There are several ways in which we communicate with our leads. Email, phone call, LinkedIn messaging, etc. are all ways in which we connect. Assessing the ways in which we communicate with clients and how that affects the sales process can help us understand what is most effective.
¶ Zoho Tracking
In Zoho, we updated the status of a lead and follow a blueprint for communications. It's important to consistently update the actions you take regarding communication with a lead so that we have a comprehensive history of when and why a lead dropped off, or closed a deal.
¶ Figure 1: Open Activities
Using the Open Activities section of your lead page, you can see the next task you need to complete in this process. You can set a due date so that you have a reminder for your deadline.
¶ Figure 2: Lead Status History
Using Lead Status history can be beneficial for deciding what type of next steps you need to take in order to move the lead along in the sales cycle. When we look at this it shows us a high-level view of the actions you've taken.
¶ Figure 3: Closed Activities
In this figure, we get a deeper and more comprehensive view of the actions taken by the sales team in order to work with the client.