CRMSales
Why sales slip away: a step-by-step lead follow-up system
By [AUTHOR_NAME]5 min read
The system in five rules
- No enquiry outside the system: phone, WhatsApp, exhibitions, referrals.
- One owner per lead.
- Your own sales stages (enquiry, quote, negotiation, closed).
- No lead without a “next step” and a date.
- A weekly review of stalled deals.
What the reports reveal
After two months you’ll know which source brings buyers, which rep closes most, and at which stage deals stall. That alone changes where you spend ad budget and how you train the team.
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Is Excel enough for lead tracking?
For one or two people, perhaps; larger teams need reminders, permissions and history Excel doesn’t provide.