Sales Lead Management Software: Top 6 Tips To Find Cheap And Easy Solutions

Category: Questions & Answers

qnaShannon runs an online jewelry store for women and has been looking for way to optimize her marketing strategies to reel customers into her web based store and generate more sales. As most small businesses, Shannon has reached out to customers by creating accounts in social networking sites like Facebook and Twitter, posting images of her wares via Instagram. She also created a blog about her store, which showcases her products.

Right now, she is mulling about getting a sales lead management platform for her enterprise. Someone told her it will significantly increase her chances of getting more highly qualified leads and ultimately increase her sales. The thing is, she just don’t where and how to start.

“Hello there. I have read some articles on sales lead management software on the suggestion of a good friend. After some reading and research, I think such system can help me boost the sales of my small business. Now, reading writeups and reviews on sales lead management applications and tools is quite helpful. But with all the information that I have, I still don’t know how to go on with the selection process.. Maybe you have some tips that you can share so that I end up with the perfect sales lead management software? I appreciate your reply to this query. Cheers!”

Hi Shannon! Unfortunately, there is no such thing as a “perfect” sales lead management software. However, I can help you find the best system that will suit your business needs as well as your preferences. Even if there are hundreds of sales lead management systems that you buy or even download free from the Internet, only a few are capable of providing you with the features that you need and work well for you.  I have listed 6 expert tips below to help you jumpstart your search.

#1 Determine the needs of your sales management. You can do this by creating a flow chart of your sales process and then identify the areas where you might need help. By doing this, you will be able to discern what features and functionalities you will require from your sales lead management software once you decide to purchase one.

#2 Budget will always be a concern right from the get go. So it is important that you know from early on how much money are you willing to invest for a sales lead management solution. A number of the best lead management software are pricey, so you need to do some calculating to have a good grip on the expenses as well as the returns of your investment. There are several software vendors that offer demo or free versions which can provide you with the opportunity to feel out their products and appreciate them before you actually shell out money.

#3 Read more. Reviews and comparison articles on sales lead management platforms from reliable sources are always a good source of information and will give you a clear, unbiased contrasting of products. These articles offer good commentaries, first hand accounts, as well as some pros/cons on the leading software solutions in the market.

#4 Opt for a customized package. While some vendors offer basic packages that carry standard functions and features, you can’t go wrong with a customized package. Having a tailored fit for your business is a whole lot better since you will be getting everything you need and want and not those options you might find unusable. Make sure that you provide your vendor will all the necessary information so they can create a customized bundle with all the tools that you actually need.

#5 Don’t settle for just one vendor. Get as many quotations and offers from as many vendors as possible. Not only will this provide you with a list of solid, potential candidates, but you get to compare systems, features, and prices. Not only that, you will also probably get good deals and discounts as well.

#6 Always get the opinion of a first-hand user. Experience, they say, is the best teacher. In choosing a sales lead management software, such saying applies. Look for businesses that have similar sales model as your own and ask for their software choices. Ask them what they like about their sales lead management set up and take down notes. Not all business owners will want to share such information so be prepared to get snubbed.

By Nestor Gilbert

Senior writer for FinancesOnline. If he is not writing about the booming SaaS and B2B industry, with special focus on developments in CRM and business intelligence software spaces, he is editing manuscripts for aspiring and veteran authors. He has compiled years of experience editing book titles and writing for popular marketing and technical publications.

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