Sales Lead Tracking Spreadsheet

Sales Lead Tracking Spreadsheet is one of the most important tools in the salesperson’s arsenal. It helps him or her to organize all the important information and the contact information of their prospected customers, so that they can be appropriately managed and monitored. In other words, the salesperson gets the contact details of his or her prospects, which is their ‘heads up’ that their new lead can help them in generating more sales. Also, sales people who use spreadsheets to keep track of their lead tracking efforts are able to see which leads are generating the most business for them.

Before the age of the internet, sales people had to go to the house of the lead to ask for his or her details and look up for a sales lead tracking spreadsheet to analyze the information. Now, this method is pretty much obsolete and most of the businesses and organizations use different techniques to track their leads. The methods vary from sales lead tracking spreadsheet to follow-up software to email systems to call tracking systems to online software.

But with the dawn of technology, the lead generation system has evolved a lot in order to facilitate the tracking of a new sales lead. People now just log on to the website of their respective companies to get detailed and complete information about their lead. Companies are even able to stay at a distance to attend to the needs of their leads and the call centers have to wait for updates and do not have to follow up with a lead.

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sales forecast template excel

The number of the lead, which generated by the lead, is tracked. Information like the name of the lead, the demographic profile of the lead, the period he or she is currently engaged in the business, the interest the lead carries, etc are also included in the sales lead tracking spreadsheet. The same type of data can be obtained from the websites of the salesperson and the lead as well. And then the salesperson can take a decision whether he or she should follow up the lead or not.

The sales lead tracking spreadsheet is used for storing a large amount of information on a particular lead, to keep track of it, to generate a report and to provide a single centralized view of the lead. The spreadsheets are designed to collect information on a new lead and all the necessary data regarding the lead like the contact details, age group, gender, education, interests, etc., are kept in one single sheet of the spreadsheet.

One way of collecting all the necessary data on a new lead is to simply put down a time and place the lead called for the first time by the salesperson. One advantage of this approach is that, if the new lead does not follow through with the follow-up after a certain time period, the sales lead tracking spreadsheet can show the position of the lead with respect to other leads. Another way of managing a lead that has not followed up with the follow-up approach is to save a copy of the lead tracking spreadsheet.

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sales funnel template excel free download 1

The spreadsheet will contain a list of all the contact information of the lead along with all the demographic profile and other information regarding the person called for the first time. And then the salesperson can search the database for the contact details of the lead and get in touch with the lead himself or herself. This way, the sales lead tracking spreadsheet will give the sales lead in the right kind of attention he or she needs.

The sales lead tracking spreadsheet allows salespeople to understand the progress of a new lead, before he or she initiates the follow-up process. The sales lead tracking spreadsheet helps salespeople in the determination of how much lead will be generated by the salesperson, with what sort of follow-up activities. Also, the sales lead tracking spreadsheet helps salespeople in formulating a suitable follow-up approach.

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