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As a business owner, you might think you don’t need to implement a system to help manage your sales leads. You might have manual methods such as spreadsheets in place, and this might be enough for the volume of leads you currently have coming into your business.

However, there are a number of reasons why this might not be an effective long-term solution and you should consider deploying a more robust method of handling the enquiries and leads you generate.

Room to grow

Your business might currently have a small number of leads to manage. Logging these manually onto a spreadsheet might seem like an effective use of your time, but this is work that could be stopping staff from being better utilised elsewhere.

This method also becomes problematic if your business grows and increases the number of leads it generates.

Deploying a system that allows your business room to grow, develop and comfortably handle its lead management is important, especially as this provides a firm foundation to build from and ensure ongoing growth.

Handling scale and volume

Your business might be one that has seasonal fluctuations in sales. Tracking your leads and work on a spreadsheet during quieter months might work as a short-term solution. But a sudden spike in volume and scale could cause this process to become too time consuming for staff and leave your recording process open to mistakes.

An automated system can gather this information quickly and accurately. This provides your business with the means to use automated responses to allow your staff the time to focus on dealing with an increased workload and help them meet the increased demand for services that your peak periods call for.

 

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Manual methods are not an effective long-term solution as your business grows and increases the number of leads it generates, you should consider deploying a more robust method of handling the enquiries and leads you generate.

Defining processes

If you’re utilising manual methods, keep in mind the training this involves. Whenever a new team member joins your business, they need to be shown how to use your current system and how to record leads accurately.

An automated system will continually do this for you, avoiding the need to do additional training.

This can streamline the induction process for your staff and allow them to focus on learning your other internal business processes as opposed to how to correctly fill in a spreadsheet. An automated lead management system also allows you to put defined processes in place that won’t be derailed by staff leaving. This can allow you to put clear processes in place that minimise the amount of simple admin work staff need to do, and instead allow them to prioritise their time on dealing directly with your customers.

Helping businesses to effectively manage their leads

Adapting your business processes so you can grow, handle a larger volume of leads, and improve the flow of leads through your business is important for stimulating long-term growth and success.

You might be uneasy about deploying a new system within your business and how it will impact the other systems you have in place.

At FLG, we provide a family of robust lead management tools that can:

  • Efficiently process your leads to help follow up and achieve more sales
  • Integrate with other software platforms, including MailChimp and Campaign Monitor
  • Use powerful workflows to automate your sales processes

If you’re interested in learning more about how FLG can help your business, please take a look at our FLG Core page.

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