Looking for tips on Lead Tracking & Reporting
Hello Pipedrive community -
I've started a role as New Business Director with an agency, where I am responsible for finding new business from existing clients and new business from new/targeted clients. I've aways used Salesforce in the past, so I'm trying to get ideas of best ways to utilize the "Leads" tab in pipedrive to track my outreach to clients from personal contacts, in bound leads, website submissions, etc… to not only track progress of leads and where they stand, but to also show my work for any outreach that does not currently have a deal that is being negotiated. Once a deal is in negotiation, I can use the Deals function to track the progress, but I need tips/tricks for best way to create a progress dashboard for Leads and use it as a project management tool as well.
Any insight or ideas is appreciated!
Answers
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Hello Ryan!
My name is Beatriz and I'm a Customer Success Manager at Pipedrive, it’s a pleasure to meet you. Thank you for your question 😁
If I understand correctly, you need to create reports on Leads and Deals to show where your generation of New Business has come from. Is this correct? Most of our clients use the Leads Inbox section for this part of the process. After the Lead has been qualified and ready to continue the negotiation process, it moves on to be a Deal.
There are some reports you can create:
- Lead Performance: Use this report to review how many leads have been created; you can segment them by source, too (inbound lead, website, personal contact, etc…);
- Lead Conversion: This report will show you how your conversion to Deal has been. This is an excellent report to help you understand which sources are better to focus on.
Let me know if this helps or if you have any questions!
Thank you 😊
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Your lead tracking will be as good as the data you input on your leads. Here are my tips to get you started:
- Develop a plan for bizdev with your leads and outline key stages of your lead lifecycle.
- Define criteria for hot leads, cold leads, MQLs, etc.
- Convert key lead lifecycle moments and stages into lead labels. Keep the updated on leads or automate this.
- Identify actions you’ll take on your leads and turn them into custom activity categories/types. Keep them updated on leads.
- Determine key lead progress metrics.
- Use lead-scoped custom fields to assess lead quality/score and track progress and build custom reports.
- Set up automations to generate summary notes that will be added to leads as you work through them, saving you time on manual updates.
Ping me if need help.
Mac
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