Keep track of your leads and sales opportunities with our ready-to-use table template. Centralize all important information, classify them by status or type, and set reminders to contact them again.Use this template
Connect and centralize your data via Zapier, Power BI, Microsoft teams, and more
Qualified appointments according to defined criteria. Save time with our turnkey solution adapted to your needs. All you have to do is fill in the table with information from your prospects and clients.
Schedule Reminders and Deadlines
Set up automatic email reminders to be alerted when your project deadline expires. View your data in calendar view to visualize your table.
Everyone can work on the same table simultaneously with ease. The trainee, the press officer, and your client may add or modify on the table. All without blocking the others and without having to send a file with their modifications. (example for the press review table)
A powerful tool for your data management.
Lead Management is essential for any company to develop commercially and increase sales. A lead tracking table lets you keep an organized record of all your prospects. It allows you to capture and centralize all key information, such as contact details, past interactions, and stages in the sales process. This gives you a complete overview of your sales pipeline.
Building your table starts with identifying the essential information you need to collect to evaluate and qualify your prospects and sales opportunities. Determine (sector of activity, company size…), which will help you segment your leads and personalize all your conversion actions.
Why RowShare is the right tool for lead management.
Solid leads management boosts your professionalism in the eyes of your customers: you demonstrate your detailed understanding of their responsibilities and your history together.
- Avoid the loss of that information and to share it with the rest of the team.
- Save time and manage your meetings and leads efficiently.
Once all the data elements are centralized, the salesperson can view their tasks on RowShare to decide on the next actions. For example, the business strategy for a particular client can be adjusted easily at any time. Or a meeting several months old may need additional, different efforts to bring about results.
Centralize your sales information with a shared table
A collaborative table is the optimal way to monitor your commercial activity. It allows you to centralize information related to all your reports and the actions everyone has taken.
With a collaborative tool, you can visualize your team’s overall sales activity. As a sales manager, you manage who has access to the tables. In case of an event (an expo or conference), you can give selected members of your team access to the contacts of companies attending the event. And adding a direct link to potential clients’ social networks facilitates navigation and saves time.
Managing your team’s business meetings is essential for a smooth sales operation. Handling them with precision is a great reflection of how seriously you take your business partners. Take a moment to see how the collaborative tools offered by RowShare can optimize your sales operation!
Most used models for Sales
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