How To Easily Track Your Leads From Prospect Status To Closing the Deal
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Toni Panea, Donald Kelly, Prospecting

TSE 1294: How To Easily Track Your Leads From Prospect Status To Closing the Deal

Toni Panea, Donald Kelly, ProspectingSalespeople track leads from prospect status to closing the deal because that’s how the sales process flows. But how can we keep the information organized so we take action in a way that’s best for a potential client?  

For the last six years, Toni Panea has focused on his role as a sales engineer. Before that, he was running a real estate business and wanted to track all his leads and how they flowed through his business.  He wanted to organize information in a way that let him know how many clients he had when the next appointments should be, and how to prepare for meetings. However, when Toni looked for apps and software that could help, he found there were no available tools that existed. When Toni realized this was a critical need that was missing, he filled the void himself by creating his current business, Crmble. This business would provide what he’d been looking for and it’s helping others as well. 

Tips on tracking your leads 

Salespeople should ask themselves if they have a system that tracks the status of leads, including names, contact data, notes about meetings, etc. Toni recommends using available tools like the Trello app where you can see the status of your leads and add alarms.  Many salespeople use Excel as Donald did, but Trello offers more organizational opportunities. Trello allows you to track more information relevant to your business and sales team. 

The power-up 

Crmble is a power-up of Trello.  Using the existing Trello platform, Crmble is a plug-in that can be layered to provide notification capabilities specifically for sales.  With Crmble, you are also able to connect to third-party services such as Facebook and Google Forms. Others will be added in the near future. A feature in Crmble is connecting salespeople to Google Contact to better access a data link from your Trello cards when someone is calling. As soon as you finish the conversation, you can go to your Trello card and update an alarm for the next steps.  You can close confidently knowing you won’t forget future steps. This plugin is a bridge that lets Crmble capabilities stream into that of Trello functionalities. 

For example, Crmble also has reporting capabilities where sales reps can see the number of leads they have in every touchpoint for their sales funnel. There’s also a report on the number of leads converted to sales before leading into the sales funnel. Sales reps are also able to see the percentage of wins, percentage of losses, a report on where the leads are coming from, and the number of leads you get per day. This is a valuable feature when you need to know how your ads are performing. 

Crmble is easy to use and very simple to understand. There’s no need to learn how to code or compute. With Crmble it helps your CRM become even more effective and user friendly.  Otherwise, a system that is overly complicated may never get used. 

How Crmble was named

Toni’s wife named Crmble. She has been very supportive from the very beginning and recognized that CRM needed to be in the name to make it easily identifiable. Because this was not a platform that was created from scratch, they are a “crumble” for an existing tool, Trello, that is already considered the best in the world when it comes to project management. They turned this project management platform into a CRM. It’s basically a crumble of many existing tools like Facebook, Google Forms, Google Contacts, and Google Drive, for example, and what you can get from Trello itself. 

For the new salespeople

For new salespeople, Toni suggests that you speak to people with similar jobs. Talk to your friends, teammates,  and colleagues who are dealing with the same issues that you do, and get fresh ideas about how they’re facing and addressing their problems.  When you are just starting, it’s important to know the status of your sales funnel because this status can change a lot. You need to be able to track your leads to be aware of the variety of situations that may affect the sales flow. Discover the kinds of leads you have, where they came from, and their status to know how they need to be prioritized. This information is essential to design an appropriate sales funnel to ultimately close.

CRM users need to find a balance between not working for the system and not losing track of important information. Sales leaders want to be careful of making the CRM so complicated that salespeople won’t want to use it. This is what makes Crmble different from other CRM software. It makes the process so easy. 

How To Easily Track Your Leads From Prospect To Close Deal” episode resources 

Visit Crmble and try the software for free! You can also connect with Toni on LinkedIn to know more about the Trello power-up plugin. 

If you are interested in more sales stories, you can talk to Donald directly. Reach him via these channels: LinkedIn, Instagram, Twitter, and Facebook about any sales concerns. 

This episode is brought to you in part by Crmble, the easy-peasy CRM for Trello that helps you manage your contacts and leads without investing in complicated solutions, sync all your data, manage custom fields, and get powerful reporting on your sales. Try Crmble for free now at www.crmble.com/tse. This course is also brought to you in part by TSE Certified Sales Training Program. It’s a course designed to help new and struggling sellers to master the fundamentals of sales and close more deals. It will help them elevate their sales game. Sign up now and get the first two modules for free! You can go and visit www.thesalesevangelist.com/closemoredeals also call us at (561) 570-5077. 

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Audio provided by Free SFX and Bensound. Other songs used in the episodes are as follows: The Organ Grinder written by Bradley Jay Hill, performed by Bright Seed, and Produced by Brightseed and Hill.

About the Author The Sales Evangelist

Donald is the host of the popular sales podcast,"The Sales Evangelist". He is the founder of The Sales Evangelist Consulting Firm where he helps small companies develop killer sales process to scale their business and increase growth.Donald is also an award-winning speaker, sales trainer, and coach. He's a big fan of traveling, South Florida staycations and high-quality family time. Donald has a belief that “anyone” can sell if they have the desire and receives the proper training.

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