Dear Reader, Greetings and welcome to ToolsonCloud Blog!
We have been listening to our reader's demands and many of you expressed interest in a Sales Lead Tracker template to organize your leads in excel. In this post we would like to share with you a universal sales lead tracker template prepared in excel. You can easily reuse it as per the sales process followed in your company.
This is a lightweight and simplified template for you to track your leads in an excel spreadsheet. When your lead flow increases or you need to manage multiple associated things such as contacts, deals, tasks, activity logs, and notes together, It is better to use a professional CRM software such as ToolsonCloud.
To try ToolsonCloud Sales CRM, you may visit our website and sign up to get started instantly.
Alright, let’s come back to the excel template. Before you download the template, you need to understand the terms and fields used within the template so that you can reuse it effectively.
You can download the excel template from this dropbox link. [Download]
In the template, you can enter your company name and enter the pipeline name if you are tracking different categories of leads under different pipelines.
You may find a number of columns present in the lead tracker. Here is an explanation for those:
- Lead Title: You can enter a unique title to easily identify your leads. It can be either the name of the company or the name of the person or simply a short title of the enquiry. If you are not sure, you can simply enter the subject of the email you received in the enquiry form.
- Description: You may use this field to write a detailed description of the enquiry received from the lead. You may mention their requirements, the product and services requested, delivery timeline or any other important information which you would like to document.
- Email: Enter the email address of the lead.
- Phone: Enter the phone number of the lead.
- Website: Enter the website of the business from whom you received the inquiry. If you work with B2C clients where a website may not be applicable, then you can remove this column.
- Lead source: Note down the source of your lead in this field. This can be a website or social media channels such as Linkedin, Facebook, Instagram, Youtube or a friend's referral, or any other channel. Capturing the source of lead helps you channelize your lead generation efforts. With more data, you will get to know which channels are generating more leads and which are not. This will also help you to understand which channels generate high-value leads compared to the channels which generate a lot of low-value leads with the same amount of effort.
- Estimated Value: Enter an estimated value of sale you may expect from the lead. Though the lead may not tell this to you explicitly, you may try to guess it based on your discussion with the lead on his requirements. This data helps you in prioritizing your leads so that you can put more effort into high-value opportunities.
- Probability of Conversion: Enter an estimated probability of conversion of this lead based on your judgment and experience. This probability helps you prioritize your effort on those leads which are having a high probability of conversion so that you can close them faster. This is a relative number and doesn’t have to be a fixed standardized value. You may standardize it if you are having multiple salespeople in your team with the help of a CRM tool like ToolsonCloud.
- Lead Stage: You may enter the state of your lead in your lead funnel. To start with you may choose to use three basic stages as Cold, Warm, or Hot. If you are having a more complex sales process, you can add more stages here.
- Date added: This denotes the date when this lead was added to your tracker. This helps you identify the lead aging so that you can try to close the aging leads faster to avoid the leads falling out of the funnel.
- Next follow-up date: If a lead is not having a follow-up action with a well-planned date, it is likely to be missed out and lost. So use this column to enter the date of the next follow-up action so that you know which action is due today or is overdue and needs immediate action.
- Activity Logs: It’s difficult to remember every activity and interaction you had with your lead in your brain. Hence you can document the notes from your interaction in this column for future reference.
- Assigned To - A lead is left untouched if it is not having a defined owner in your team. Use this column to assign the lead to a salesperson in your team to bring a sense of ownership so that it is never missed out.
I hope you will like using the Sales Lead Tracker Excel template. Do let me know your thoughts in the comment below.
Having said that, it is a well-known fact that managing leads in a spreadsheet are cumbersome when your lead list grows up.
If you are looking to manage your leads better, do check out ToolsonCloud Sales CRM which can greatly simplify your lead management. Moreover, it’s Free. Do try it out.
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