5 Cheap Tools That Together Create a Killer Lead Tracking & Management System
Greg Roth February 2, 2018

For all businesses, success often comes down to your ability to attract, nurture, and close leads. Keeping your sales funnel full and effectively moving your leads through the funnel to conversion facilitates a consistent stream of revenue and helps companies avoid taking on unnecessary debt.

But creating an effective sales lead management system that keeps your pipeline full is easier said than done.

There is a lot that goes into it and you might be tempted to purchase complex enterprise software and pay a high-priced consultant to set it all up.

I’m here to tell you that even if you’re short on time, money, resources, or expertise there are some amazingly simple and cheap sales lead management tools you can use to feed your funnel.

Here at UniTel Voice our mantra is “never waste an opportunity to feed your funnel.”

This encompasses all activities that drive sales, including optimizing your website for lead capture, improving your nurturing processes to effectively move prospects through the funnel, and finding a closing process that improves your conversion rate.

And the lead capture software and lead tracking apps we use to make it all happen are simple, inexpensive, and easy-to-set-up.

The traffic that you drive to your website is hard-earned. Every visitor is a precious sales opportunity.

Unfortunately, most businesses let a large portion of their visitors fall through the cracks by not using the right tools to optimize their lead capturing strategies or lead nurturing tactics such as re-engaging visitors through remarketing or email.

The good news is that there are plenty of low-cost tools out there that can make your sales pipeline easier to manage and (for the most part) fully automated.

If you’re having trouble attracting new leads or moving the leads you do attract through your sales pipeline, here are five inexpensive tools we use to keep our sales funnel full:

 

1.  Zoho CRM (Starts at $12/Month)

 

zoho crm

 

Zoho CRM offers simple but powerful tools for managing your relationships with customers. Zoho places the focus on multichannel support, with email, phone, and social channels built directly into the platform.

One reason we love Zoho CRM at UniTel Voice is that the system is designed to automatically (or manually) assign a sales rep to each new lead that answers the system. Then, your sales reps receive a host of data and sales performance tools that help them to engage, measure, and manage their relationships with each customer.

Zoho CRM lets you decide how autonomous you’d like your sales pipeline to be. You plug in the blueprint and workflows required for each new lead, and the system helps your team to execute your strategy. At the $12/mo price point, you’d be hard-pressed to find a more seamless solution than Zoho CRM.

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2.  Zendesk Chat (Starting at $5/mo)

 

zendesk chat

 

One of the most effective choices that companies can make to improve conversions and catch traffic before it bounces is to install a live chat system on their webpage. A live chat system removes the barriers between your visitors and your support team, requiring minimal effort to learn about your company and product.

If you are seeing a lot of your coveted traffic bouncing in your analytics, a live chat system is a good place to start. At $5 per month, the cost vs. value trade-off with Zendesk Chat is hard to beat. It’s incredibly simple to use and requires minimal training for your team. But Zendesk doesn’t sacrifice depth for simplicity. The platform includes features like behavior-based triggers, pre-chat forms, visitor logs, file sharing, and support feedback once the conversation has ended.

 

3.  UniTel Voice (Starting at $10/month)

 

UniTel Voice

 

Trust plays a huge role in your ability to convert visitors to subscribers. Do you know what the biggest barrier to gaining that trust is? A lack of transparency.

Consider — what is the first thing that runs through your mind when a company that you are interested in working with doesn’t have a phone number, email address, or other contact information listed? What if they don’t have their team members listed? It doesn’t exactly inspire confidence.

Even exclusively online businesses need a phone number to ease these fears. UniTel Voice provides your own local, vanity, toll free number and then allows you to take calls from anywhere around the world. We use our own virtual phone system to answer and route sales and support calls to both our main-office and remote employees around the country. All calls can be handled directly from your cell phone with no need to invest in expensive equipment.

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4.  MailMunch (Starting at FREE)

 

MailMunch

 

MailMunch is a tool that is designed to help you capture leads through a variety of forms and strategies. We use it here at UniTel Voice to help us promote lead magnets. The platform allows you to use several different types of lead magnet styles including popup lightboxes, embedded forms, top bar, and slide boxes.

When someone visits our site, we offer them an ebook to download in exchange for their email address. Then, we use Goodbits.io to deliver a personalized email drip sequence to further flesh out the information that they learn in the eBook.

You can’t beat free! MailMunch lets you test drive their software, and only requires an account upgrade to gain access to premium features like analytics, notifications, premium themes, and split testing tools.

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5.  AdRoll (Pay As You Go)

 

Adroll

 

AdRoll’s advanced advertising platform is absolutely critical to our sales pipeline optimization efforts. We use AdRoll’s retargeting features, which are important for making the most out of every visitor that reaches our site. They offer a pay-as-you-go plan, with pricing based on your ad spend.

Retargeted advertisements allow you to display ads to visitors that leave your website, even if they don’t contact you through live chat or download your eBook. This is key because it allows you to build familiarity with them over time and keep your company top-of-mind until they are ready to subscribe to your email list or buy your product.

 

In Conclusion: The Right Tools Make Pipeline Management Simple & Inexpensive

 

For SaaS companies and ecommerce businesses, pipeline management may be the single most important task you do—sales is the lifeblood of your organization. You should always look for ways to improve your marketing efforts and increase conversion rates.

However, as those leads start to pile up, managing the pipeline and nurturing your customers through the sales process can be difficult without the right sales lead tracking and management system in place.

The tools highlighted in this article make up the exact software stack that we use at UniTel Voice to capture and nurture leads.

Each of these tools provides a lot of value, and aren’t complicated or expensive, making them excellent choices for startups or established companies just starting the journey of building out an effective lead capture system.

 

ebook cta

 

Editor’s Note: The article is part of the blog series Grow Your Business brought to you by the marketing team at UniTel Voice, the virtual phone system priced and designed for startups and small business owners.

Greg Roth
Greg Roth Head of Marketing at UniTel Voice

Greg is the Editor of Startup Stockpile and the Head of Marketing at UniTel Voice, the virtual phone system designed for running your own business. Find out how UniTel Voice can help you stay connected and sound more professional by visiting unitelvoice.com.

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