NOW LIVE – ENHANCED LEADS REPORTING
We have launched new simple and powerful reporting for tracking and managing your leads. The new leads report includes some of the same powerful filtering capabilities as the new pipeline reports launched recently as well as increased speed and performance improvements.
This report will provide part of the foundation for our future vision of being able to handle leads directly from your website, and bulk uploads via files to provide end to end visibility into your sale pipeline and process.
The new leads report can answer the following questions to help you manage your sales pipeline:
HOW MUCH BUSINESS WAS CLOSED WITH A SPECIFIC COMPANY OR CONTACT?
Simply type a few letters into the name or company box and you will be able to quickly find your contact or company and how much business has been closed.
WHICH LEAD SOURCES GENERATE THE MOST REVENUE?
All contacts in PipelineDeals can be entered with an associated lead source which can be customized for your business. Contacts are treated essentially as leads as long as you have an associated lead source.
Lead sources allow you to track which marketing programs are most effective in driving your business. A lead source could be your website, a tradeshow, a referral, an existing business relationship, direct mail campaign, cold calling or any means by which you generate and prospect for business.
The new leads report allows you to find out how much business was closed by each of your lead sources or how much business is in the pipeline from a specific lead source.
HOW LONG DOES IT TAKE TO CLOSE A LEAD?
Do you know how long your sales process takes from end to end? The new leads report answers this question quickly. Simply use the average closing time drop down to filter your closed leads, or select the closed leads check box. We then calculate how long the lead took to convert into a signed deal and also provide a simple average closing time.
So you can find out how long leads from specific lead sources are taking to close, or from specific companies. Of course, any of the filters can be used in combinations, so you can also find out which sales agents are most effective at selling by reviewing how long it a specific deal owner to close business.
HOW CAN I FIND ALL OPEN LEADS?
The leads report allows you see both open leads (leads that have not been converted to signed business) as well as closed leads. Simply use the check box to select which leads you would like to filter and display.
Currently, you cannot edit the leads or re-assign them with this report. This new leads report is mainly about closed leads and revenue associated with lead sources.
We will be creating a new leads report in the future in conjunction with bulk importing abilities that will allow manager’s and executives to assign and re-assign leads. This report will focus more on open leads and aging.
Thanks to our customers for helping craft and define the new capability.