of sending sales members spreadsheets full of leads.