Sales Lead Tracking Spreadsheet

Sales Lead Tracking Spreadsheet

Introduction

After you have got your marketing goals in place, it is important to start tracking how many leads you are generating so you know if your sales goals are realistic. You can have an innovative, groundbreaking marketing strategy but it is absolutely useless if it does not translate into leads/sales. You also need to be aware of how many leads/sales you need in order for your marketing campaign to meet your overall business goals. Keeping track of sales leads does not have to be expensive, you do not need CRM software. You can get it on a sales lead tracking spreadsheet, and you can find a sales lead tracking spreadsheet template on the internet. For your sales lead tracking spreadsheet Excel compatibility is preferred so you can have columns for detailed information about each sales lead, including contact dates and status.

How to Use

You may come across a sales lead tracking spreadsheet template for Word, however you will have limited capabilities on Word when it comes to your tracking ability. For a sales lead tracking spreadsheet Excel is going to suit your needs better because you can add a function to have it calculate your total projected sales from each lead. Excel will also allow you to have columns for detailed information about each sales lead, including contact dates, status and any comments you may want to include about that lead. Having this kind of detailed information on your sales lead tracking spreadsheet will allow you to keep track of communications with clients, plan future contact and when you will follow-up, and even evaluate potential sales. It could also be used as a tool to keep track of your lead sources to monitor how your marketing efforts are paying off.

Features of the Template

This sales lead tracking spreadsheet template will allow you to keep detailed records regarding your sales leads. The information you input will go under three different headings: the lead, communications and contact information.
Under the ‘lead’ section, you will have individual columns to input the following information:

• The company name
• The name of the contact at that company
• The contacts position (like owner, representative, etc.)
• A link to the company’s website
• Projected sales associated with that client
• Comments – feel free to make note of anything in this common section you think you need too

The next section of information you include is details of your contact with that prospective client. This information will go in the ‘communications log’ section. In the ‘communications log’, you can include:

• The date of last contact with the client
• Describe the next action you need to take
• Plan the date of next contact with the client
• Enter the status of the lead
• Note the source of the lead

After you have put in your lead and noted your communications with the client, the next step will be to enter in the contact information for the client. This will streamline the process when trying to make further contact with the client because you will have all their information at your fingertips right there within your sales lead tracking spreadsheet. You can include the following contact information for each client:

• Their email address
• Their phone number
• Their fax number
• Their direct mailing address, including the city, state, zip code and country

This template should encompass all the information you need to keep track of regarding documenting and tracking your sales leads.

Tips

If you find you would like to keep track of additional information, feel free to add any columns to your tracking spreadsheet. Since this particular spreadsheet does not include any formulas, adding or removing columns will be a breeze.

Conversely, if you are Excel savvy you may find it beneficial to add a formula to your projected sales column so you can also keep track of your total projected sales from all your leads.

Something else to note is that you can download the template onto your mobile phone and keep track of your sales leads on the go. This is a great help for people who may not spend a lot of time at the home office. Then after you input information for a lead, you can share it with your colleagues right from your mobile phone as well.

Wherever you decide to use the template it will allow you to keep accurate records of all your sales leads. This will allow for better organization because you will have all your lead information readily accessible and categorized. It will allow you to increase efficiency because you will know which stage each lead is in and how long you have been working on that lead. Tracking your sales leads is the best way for you and your team to efficiently and effectively manage your clients and prospects, and having this information will allow you the information you will need to help improve sales and customer services.

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