Featured Post

FCC Adopts New Rules to Close “Lead Generator Loophole” for Insurance Brokers & Agents

In December 2023, the FCC adopted new regulations to address consumer consent for telemarketing calls and texts. Recognizing the importance ...

Tuesday, December 24, 2013

Live Transfer Leads Generation Tip - Keep track of all your Leads - Livecontactleads.com

Have you ever took a look at the sales rep next to you and just saw a pile of sticky notes or pads all scribbled on it?  You wonder, how does this guy even keep track of anyone he called or sold?  I used to work with this guy who just had pads of paper with names and emails and such.  It used to annoy me severely.


 Now, I am not an organized person by any stretch but I couldn't sit and watch the business get piled up in these papers.  I made a small suggestion to try and help him keep track of these prospects so he could do a little follow up.  His sales cycle at this point was to pitch and wait for them to come back to him if they were interested.  I would always take a glance at him and see him reading the paper.  Always gave me a chuckle.  How archaic!  So, after months of explaining the benefits of a different tracking system of his prospects and how he could make more money, he decided to give it a try.  Now I didn't suggest ACT or Sales Force.  Simple excel spreadsheet did the track.  He increased his sales by 50%.  Follow up was made easy.  Now, I grew up on ACT and used Sales Force.  Great  programs.  There are free crm tools out there, I just prefer the easy csv.

Best Regards,
Michael Bendett 
Live Contact Leads 
5645 Coral Ridge Dr. Suite #128
Coral Springs, FL 33076
ph 866-256-6348 ext. 101  | fax 866-256-6295

No comments:

Post a Comment