These tools help to better understand the results

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Follow shared dashboards The key to an efficient lead management process? It is above all to have a good collective follow-up, between the marketing and sales teams. To achieve this, consider creating and sharing common dashboards.  of lead management, to detect potential problems and to improve lead processing, for better performance.

To cross the different views of sales Phone Number Data and marketing teams, we also recommend synchronizing your CRM and marketing automation software. A marketing automation tool like Plezi can synchronize with most CRMs like Salesforce, Zoho, HubSpot or Pipedrive. According to a study by Focus Research, three quarters of companies that have integrated their marketing automation software with their CRM see a return on investment within 12 months. This synchronization allows you to : Automatically transfer qualified leads from marketing to sales teams. Improve contact targeting and segmentation.




Easily track the impact of marketing actions on sales results: number of visitors to the website, conversion rate of visitors into leads, cost per lead, number of appointments scheduled and number of sales closed, etc. With shared dashboards and a good synchronization of tools, success is guaranteed: your different teams have access to the same information, to optimize the lead management strategy jointly. Without leads, there is nothing.