how to use a CRM to track leads

How to use a CRM to track leads

how to use a CRM to track leads

If you can’t see it, you can’t track it.


Keeping track of leads is a challenge for many sales teams. And one of the biggest reasons is that the leads are scattered across spreadsheets or other filing systems. Using a CRM can breakdown this barrier. 


By using a centralized database, using a CRM can easily break down this barrier—making your salespeople work as a team, not in silos.

Use a CRM to track leads

A common frustration for salespeople and their managers is prioritizing leads. Knowing which leads need extra attention and which only need a gentle push can help you organize your day more effectively. In the long run, this will turn your sales process into a well-oiled machine.

To do this, you need to have a uniform workflow that allows your salespeople to keep their eyes on every lead as they pass through the sales pipeline. Adopting CRM software can impose a structure on the discipline of tracking and following leads in the day-to-day operations of your sales team.


Additionally, sales teams that are well-versed in the use of their CRM software to organize their follow-up and outreach efforts consistently enjoy more sales success than those who don’t.

Use your CRM to trigger sales activity

Sales teams can use their CRM software to create predefined steps. This is very useful for creating clarity on where each account is in the process.



Many CRM systems can even be further configured to engage an automatic task as the steps in the sales process are completed. This will indirectly prompt the salesperson to continue moving the client forward in the sales funnel.

Use a CRM to handle routine tasks

Relying on technology to provide structure to the sales process provides advantages to sales teams. First, salespeople can spend more time crafting presentations and working directly with clients instead of trying to organize their sales pipeline. Secondly, the results of salespeople’s effort are visible to sales managers up the hieraBesides the two advantages discussed above, a CRM is also a handy, automated tool to help with routine tasks—such as writing a follow-up email or renewing recurring sales tickets.


This will then create two advantages. First, salespeople can have more time crafting presentations or working directly with clients instead of trying to organize their sales pipeline.


Secondly, the results of salespeople’s efforts are visible to sales managers in real-time. As every success (and failure) is well documented, managers can see the progress the sales reps have made. They know the team’s capacity, hurdles, and other valuable information that can speed up the deal-closing process.

rchy. This greater visibility is an effective form of communication in its own right. Managing leads and tracking the sales pipeline from the cloud turns the day-to-day activity of salespeople into valuable business intelligence for managers by making it accessible.

Organize, track, and follow up on leads effortlessly with CRM

Tracking a dozen leads manually is still manageable. But as your business grows, you need a reliable tool to manage the hundreds of leads your team acquired. It will be a great waste of resources if you miss an opportunity to get a new customer just because your sales pipeline is disorganized. 


Pipeline CRM gives you a 360-degree view of your sales pipeline. Always know where each lead is at and use the stored data to move it forward to the closing deal stage. You’ll never miss another chance to close another deal. 


Get Pipeline CRM to make lead tracking easier, simpler, and stress-free!

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