You have a business and you are trying to generate leads. You implement your advertising campaign and you start getting results. The information you are given has to be kept somewhere safe, yet easy to retrieve for fast follow up with whatever the case indicates. You need a good leads management software package to maintain and organize your sales data.
Even if you are a one person business, you still need to think of yourself as having an advertising department. In which case that information needs to stay tagged as an incoming inquiry so that you can schedule working on the follow-up. From this point you decide what step to take next, and the information is organized in the database.
If your first follow up results in a sale, you need to have your shipping and handling department take care of getting the product out and delivered. In which case the information still needs to be maintained and stored in the database for future reference. This means you need some software that will handle the information with the proper tagging.
In the event that your first follow up does not result in a sale, but the contact wants more information about the product or service, you need to be able to store this information so that the literature can be mailed out and continue to work the lead. At this point you might have to retrieve that record if the customer calls asking where their literature is, because the did not get it, yet. Now you need their info to resend the information they requested.
Once you have sent out the requested literature, you have scheduled your contacts to receive another follow up in about seven days. This time the information is already flagged to pop up in a screen of leads to be followed again, and you read the rest of the stored information so that you know where to begin. The program has provided you with the necessary information.
If that follow up does not result in a sale, you need a means of telling the software to keep the added details and reschedule for another followup. This might be for one month from today. It would be nice to have software that automatically brings this record back to the screen, because computers seem to have better memory than most humans.
At some point in time you have to make the determination that this particular lead is not going to buy anything right now, but there may be other reasons to stay in touch, like sending out monthly information. In this case the program must be able to know which people to mail something to, and which ones to forget about. About this time is when you realize that the best thing you could have is a good leads management software package.