Quick answer · Lead management
What should I do if I lack an overview of my leads?
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TL;DR
If you lack an overview of your leads, the problem typically lies in them being scattered across Outlook, Bilbasen, Facebook, and your salespeople's minds. Consolidate them into one database with a visual pipeline (Kanban), lead scoring, and a daily task list per salesperson. CARRUSLiNK achieves this in 2-4 weeks, including data import.
Key facts
- Symptom 1: Each salesperson has their own 'list'
- Symptom 2: The manager cannot answer 'how many open deals do we have?'
- Symptom 3: Forecasts are based on gut feeling
- Solution: one customer database + visual pipeline + dashboard
- Implementation: 2-4 weeks with data import from existing systems
- Salesperson sees daily task list, manager sees pipeline value in real time
See the pipeline dashboard live with your own lead figures.