Update Tracker

Many at times, customers have often complained that the changes made to the leads do not show in the CRM, which raises questions on the performance issues of the sales personnel.

So, after carrying out much research introduced the 'update tracker' feature, which maintains close track of the any changes made to any lead by any of the login users. It becomes possible with the lead owner to update the history of the lead. It becomes possible to keep track of all the email, contact numbers, SMSes sent or received.

This effective lead tracking process keeps the sales pipeline filled and also ensures that the generated leads are followed up and do not get lost. For carrying out immediate follow ups, hot leads can be allotted to the sales rep immediately apart from routing them for marketing purpose.

This feature is a must for companies that have thousands of sales leads in their systems and before getting closed, they go through various processes. The tracking system plays multiple roles with ease such as

  • Consolidation of data.
  • Maintenance of leads.
  • Assessing the potential of leads.
  • Easy management of leads.

It helps deciding which leads need more attention apart from staying connected.

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