8 Ways to Manage your Sales Leads

27 Nov 2020

Many weeks later, you still don’t have any leads. It’s a frustrating feeling that you didn’t see any new potential prospects in your email. Tired of that exhausting cycle? Don’t worry, we’re here to show you the solutions!

You can spot prospects by checking if your company’s products and services match their needs. If they do, you can move forward with your plan to interact with them and develop a relationship that will allow them to engage with your brand and eventually boost sales.

Going digital can help you expand your reach and widen your network. There are more options and data to use to get more leads, generate sales, and improve customer loyalty. We listed down eight different ways you can achieve this by using your sales strategy. 

1.  Prioritize email apps through Salesforce


One of the key ways in knowing your leads is through email campaigns. But observing the opening rates and clicks is not enough to find and gather potential customers. You need tools that will help you improve the results and know what your email marketing strategy is missing.

Integrate Salesforce with applications like Yesware. This tool helps you track engagement and finalize deals in their inbox. It will help you understand your subscribers by using the data based on when and how they engage with your content. You can also find the most effective email templates to achieve your target. 

2. Review the Analytics 


Keep all your team’s leads and targets in a single place. Use solutions like Salesforce to share your files and information with your teammates to have an organized view of the data. From there, it will be easier to analyze data of your leads. Using tools such as predictive analytics will help your sales team to finally become better at closing deals. 

Predictive analytics utilizes algorithms that show the aspects of what impacts a customer’s purchase decision. It also identifies future risks and opportunities through perceiving patterns with tools such as big data, artificial intelligence (AI), data mining, modeling, and machine learning.

Integrate analysis tools like Datanyze into your Salesforce so that you will simply detect your potential customers through analyzing their accounts. One of the best features of this app is that it will provide you a list of leads that are most likely to purchase your product. 

3.  Use a mobile sales app

Mobile Sales

It isn’t always reliable to totally rely on email and logbooks. That is why you should use a mobile sales app to achieve your sales campaign on-the-go. Your teammates do not need to carry an address book or run to their desktops because they can manage leads right away. 

This is a great way to track your leads wherever you are, and it makes your collected data organized. Having a mobile sales app decreases work pressure and adds more productivity.

With the Salesforce Mobile App, your dashboards, analytics, and leads are all in one hand. All you need to bring is your smartphone whenever you meet up with potential customers. You do not have to worry about forgetting your pen and paper. 

4. Use Customer Relationship Management (CRM) 


When the sales data are stored in the cloud, the productivity and collaboration of your sales team will definitely increase. Our partner, Salesforce, the world’s #1 CRM software, gives your department an organized platform that gives a 360-degree view of your sales leads. It is a cost-effective solution that helps salespeople prioritize turning leads into loyal customers, and opens up the opportunity to let them work remotely. 

There are other solutions like our partners, Vlocity and Syniti, that bring your data into one software. Vlocity, established on the Salesforce platform, is the leading industry-specific provider for Cloud and Mobile App. It supplies analytics, data migration, mobile development, back-office integration, and omnichannel sales and service.

Syniti is a leader in creating interactions between data and business. Using data management tools helps you and your sales team have access to your accounts in just one click. 

5. Stay active on social media

Social Media

Try generating leads by reviewing your company’s social media pages. If you stay active on social media, you will know who is using or talking about your products and services. Another way to track your potential customers is to implement a “social listening” tool. 

With Salesforce’s Social Studio, you can observe the topics of your audience’s post that are relevant to your brand. This will help you know your leads better. 

6. Invest in conferencing apps

Conferencing Apps

Be closer to your sales team and interested leads by using a conference app. Ensure that you are reachable to your potential leads and customers, especially with the current situation. All you have to do is integrate apps like Zoom and GoToMeeting into Sales Cloud. 

What makes Zoom convenient is that it is easy to create conference rooms by sending a link or information, and you can also share your screen in the meeting. In GoToMeeting, you can access your online conferences anywhere and you send invite links through email. Using these apps will help you be closer to your leads. 

7.  Add Artificial Intelligence (AI)

Artificial Intelligence

AI definitely plays a role in analytics. This technology can help you improve business predictions and make decisions based on the data provided. It even comes in handy in a CRM mobile app. 

Salesforce Einstein helps gain customer data insights and give out predictions of a potential customer’s action in the sales cycle. It gives an updated view of your leads and purchasers. This AI for CRM tool will help find your targeted prospects and close deals faster than expected.

8. Use automation software


Another way to simplify your challenges is to use an automation tool for your calls. Use this type of software to automate and schedule follow-up emails to your subscribers at the right time. You can also personalize the message to make follow-ups appealing. 

Integrate Tenfold with Salesforce to improve your productivity by automatically pushing incoming leads to the front of the queue. Your contact data like recordings, transcripts, call notes, and background can be saved in your CRM files. This tool ensures that none of your prospects are left behind.  Now, you can have better conversations with them.  

Third Pillar is willing to help you turn your leads into loyal customers with the solutions we provide. We want to ensure that you have the tools to help grow your business and close deals quicker. We can offer you a partnership that will positively impact your sales goals.

You can check out our accelerated packages that include Sales Cloud, Social Studio, and Service Cloud. Want to get started? Set a consultation with us, and we’ll have a chat about managing your sales leads to grow your business.