What is lead tracking?
Lead tracking is the process of following a sales lead through the sales pipeline until it becomes a customer, keeping track of activity and enhancing lead information during the process. Some also call it prospecting.
The approach to lead tracking differs from system to system, where some weigh reporting over workflow and others vice versa. Either can be a pain whether you are an agent, an analyst, a client or a manager.
At Myphoner we value simplicity and our focus is on a system that's easy-to-use while keeping advanced functionality under the hood as much as possible. We've created a simple way of controlling required information through the different steps of your pipeline and compiled a set of reports that gives you all the transparency you need while keeping agents efficient.
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Automation, transparency and results that matter
Myphoner is a unique tool for outbound sales, combining a lightweight sales CRM with a superior lead queue and power dialer into an easy, but efficient, lead tracking solution for sales teams.
You can set up automated capturing of leads from your lead generation efforts to quickly and easily start the sales process when new leads drip into your pipeline.
With features like our dynamic lead distribution, accessible performance insights and activity reports as well as an open API and Zapier integration, Myphoner will allow you to increase automation and transparency and get results that matter for in-house product sales teams as well as agencies.
What industries can benefit from using lead tracking?
We have customers in many sectors
Our customers span a range of industries, all drawing benefits from using our unique lead tracking solution.
Some of those industries are mentioned in this list.
Capture Leads Through Marketing Tool Integrations
Through zapier.com, Myphoner provides easy integration of more than 3,000 services and tools.
When deciding on and setting up a new lead tracking system, it’s essential to make sure you are easily able to get leads from all different sources into the pipeline: whether generated from social media, a webpage, email or others.
With Zapier, you can connect your lead generation source with Myphoner in just a few clicks. New leads will then be automatically transferred into Myphoner.
Create new leads in Myphoner through a "Zap"
Même nous, les vendeurs, pouvons comprendre comment faire fonctionner cela. En général, je n'aime pas utiliser les CRM pour les appels à froid, car ils sont tout simplement trop maladroits et suivent trop de choses qui n'ont pas d'importance pour les prospects non qualifiés. L'outil Myphoner fournit une interface beaucoup plus simple et plus rapide pour effectuer des appels à froid, et combiné avec Zapier, il finit par gagner du temps.
Paul Pace, Account ExecutiveAHK Electronic Sheet Metal, Inc.
Organise your Leads in Lists
In Myphoner, we group leads into lists - a simple way to keep your data organised.
You can view lists as campaigns, steps in your pipeline or any other term that accommodates the way you work with leads.
One way of organising leads that are being tracked from different lead generation sources is to create a single list for each lead source.
In our reports, you will then be able to compare the performance and activity on each list of leads separately.
During prospecting, you can move leads through different lists that comprise the steps of your pipeline, as you see fit.
Personalised campaign dashboard in Myphoner
Solution simple de suivi des prospects grâce à un flux de travail d'appel à froid unique.
Capture information as leads progress in the funnel
Part of prospecting is the collection of relevant data about a lead.
Myphoner helps agents remember to collect required information, by setting rules for what fields must be filled before certain actions can be taken on your leads.
This way you can ensure that leads entering a new stage of the pipeline has all the required information, needed for further processing.
Require data before certain dispositions in Myphoner
Myphoner, est mon CRM préféré jusqu'à présent. J'ai utilisé plusieurs CRM différents et Myphoner est pratique et vous aide vraiment à vous organiser et à rester organisé. Le suivi est excellent, l'automatisation est incroyable et je l'utilise tous les jours.
Lawrence Gross, Account ManagerGreen Integrations
Use segments to fine tune your workflow
Using our lead segmentation functionality, you can handle several marketing campaigns that each span multiple sources.
To do this, just have Myphoner collect leads from each campaign into a corresponding list, marking them with their source and then segment the list by source.
Segments in Myphoner are very powerful. You can segment based on multiple criteria and delegate each segment to different agents.
Segments are easily created and maintained in Myphoner
Je viens de commencer les appels à froid avec mon entreprise il y a une semaine et j'ai déjà trouvé une immense valeur dans la mise en œuvre de Myphoner. Il n'a fallu qu'une journée à regarder les cinquante feuilles de calcul que j'avais divisées par états pour savoir qu'il devait y avoir une option pour m'aider à économiser du temps et de l'argent. Myphoner a été la réponse facile à tous mes problèmes.
Sarah Oberg, Chief operations officerBlack Market Glass
Distributing Leads among Agents - "The Queue"
Once you have organised your incoming leads, Myphoner’s queue will take care of the rest.
When there are multiple agents, the queueing system will make sure each agent gets the next lead in the queue - except those that have been claimed or are currently being called by other agents.
Claimed leads are those that have been reached by an agent and should thus be followed up on by that same agent. Our claiming settings are flexible and adjustable, and have sensible defaults.
Our queue provides dynamic lead distribution, which has proved to work well for hundreds of teams. Of course, it is also entirely possible to divide leads into more lists and/or segments and assign agents one list each - a more traditional form of lead distribution.
Viewing your personal, prioritised queue of leads to call
J'ai cherché un programme pendant des semaines, tout était occupé et plein de fonctionnalités inutiles, j'ai finalement trouvé Myphoner, et c'est la plate-forme d'appel à froid la plus efficace de tous les temps !! vous pouvez avoir plusieurs agents travaillant à partir de la même liste de données, c'est vraiment génial !
Justin Kessler, EntrepreneurMarket1
Never again forget to follow up on a prospect
Persistent followups are crucial to success, but remembering to follow up should be the work of a machine, not an agent. That's why we've baked it right in to our scheduler.
To be productive, agents must never miss a lead. Leads should be presented so that agents can put their energy into the sales pitch, rather than worrying about whether there was a better lead to call.
The Myphoner queueing system inspires confidence – it selects the best lead, determining which one to call next. No need to go fishing for leads ever again.
The agent decide whether the followup should occur on a particular day, at a specific time or after a set amount of time has passed.
Scheduling a call back in Myphoner
La fonction de planification est incroyable! Je ne peux pas vous dire combien de fois j'ai oublié de rappeler des numéros en utilisant simplement une feuille Excel.
Michael Nguyen, FounderClick Metrics
Taking winning leads to the next step
Once converted, you can pass won leads on to your corporate CRM, or elsewhere.
It’s just like bringing new leads in through integrations.
Though we have features in place to function as a light-weight CRM system, it's likely that you want to pass won leads on to the rest of the organisation.
Once again using Zapier, you can trigger the creation of a new customer, deal or opportunity in your CRM as soon as a lead is marked as "Winner" in the last step of your pipeline.
Moving new winners from Myphoner to your CRM in a "Zap"
Nous recherchions une solution logicielle d'appel qui pourrait s'intégrer de manière transparente à notre CRM. Nous utilisons Myphoner pour le processus de pré-qualification. Tous les suspects et prospects sont dans Myphoner et chaque fois que le contact devient un prospect ou perdu, nous l'envoyons automatiquement à notre CRM et lançons des campagnes (marketing) sur ces contacts. Si vous recherchez un logiciel capable de s'intégrer et de communiquer avec votre CRM, c'est la voie à suivre.
Wouter Vonk, Marketing ManagerSimpledCard
Keeping Track with Activity Reports
With our powerful sales reports, you can easily track activity and calls at all times. You can scope the report by several parameters, including agent, call result and timeframe. This makes it easy to, for example, investigate what happened with all the calls Tom made today that resulted in a lost lead.
Group calls by date, campaign, agent and result of call
Expand to view individual leads for any grouping
View average and summed call duration
Sort by any grouping and view subtotals
Download to Excel
Myphoner offers several different sales reports. Here's an example of a detailed report
Manage leads for multiple clients at once
Group client data in secure data silos, manage agent access across clients and create a branded experience for your customers.
Create separate silos for each client, where other clients' data and settings do not interfere
Brand your Myphoner account with your colors and logo
Whitelabel your Myphoner account with your own domain and no mention of the Myphoner brand (add-on)
Invite clients to view real-time activity reports and more